MA
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MBA Advisors’s JPMorgan Chase JPM Stock Holding History

MBA 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 		$2.32M Sell
7,879
-16
-0.2% -$4.86K 0.89% 23
2025
Q4 		$2.54M Buy
7,895
+26
+0.3% +$8.05K 1.03% 23
2025
Q3 		$2.48M Sell
7,869
-40
-0.5% -$11.9K 1.06% 21
2025
Q2 		$2.29M Sell
7,909
-523
-6% -$133K 1.06% 22
2025
Q1 		$2.07M Sell
8,432
-165
-2% -$42.1K 1.02% 25
2024
Q4 		$2.06M Sell
8,597
-2,863
-25% -$667K 1.03% 26
2024
Q3 		$2.42M Sell
11,460
-152
-1% -$32K 1.16% 24
2024
Q2 		$2.35M Sell
11,612
-130
-1% -$25.4K 1.2% 23
2024
Q1 		$2.35M Sell
11,742
-85
-0.7% -$15.3K 1.22% 23
2023
Q4 		$2.01M Buy
11,827
+40
+0.3% +$6.06K 1.12% 25
2023
Q3 		$1.71M Buy
11,787
+4
+0% +$600 1.05% 26
2023
Q2 		$1.71M Sell
11,783
-396
-3% -$54.5K 1.02% 26
2023
Q1 		$1.59M Buy
12,179
+35
+0.3% +$4.8K 0.99% 30
2022
Q4 		$1.63M Buy
12,144
+146
+1% +$18.5K 1.07% 29
2022
Q3 		$1.25M Buy
11,998
+722
+6% +$82.9K 0.91% 31
2022
Q2 		$1.27M Sell
11,276
-2
-0% -$248 0.87% 33
2022
Q1 		$1.54M Buy
11,278
+4
+0% +$590 0.95% 29
2021
Q4 		$1.78M Buy
11,274
+3,839
+52% +$630K 1.11% 28
2021
Q3 		$1.22M Buy
7,435
+3
+0% +$470 0.9% 33
2021
Q2 		$1.16K Sell
7,432
-36
-0.5% -$5.65K 0.54% 36
2021
Q1 		$1.14K Buy
+7,468
New +$1.07M 0.62% 36

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

MBA Advisors's JPM Position: Q1 2026 in Review

MBA Advisors reduced its JPMorgan Chase (JPM) stake by 0.2% in Q1 2026, selling an estimated $4.86K and leaving 7,879 shares worth $2.32M. The position accounts for 0.89% of the portfolio, ranked #23.

MBA Advisors first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.54M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MBA Advisors held 7,879 shares of JPMorgan Chase worth $2.32M as of Q1 2026.
  • MBA Advisors sold 16 JPMorgan Chase shares in Q1 2026, an estimated $4.86K.
  • JPMorgan Chase made up 0.89% of MBA Advisors's portfolio in Q1 2026, its #23 holding.
  • MBA Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's JPMorgan Chase position peaked at $2.54M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.