JP Morgan Chase
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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 		$10.5M Buy
150,000
+36,000
+32% +$2.77M ﹤0.01% 2624
2025
Q4 		$9.05M Sell
114,000
-20,000
-15% -$1.58M ﹤0.01% 2774
2025
Q3 		$10.1M Buy
134,000
+112,400
+520% +$7.7M ﹤0.01% 2707
2025
Q2 		$1.49M Sell
21,600
-924,500
-98% -$60.6M ﹤0.01% 4127
2025
Q1 		$64.1M Buy
946,100
+744,200
+369% +$44.5M ﹤0.01% 1173
2024
Q4 		$9.06M Sell
201,900
-93,400
-32% -$5.24M ﹤0.01% 2783
2024
Q3 		$18.6M Buy
295,300
+159,200
+117% +$9.29M ﹤0.01% 2058
2024
Q2 		$8.04M Buy
136,100
+16,100
+13% +$1.01M ﹤0.01% 2647
2024
Q1 		$9.57M Sell
120,000
-163,500
-58% -$12.5M ﹤0.01% 2530
2023
Q4 		$22.4M Buy
283,500
+171,100
+152% +$12.2M ﹤0.01% 1757
2023
Q3 		$7.85M Sell
112,400
-31,800
-22% -$2.25M ﹤0.01% 2474
2023
Q2 		$9.97M Sell
144,200
-99,300
-41% -$7.07M ﹤0.01% 2292
2023
Q1 		$18.1M Sell
243,500
-181,800
-43% -$15.2M ﹤0.01% 1752
2022
Q4 		$39.6M Buy
425,300
+125,000
+42% +$12.1M 0.01% 1233
2022
Q3 		$28.6M Buy
300,300
+83,900
+39% +$8.3M ﹤0.01% 1341
2022
Q2 		$20.1M Buy
216,400
+127,500
+143% +$12.4M ﹤0.01% 1618
2022
Q1 		$9M Buy
88,900
+61,700
+227% +$6.48M ﹤0.01% 2481
2021
Q4 		$2.81M Sell
27,200
-1,700
-6% -$157K ﹤0.01% 3558
2021
Q3 		$2.45M Buy
28,900
+300
+1% +$25.1K ﹤0.01% 3622
2021
Q2 		$2.39M Buy
+28,600
New +$2.34M ﹤0.01% 3669
2021
Q1 		– Sell
-44,200
Closed -$3.02M – 6107
2020
Q4 		$3.02M Hold
44,200
– – ﹤0.01% 3190
2020
Q3 		$2.54M Sell
44,200
-100,000
-69% -$6.22M ﹤0.01% 3072
2020
Q2 		$9.37M Buy
144,200
+63,800
+79% +$4.02M ﹤0.01% 1953
2020
Q1 		$4.77M Buy
80,400
+53,400
+198% +$3.56M ﹤0.01% 2301
2019
Q4 		$2.01M Buy
27,000
+100
+0.4% +$7.02K ﹤0.01% 3384
2019
Q3 		$1.7M Buy
26,900
+6,900
+35% +$409K ﹤0.01% 3527
2019
Q2 		$1.09M Hold
20,000
– – ﹤0.01% 3805
2019
Q1 		$1.08M Sell
20,000
-83,575
-81% -$5.16M ﹤0.01% 3759
2018
Q4 		$6.79M Sell
103,575
-18,025
-15% -$1.35M ﹤0.01% 2325
2018
Q3 		$9.57M Sell
121,600
-746,300
-86% -$53.4M ﹤0.01% 2243
2018
Q2 		$55.8M Buy
867,900
+128,000
+17% +$8.44M 0.01% 907
2018
Q1 		$46M Buy
739,900
+723,600
+4,439% +$51.9M 0.01% 980
2017
Q4 		$1.18M Buy
16,300
+1,300
+9% +$94.5K ﹤0.01% 3628
2017
Q3 		$1.22M Buy
+15,000
New +$1.19M ﹤0.01% 3410
2017
Q2 		– Sell
-27,000
Closed -$2.12M – 4998
2017
Q1 		$2.12M Buy
+27,000
New +$2.16M ﹤0.01% 3007
2016
Q4 		– Sell
-5,354
Closed -$476K – 5015
2016
Q3 		$476K Hold
5,354
– – ﹤0.01% 3414
2016
Q2 		$513K Buy
+5,354
New +$534K ﹤0.01% 3425
2016
Q1 		– Sell
-200
Closed -$20K – 4704
2015
Q4 		$20K Hold
200
– – ﹤0.01% 4077
2015
Q3 		$19K Hold
200
– – ﹤0.01% 3836
2015
Q2 		$21K Sell
200
-200
-50% -$20.4K ﹤0.01% 3946
2015
Q1 		$41K Sell
400
-23,900
-98% -$2.42M ﹤0.01% 3949
2014
Q4 		$2.34M Sell
24,300
-28,800
-54% -$2.54M ﹤0.01% 2877
2014
Q3 		$4.23M Buy
+53,100
New +$4.19M ﹤0.01% 2479
2014
Q1 		– Sell
-14,900
Closed -$1.07M – 3647
2013
Q4 		$1.07M Sell
14,900
-12,600
-46% -$810K ﹤0.01% 3123
2013
Q3 		$1.56M Sell
27,500
-20,800
-43% -$1.24M ﹤0.01% 2971
2013
Q2 		$2.76M Buy
+48,300
New +$2.8M ﹤0.01% 2564

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.