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Magnolia Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Magnolia Capital Advisors’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 		$5.85M Buy
17,886
+38
+0.2% +$11.8K 1% 24
2026
Q1 		$5.25M Buy
17,848
+1,050
+6% +$319K 1.03% 23
2025
Q4 		$5.41M Buy
16,798
+173
+1% +$53.6K 1.14% 23
2025
Q3 		$5.24M Sell
16,625
-596
-3% -$177K 1.37% 17
2025
Q2 		$4.99M Sell
17,221
-584
-3% -$149K 1.26% 19
2025
Q1 		$4.37M Sell
17,805
-1,077
-6% -$275K 1.19% 18
2024
Q4 		$4.53M Buy
18,882
+6,812
+56% +$1.59M 1.17% 24
2024
Q3 		$2.55M Sell
12,070
-992
-8% -$209K 1.27% 17
2024
Q2 		$2.64M Sell
13,062
-9,231
-41% -$1.8M 1.48% 14
2024
Q1 		$4.14M Buy
22,293
+3,169
+17% +$572K 3.46% 5
2023
Q4 		$3.37M Buy
19,124
+945
+5% +$143K 2.46% 11
2023
Q3 		$2.5M Buy
18,179
+268
+1% +$40.2K 2.4% 6
2023
Q2 		$2.6M Sell
17,911
-115
-0.6% -$15.8K 1.31% 20
2023
Q1 		$2.35M Buy
18,026
+724
+4% +$99.2K 1.21% 18
2022
Q4 		$2.32M Sell
17,302
-641
-4% -$81.2K 1.54% 13
2022
Q3 		$1.88M Buy
17,943
+1,296
+8% +$149K 1.59% 12
2022
Q2 		$1.87M Sell
16,647
-196
-1% -$24.3K 1.7% 12
2022
Q1 		$2.3M Buy
16,843
+187
+1% +$27.6K 0.9% 30
2021
Q4 		$2.64M Sell
16,656
-1,235
-7% -$203K 0.77% 34
2021
Q3 		$2.93M Buy
17,891
+2,361
+15% +$370K 1.02% 27
2021
Q2 		$2.42M Buy
+15,530
New +$2.44M 1.07% 22
2021
Q1 		– Sell
-6,776
Closed -$861K – 103
2020
Q4 		$861K Buy
6,776
+422
+7% +$47.2K 0.56% 37
2020
Q3 		$612K Buy
6,354
+298
+5% +$29.3K 0.48% 39
2020
Q2 		$570K Sell
6,056
-195
-3% -$18.5K 0.73% 29
2020
Q1 		$563K Buy
6,251
+220
+4% +$26.7K 1.09% 24
2019
Q4 		$840K Buy
+6,031
New +$774K 0.8% 27

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

Magnolia Capital Advisors's JPM Position: Q2 2026 in Review

Magnolia Capital Advisors increased its JPMorgan Chase (JPM) stake by 0.21% in Q2 2026, buying an estimated $11.8K and bringing the position to 17,886 shares worth $5.85M. The position accounts for 1% of the portfolio, ranked #24.

Magnolia Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Magnolia Capital Advisors held 17,886 shares of JPMorgan Chase worth $5.85M as of Q2 2026.
  • Magnolia Capital Advisors bought 38 JPMorgan Chase shares in Q2 2026, an estimated $11.8K.
  • JPMorgan Chase made up 1% of Magnolia Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Magnolia Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.