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Greater Midwest Financial Group’s JPMorgan Chase JPM Stock Holding History

Greater Midwest Financial Group’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
Q2 		$1M Buy
3,062
+10
+0.3% +$3.1K 0.5% 31
2026
Q1 		$898K Sell
3,052
-8,199
-73% -$2.49M 0.48% 33
2025
Q4 		$3.63M Buy
11,251
+411
+4% +$127K 2.03% 17
2025
Q3 		$3.42M Buy
10,840
+198
+2% +$58.9K 2.21% 15
2025
Q2 		$3.09M Sell
10,642
-34
-0.3% -$8.68K 2.36% 15
2025
Q1 		$2.62M Sell
10,676
-197
-2% -$50.2K 1.83% 16
2024
Q4 		$2.61M Buy
10,873
+409
+4% +$95.3K 1.65% 16
2024
Q3 		$2.21M Buy
10,464
+51
+0.5% +$10.7K 1.29% 21
2024
Q2 		$2.19M Buy
10,413
+641
+7% +$125K 1.39% 20
2024
Q1 		$1.96M Buy
9,772
+421
+5% +$76K 1.23% 19
2023
Q4 		$1.59M Buy
+9,351
New +$1.42M 1.08% 23

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Greater Midwest Financial Group's JPM Position: Q2 2026 in Review

Greater Midwest Financial Group increased its JPMorgan Chase (JPM) stake by 0.33% in Q2 2026, buying an estimated $3.1K and bringing the position to 3,062 shares worth $1M. The position accounts for 0.5% of the portfolio, ranked #31.

Greater Midwest Financial Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.63M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Greater Midwest Financial Group held 3,062 shares of JPMorgan Chase worth $1M as of Q2 2026.
  • Greater Midwest Financial Group bought 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
  • JPMorgan Chase made up 0.5% of Greater Midwest Financial Group's portfolio in Q2 2026, its #31 holding.
  • Greater Midwest Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Greater Midwest Financial Group's JPMorgan Chase position peaked at $3.63M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.