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 Q3	$4.08M	Buy	12,325 +125	+1%	+$43.7K	1.49%	16
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%	-$9.7K	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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

MB, Levis & Associates's JPM Position: Q3 2026 in Review

MB, Levis & Associates increased its JPMorgan Chase (JPM) stake by 1% in Q3 2026, buying an estimated $43.7K and bringing the position to 12,325 shares worth $4.08M. The position accounts for 1.49% of the portfolio, ranked #16.

MB, Levis & Associates first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.13M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

MB, Levis & Associates held 12,325 shares of JPMorgan Chase worth $4.08M as of Q3 2026.
MB, Levis & Associates bought 125 JPMorgan Chase shares in Q3 2026, an estimated $43.7K.
JPMorgan Chase made up 1.49% of MB, Levis & Associates's portfolio in Q3 2026, its #16 holding.
MB, Levis & Associates first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's JPMorgan Chase position peaked at $4.13M in Q2 2025.
1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.