JP Morgan Chase
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JP Morgan Chase’s Mercantile Bank Corp MBWM Stock Holding History

JP Morgan Chase’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.45M Sell
148,858
-46,180
-24% -$2.37M ﹤0.01% 2957
2025
Q4 		$9.38M Sell
195,038
-19,609
-9% -$905K ﹤0.01% 2742
2025
Q3 		$9.66M Buy
214,647
+58,743
+38% +$2.79M ﹤0.01% 2743
2025
Q2 		$7.24M Buy
155,904
+65,823
+73% +$2.85M ﹤0.01% 2826
2025
Q1 		$3.91M Sell
90,081
-32,451
-26% -$1.51M ﹤0.01% 3369
2024
Q4 		$5.45M Buy
122,532
+40,175
+49% +$1.87M ﹤0.01% 3263
2024
Q3 		$3.6M Buy
82,357
+21,411
+35% +$946K ﹤0.01% 3477
2024
Q2 		$2.47M Sell
60,946
-18,520
-23% -$694K ﹤0.01% 3600
2024
Q1 		$3.06M Buy
79,466
+14,632
+23% +$558K ﹤0.01% 3500
2023
Q4 		$2.62M Buy
64,834
+13,073
+25% +$458K ﹤0.01% 3623
2023
Q3 		$1.6M Sell
51,761
-9,337
-15% -$305K ﹤0.01% 3723
2023
Q2 		$1.69M Buy
61,098
+3,330
+6% +$92.2K ﹤0.01% 3665
2023
Q1 		$1.77M Sell
57,768
-2,680
-4% -$89.8K ﹤0.01% 3624
2022
Q4 		$2.02M Buy
60,448
+24,789
+70% +$830K ﹤0.01% 3536
2022
Q3 		$1.06M Sell
35,659
-762
-2% -$25.4K ﹤0.01% 3945
2022
Q2 		$1.16M Buy
36,421
+12,957
+55% +$419K ﹤0.01% 3967
2022
Q1 		$831K Sell
23,464
-14,128
-38% -$528K ﹤0.01% 4397
2021
Q4 		$1.32M Buy
37,592
+15,084
+67% +$525K ﹤0.01% 4183
2021
Q3 		$721K Sell
22,508
-468
-2% -$14.5K ﹤0.01% 4516
2021
Q2 		$694K Sell
22,976
-25,127
-52% -$801K ﹤0.01% 4509
2021
Q1 		$1.56M Sell
48,103
-15,524
-24% -$468K ﹤0.01% 3891
2020
Q4 		$1.73M Buy
63,627
+30,328
+91% +$724K ﹤0.01% 3586
2020
Q3 		$593K Sell
33,299
-5,247
-14% -$110K ﹤0.01% 3905
2020
Q2 		$871K Sell
38,546
-23,009
-37% -$507K ﹤0.01% 3593
2020
Q1 		$1.3M Buy
61,555
+3,315
+6% +$100K ﹤0.01% 3250
2019
Q4 		$2.12M Buy
58,240
+15,683
+37% +$551K ﹤0.01% 3341
2019
Q3 		$1.4M Sell
42,557
-11,107
-21% -$357K ﹤0.01% 3644
2019
Q2 		$1.72M Buy
53,664
+4,610
+9% +$151K ﹤0.01% 3484
2019
Q1 		$1.6M Buy
49,054
+2,474
+5% +$82K ﹤0.01% 3493
2018
Q4 		$1.32M Buy
46,580
+2,763
+6% +$85.7K ﹤0.01% 3565
2018
Q3 		$1.46M Buy
43,817
+798
+2% +$28.5K ﹤0.01% 3675
2018
Q2 		$1.59M Buy
43,019
+11,675
+37% +$419K ﹤0.01% 3560
2018
Q1 		$1.04M Sell
31,344
-4,238
-12% -$148K ﹤0.01% 3649
2017
Q4 		$1.26M Buy
35,582
+3,657
+11% +$131K ﹤0.01% 3589
2017
Q3 		$1.13M Sell
31,925
-1,400
-4% -$44.4K ﹤0.01% 3448
2017
Q2 		$1.05M Sell
33,325
-11,761
-26% -$384K ﹤0.01% 3403
2017
Q1 		$1.55M Sell
45,086
-34,427
-43% -$1.16M ﹤0.01% 3182
2016
Q4 		$3M Buy
79,513
+40,475
+104% +$1.28M ﹤0.01% 2824
2016
Q3 		$1.05M Buy
39,038
+11,095
+40% +$287K ﹤0.01% 3111
2016
Q2 		$667K Buy
+27,943
New +$662K ﹤0.01% 3324

Other funds holding MBWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JP Morgan Chase reduced its Mercantile Bank Corp (MBWM) stake by 24% in Q1 2026, selling an estimated $2.37M and leaving 148,858 shares worth $7.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

JP Morgan Chase first reported a position in MBWM in Q2 2016 and has held it in 40 quarters since. The position peaked at $9.66M in Q3 2025. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • JP Morgan Chase held 148,858 shares of Mercantile Bank Corp worth $7.45M as of Q1 2026.
  • JP Morgan Chase sold 46,180 Mercantile Bank Corp shares in Q1 2026, an estimated $2.37M.
  • Mercantile Bank Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2957 holding.
  • JP Morgan Chase first reported a position in Mercantile Bank Corp in Q2 2016 and has held it in 40 quarters since.
  • JP Morgan Chase's Mercantile Bank Corp position peaked at $9.66M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

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