Magnus Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.9M | Buy |
54,658
+77
| +0.1% | +$23.9K | 1.27% | 15 |
|
|
2026
Q1 | $16.1M | Sell |
54,581
-2,617
| -5% | -$794K | 1.3% | 16 |
|
|
2025
Q4 | $18.4M | Buy |
57,198
+1,346
| +2% | +$417K | 1.41% | 12 |
|
|
2025
Q3 | $17.6M | Buy |
55,852
+499
| +0.9% | +$148K | 1.39% | 13 |
|
|
2025
Q2 | $16M | Buy |
55,353
+542
| +1% | +$138K | 1.41% | 13 |
|
|
2025
Q1 | $13.4M | Buy |
54,811
+717
| +1% | +$183K | 1.3% | 15 |
|
|
2024
Q4 | $13M | Buy |
54,094
+4,723
| +10% | +$1.1M | 1.25% | 17 |
|
|
2024
Q3 | $10.4M | Sell |
49,371
-45
| -0.1% | -$9.48K | 1.06% | 24 |
|
|
2024
Q2 | $9.99M | Sell |
49,416
-1,318
| -3% | -$258K | 1.12% | 24 |
|
|
2024
Q1 | $10.2M | Buy |
50,734
+4,723
| +10% | +$852K | 1.21% | 20 |
|
|
2023
Q4 | $7.83M | Buy |
46,011
+1,537
| +3% | +$233K | 1.03% | 24 |
|
|
2023
Q3 | $6.45M | Buy |
44,474
+409
| +0.9% | +$61.3K | 0.94% | 26 |
|
|
2023
Q2 | $6.41M | Buy |
44,065
+1,198
| +3% | +$165K | 0.91% | 28 |
|
|
2023
Q1 | $5.59M | Buy |
42,867
+4,554
| +12% | +$624K | 0.85% | 26 |
|
|
2022
Q4 | $5.14M | Sell |
38,313
-112
| -0.3% | -$14.2K | 0.84% | 27 |
|
|
2022
Q3 | $4.01M | Buy |
38,425
+1,585
| +4% | +$182K | 0.77% | 29 |
|
|
2022
Q2 | $4.15M | Buy |
36,840
+2,965
| +9% | +$367K | 0.76% | 27 |
|
|
2022
Q1 | $4.62M | Buy |
33,875
+8,543
| +34% | +$1.26M | 0.77% | 23 |
|
|
2021
Q4 | $4.01M | Buy |
25,332
+2,441
| +11% | +$401K | 0.76% | 26 |
|
|
2021
Q3 | $3.75M | Buy |
22,891
+618
| +3% | +$96.9K | 0.79% | 25 |
|
|
2021
Q2 | $3.46M | Sell |
22,273
-2,262
| -9% | -$355K | 0.75% | 25 |
|
|
2021
Q1 | $3.73M | Sell |
24,535
-4,956
| -17% | -$713K | 0.9% | 21 |
|
|
2020
Q4 | $3.75M | Buy |
29,491
+4,137
| +16% | +$462K | 0.37% | 27 |
|
|
2020
Q3 | $2.44M | Sell |
25,354
-401
| -2% | -$39.4K | 0.28% | 32 |
|
|
2020
Q2 | $2.42M | Buy |
25,755
+1,166
| +5% | +$111K | 0.27% | 33 |
|
|
2020
Q1 | $2.21M | Sell |
24,589
-2,639
| -10% | -$321K | 0.3% | 35 |
|
|
2019
Q4 | $3.8M | Buy |
27,228
+2,034
| +8% | +$261K | 0.54% | 24 |
|
|
2019
Q3 | $2.96M | Sell |
25,194
-147
| -0.6% | -$16.6K | 0.56% | 21 |
|
|
2019
Q2 | $2.83M | Sell |
25,341
-3,329
| -12% | -$367K | 0.55% | 24 |
|
|
2019
Q1 | $2.9M | Buy |
28,670
+1,460
| +5% | +$150K | 0.59% | 23 |
|
|
2018
Q4 | $2.66M | Buy |
+27,210
| New | +$2.9M | 0.71% | 22 |
|
Other funds holding JPM
Magnus Financial Group's JPM Position: Q2 2026 in Review
Magnus Financial Group increased its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, buying an estimated $23.9K and bringing the position to 54,658 shares worth $17.9M. The position accounts for 1.27% of the portfolio, ranked #15.
Magnus Financial Group first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.4M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Magnus Financial Group held 54,658 shares of JPMorgan Chase worth $17.9M as of Q2 2026.
- Magnus Financial Group bought 77 JPMorgan Chase shares in Q2 2026, an estimated $23.9K.
- JPMorgan Chase made up 1.27% of Magnus Financial Group's portfolio in Q2 2026, its #15 holding.
- Magnus Financial Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Magnus Financial Group's JPMorgan Chase position peaked at $18.4M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.