Deseret Mutual Benefit Administrators’s JPMorgan Chase JPM Stock Holding History

Deseret Mutual Benefit Administrators’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Buy	6,506 +2,957	+83%	+$897K	0.65%	36
2025 Q4	$1.14M	Sell	3,549 -164	-4%	-$50.8K	0.49%	39
2025 Q3	$1.17M	Sell	3,713 -470	-11%	-$140K	0.49%	32
2025 Q2	$1.21M	Hold	4,183	–	–	0.57%	29
2025 Q1	$1.03M	Sell	4,183 -336	-7%	-$85.7K	0.51%	37
2024 Q4	$1.08M	Sell	4,519 -445	-9%	-$104K	0.53%	33
2024 Q3	$1.05M	Sell	4,964 -275	-5%	-$57.9K	0.53%	35
2024 Q2	$1.06M	Sell	5,239 -305	-6%	-$59.6K	0.49%	32
2024 Q1	$1.11M	Sell	5,544 -157	-3%	-$28.3K	0.56%	31
2023 Q4	$970K	Sell	5,701 -1,761	-24%	-$267K	0.56%	30
2023 Q3	$1.08M	Sell	7,462 -1,440	-16%	-$216K	0.53%	29
2023 Q2	$1.29M	Sell	8,902 -333	-4%	-$45.8K	0.5%	29
2023 Q1	$1.2M	Buy	9,235 +15	+0.2%	+$2.06K	0.48%	33
2022 Q4	$1.24M	Sell	9,220 -6,792	-42%	-$861K	0.51%	27
2022 Q3	$1.67M	Sell	16,012 -2,098	-12%	-$241K	0.47%	31
2022 Q2	$2.04M	Buy	18,110 +1,851	+11%	+$229K	0.46%	36
2022 Q1	$2.22M	Sell	16,259 -2,008	-11%	-$296K	0.44%	36
2021 Q4	$2.89M	Hold	18,267	–	–	0.49%	32
2021 Q3	$2.99M	Sell	18,267 -6,069	-25%	-$951K	0.55%	27
2021 Q2	$3.79M	Buy	+24,336	New	+$3.82M	0.92%	9

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deseret Mutual Benefit Administrators's JPM Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its JPMorgan Chase (JPM) stake by 83% in Q1 2026, buying an estimated $897K and bringing the position to 6,506 shares worth $1.91M. The position accounts for 0.65% of the portfolio, ranked #36.

Deseret Mutual Benefit Administrators first reported a position in JPM in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.79M in Q2 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Deseret Mutual Benefit Administrators held 6,506 shares of JPMorgan Chase worth $1.91M as of Q1 2026.
Deseret Mutual Benefit Administrators bought 2,957 JPMorgan Chase shares in Q1 2026, an estimated $897K.
JPMorgan Chase made up 0.65% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #36 holding.
Deseret Mutual Benefit Administrators first reported a position in JPMorgan Chase in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's JPMorgan Chase position peaked at $3.79M in Q2 2021.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.