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MB, Levis & Associates’s JPMorgan Chase JPM Stock Holding History

MB, Levis & Associates’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 		$3.99M Sell
12,200
-17
-0.1% -$5.28K 1.47% 16
2026
Q1 		$3.59M Buy
12,217
+88
+0.7% +$26.7K 1.5% 15
2025
Q4 		$3.91M Sell
12,129
-244
-2% -$75.5K 1.65% 14
2025
Q3 		$3.9M Sell
12,373
-1,867
-13% -$555K 1.69% 15
2025
Q2 		$4.13M Sell
14,240
-165
-1% -$42.1K 1.81% 13
2025
Q1 		$3.53M Sell
14,405
-8
-0.1% -$2.04K 1.64% 14
2024
Q4 		$3.45M Sell
14,413
-84
-0.6% -$19.6K 1.73% 13
2024
Q3 		$3.06M Buy
14,497
+30
+0.2% +$6.32K 1.51% 14
2024
Q2 		$2.93M Buy
14,467
+28
+0.2% +$5.47K 1.54% 13
2024
Q1 		$2.89M Sell
14,439
-22
-0.2% -$3.97K 1.55% 14
2023
Q4 		$2.46M Buy
14,461
+68
+0.5% +$10.3K 1.41% 13
2023
Q3 		$2.09M Sell
14,393
-65
-0.4% -$9.74K 1.35% 16
2023
Q2 		$2.1M Sell
14,458
-27
-0.2% -$3.71K 1.35% 14
2023
Q1 		$1.89M Buy
14,485
+228
+2% +$31.2K 1.31% 15
2022
Q4 		$1.91M Buy
+14,257
New +$1.81M 1.5% 15

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

MB, Levis & Associates's JPM Position: Q2 2026 in Review

MB, Levis & Associates reduced its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, selling an estimated $5.28K and leaving 12,200 shares worth $3.99M. The position accounts for 1.47% of the portfolio, ranked #16.

MB, Levis & Associates first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.13M in Q2 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MB, Levis & Associates held 12,200 shares of JPMorgan Chase worth $3.99M as of Q2 2026.
  • MB, Levis & Associates sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 1.47% of MB, Levis & Associates's portfolio in Q2 2026, its #16 holding.
  • MB, Levis & Associates first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's JPMorgan Chase position peaked at $4.13M in Q2 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.