JP Morgan Chase
CVS icon

JP Morgan Chase’s CVS Health CVS Stock Holding History

JP Morgan Chase’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.7M Sell
238,100
-93,500
-28% -$7.2M ﹤0.01% 2226
2025
Q4 		$26.3M Buy
331,600
+100,000
+43% +$7.88M ﹤0.01% 1843
2025
Q3 		$17.5M Hold
231,600
– – ﹤0.01% 2210
2025
Q2 		$16M Sell
231,600
-250,000
-52% -$16.4M ﹤0.01% 2126
2025
Q1 		$32.6M Sell
481,600
-1,004,900
-68% -$60.1M ﹤0.01% 1553
2024
Q4 		$66.7M Buy
1,486,500
+1,169,800
+369% +$65.6M 0.01% 1144
2024
Q3 		$19.9M Buy
316,700
+155,100
+96% +$9.05M ﹤0.01% 1998
2024
Q2 		$9.54M Buy
161,600
+56,600
+54% +$3.54M ﹤0.01% 2502
2024
Q1 		$8.37M Sell
105,000
-105,400
-50% -$8.05M ﹤0.01% 2643
2023
Q4 		$16.6M Sell
210,400
-864,800
-80% -$61.5M ﹤0.01% 1998
2023
Q3 		$75.1M Buy
1,075,200
+1,039,200
+2,887% +$73.6M 0.01% 928
2023
Q2 		$2.49M Sell
36,000
-5,500
-13% -$391K ﹤0.01% 3375
2023
Q1 		$3.08M Sell
41,500
-97,500
-70% -$8.18M ﹤0.01% 3196
2022
Q4 		$13M Hold
139,000
– – ﹤0.01% 2030
2022
Q3 		$13.3M Sell
139,000
-32,200
-19% -$3.19M ﹤0.01% 1931
2022
Q2 		$15.9M Buy
171,200
+24,800
+17% +$2.42M ﹤0.01% 1811
2022
Q1 		$14.8M Buy
146,400
+65,900
+82% +$6.92M ﹤0.01% 2020
2021
Q4 		$8.3M Sell
80,500
-21,400
-21% -$1.98M ﹤0.01% 2613
2021
Q3 		$8.65M Hold
101,900
– – ﹤0.01% 2512
2021
Q2 		$8.5M Buy
+101,900
New +$8.34M ﹤0.01% 2568
2021
Q1 		– Sell
-50,000
Closed -$3.42M – 6106
2020
Q4 		$3.42M Hold
50,000
– – ﹤0.01% 3097
2020
Q3 		$2.88M Buy
+50,000
New +$3.11M ﹤0.01% 2981
2020
Q2 		– Sell
-17,600
Closed -$1.04M – 5424
2020
Q1 		$1.04M Sell
17,600
-57,100
-76% -$3.81M ﹤0.01% 3374
2019
Q4 		$5.55M Hold
74,700
– – ﹤0.01% 2587
2019
Q3 		$4.71M Sell
74,700
-91,600
-55% -$5.43M ﹤0.01% 2737
2019
Q2 		$9.1M Buy
166,300
+91,600
+123% +$4.93M ﹤0.01% 2181
2019
Q1 		$4.03M Sell
74,700
-74,700
-50% -$4.61M ﹤0.01% 2767
2018
Q4 		$9.79M Sell
149,400
-1,700
-1% -$127K ﹤0.01% 2025
2018
Q3 		$11.9M Buy
151,100
+113,100
+298% +$8.09M ﹤0.01% 2052
2018
Q2 		$2.44M Buy
38,000
+36,900
+3,355% +$2.43M ﹤0.01% 3263
2018
Q1 		$68K Sell
1,100
-271,300
-100% -$19.5M ﹤0.01% 4714
2017
Q4 		$19.7M Buy
272,400
+257,400
+1,716% +$18.7M ﹤0.01% 1578
2017
Q3 		$1.22M Buy
+15,000
New +$1.19M ﹤0.01% 3409
2017
Q2 		– Sell
-27,000
Closed -$2.12M – 4997
2017
Q1 		$2.12M Sell
27,000
-1,390,200
-98% -$111M ﹤0.01% 3006
2016
Q4 		$112M Buy
1,417,200
+88,196
+7% +$7.14M 0.03% 553
2016
Q3 		$118M Sell
1,329,004
-12,200
-0.9% -$1.15M 0.03% 509
2016
Q2 		$128M Buy
1,341,204
+17,004
+1% +$1.69M 0.03% 492
2016
Q1 		$137M Buy
1,324,200
+1,204,200
+1,004% +$117M 0.04% 472
2015
Q4 		$11.7M Sell
120,000
-500,000
-81% -$49M ﹤0.01% 1711
2015
Q3 		$59.8M Buy
620,000
+500,000
+417% +$52.6M 0.02% 711
2015
Q2 		$12.6M Buy
120,000
+113,600
+1,775% +$11.6M ﹤0.01% 1756
2015
Q1 		$661K Sell
6,400
-10,200
-61% -$1.03M ﹤0.01% 3416
2014
Q4 		$1.6M Sell
16,600
-11,300
-41% -$996K ﹤0.01% 3087
2014
Q3 		$2.22M Buy
+27,900
New +$2.2M ﹤0.01% 2860
2014
Q1 		– Sell
-21,200
Closed -$1.52M – 3646
2013
Q4 		$1.52M Sell
21,200
-8,200
-28% -$527K ﹤0.01% 2928
2013
Q3 		$1.67M Sell
29,400
-12,900
-30% -$769K ﹤0.01% 2927
2013
Q2 		$2.42M Buy
+42,300
New +$2.45M ﹤0.01% 2667

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase's CVS Position: Q1 2026 in Review

JP Morgan Chase reduced its CVS Health (CVS) stake by 5.4% in Q1 2026, selling an estimated $129M and leaving 29,527,125 shares worth $2.07B. The position accounts for 0.13% of the portfolio, ranked #157.

JP Morgan Chase first reported a position in CVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.66B in Q3 2025. 1,866 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • JP Morgan Chase held 29,527,125 shares of CVS Health worth $2.07B as of Q1 2026.
  • JP Morgan Chase sold 1,675,543 CVS Health shares in Q1 2026, an estimated $129M.
  • CVS Health made up 0.13% of JP Morgan Chase's portfolio in Q1 2026, its #157 holding.
  • JP Morgan Chase first reported a position in CVS Health in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's CVS Health position peaked at $2.66B in Q3 2025.
  • 1,866 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.