JP Morgan Chase
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JP Morgan Chase’s MidCap Financial Investment MFIC Stock Holding History

JP Morgan Chase’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,600
Closed -$45K – 5552
2019
Q4 		$45K Buy
+2,600
New +$42.9K ﹤0.01% 5160
2019
Q2 		– Sell
-2,600
Closed -$39K – 5903
2019
Q1 		$39K Buy
+2,600
New +$39K ﹤0.01% 5214

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

JP Morgan Chase reduced its MidCap Financial Investment (MFIC) stake by 34% in Q1 2026, selling an estimated $165K and leaving 29,522 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #5242.

JP Morgan Chase first reported a position in MFIC in Q2 2013 and has held it in 51 quarters since. The position peaked at $16.3M in Q3 2013. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • JP Morgan Chase held 29,522 shares of MidCap Financial Investment worth $324K as of Q1 2026.
  • JP Morgan Chase sold 14,944 MidCap Financial Investment shares in Q1 2026, an estimated $165K.
  • MidCap Financial Investment made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5242 holding.
  • JP Morgan Chase first reported a position in MidCap Financial Investment in Q2 2013 and has held it in 51 quarters since.
  • JP Morgan Chase's MidCap Financial Investment position peaked at $16.3M in Q3 2013.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

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