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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
Q2 		$2.56M Sell
7,825
-54
-0.7% -$16.8K 0.86% 23
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 		$1.16M Sell
7,432
-36
-0.5% -$5.65K 0.54% 36
2021
Q1 		$1.14M Buy
+7,468
New +$1.07M 0.62% 36

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

MBA Advisors's JPM Position: Q2 2026 in Review

MBA Advisors reduced its JPMorgan Chase (JPM) stake by 0.69% in Q2 2026, selling an estimated $16.8K and leaving 7,825 shares worth $2.56M. The position accounts for 0.86% of the portfolio, ranked #23.

MBA Advisors first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MBA Advisors held 7,825 shares of JPMorgan Chase worth $2.56M as of Q2 2026.
  • MBA Advisors sold 54 JPMorgan Chase shares in Q2 2026, an estimated $16.8K.
  • JPMorgan Chase made up 0.86% of MBA Advisors's portfolio in Q2 2026, its #23 holding.
  • MBA Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.