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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Magnolia Capital Advisors's JPM Position: Q1 2026 in Review

Magnolia Capital Advisors increased its JPMorgan Chase (JPM) stake by 6.3% in Q1 2026, buying an estimated $319K and bringing the position to 17,848 shares worth $5.25M. The position accounts for 1.03% of the portfolio, ranked #23.

Magnolia Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.41M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Magnolia Capital Advisors held 17,848 shares of JPMorgan Chase worth $5.25M as of Q1 2026.
  • Magnolia Capital Advisors bought 1,050 JPMorgan Chase shares in Q1 2026, an estimated $319K.
  • JPMorgan Chase made up 1.03% of Magnolia Capital Advisors's portfolio in Q1 2026, its #23 holding.
  • Magnolia Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • Magnolia Capital Advisors's JPMorgan Chase position peaked at $5.41M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.