JFG
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JMG Financial Group’s JPMorgan Chase JPM Stock Holding History

JMG 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 		$221K Buy
+674
New +$209K 0.01% 131
2025
Q3 		– Sell
-1,341
Closed -$389K – 125
2025
Q2 		$389K Buy
+1,341
New +$342K 0.01% 99
2024
Q3 		– Sell
-2,015
Closed -$408K – 118
2024
Q2 		$408K Hold
2,015
– – 0.02% 91
2024
Q1 		$404K Sell
2,015
-300
-13% -$54.1K 0.02% 91
2023
Q4 		$394K Buy
2,315
+530
+30% +$80.3K 0.02% 92
2023
Q3 		$259K Buy
1,785
+335
+23% +$50.2K 0.01% 99
2023
Q2 		$211K Sell
1,450
-172
-11% -$23.7K 0.01% 107
2023
Q1 		$211K Sell
1,622
-66
-4% -$9.04K 0.01% 106
2022
Q4 		$226K Buy
+1,688
New +$214K 0.01% 100
2021
Q2 		– Sell
-1,833
Closed -$279K – 90
2021
Q1 		$279K Sell
1,833
-2
-0.1% -$288 0.02% 70
2020
Q4 		$233K Buy
+1,835
New +$205K 0.02% 71
2020
Q2 		– Sell
-2,328
Closed -$210K – 75
2020
Q1 		$210K Buy
2,328
+175
+8% +$21.3K 0.02% 65
2019
Q4 		$300K Buy
2,153
+20
+0.9% +$2.56K 0.03% 63
2019
Q3 		$251K Sell
2,133
-614
-22% -$69.4K 0.03% 66
2019
Q2 		$307K Buy
+2,747
New +$303K 0.03% 60

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JMG Financial Group's JPM Position: Q2 2026 in Review

JMG Financial Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 674 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #131 among its holdings. This is a return to the name: JMG Financial Group previously reported a position in JPM as recently as Q2 2025.

JMG Financial Group first reported a position in JPM in Q2 2019 and has held it in 15 quarters since. The position peaked at $408K in Q2 2024. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • JMG Financial Group held 674 shares of JPMorgan Chase worth $221K as of Q2 2026.
  • JPMorgan Chase was a new JMG Financial Group position in Q2 2026.
  • JPMorgan Chase made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #131 holding.
  • JMG Financial Group first reported a position in JPMorgan Chase in Q2 2019 and has held it in 15 quarters since.
  • JMG Financial Group's JPMorgan Chase position peaked at $408K in Q2 2024.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.