MBE Wealth Management
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MBE Wealth Management’s JPMorgan Chase JPM Stock Holding History

MBE Wealth Management’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 		$1.58M Buy
4,779
+11
+0.2% +$3.85K 0.56% 30
2026
Q2 		$1.56M Sell
4,768
-11
-0.2% -$3.42K 0.55% 29
2026
Q1 		$1.41M Buy
4,779
+106
+2% +$32.2K 0.58% 28
2025
Q4 		$1.51M Buy
4,673
+45
+1% +$13.9K 0.63% 27
2025
Q3 		$1.46M Buy
4,628
+990
+27% +$294K 0.63% 27
2025
Q2 		$1.05M Buy
3,638
+124
+4% +$31.6K 0.46% 31
2025
Q1 		$862K Buy
3,514
+903
+35% +$230K 0.41% 35
2024
Q4 		$626K Buy
2,611
+133
+5% +$31K 0.35% 38
2024
Q3 		$522K Sell
2,478
-186
-7% -$39.2K 0.29% 51
2024
Q2 		$539K Buy
2,664
+815
+44% +$159K 0.33% 41
2024
Q1 		$370K Buy
1,849
+177
+11% +$31.9K 0.23% 61
2023
Q4 		$284K Buy
1,672
+117
+8% +$17.7K 0.15% 66
2023
Q3 		$226K Buy
1,555
+4
+0.3% +$600 0.13% 66
2023
Q2 		$226K Buy
+1,551
New +$213K 0.12% 67
2020
Q2 		– Sell
-844
Closed -$75K – 296
2020
Q1 		$75K Buy
+844
New +$103K 0.07% 88

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

MBE Wealth Management's JPM Position: Q3 2026 in Review

MBE Wealth Management increased its JPMorgan Chase (JPM) stake by 0.23% in Q3 2026, buying an estimated $3.85K and bringing the position to 4,779 shares worth $1.58M. The position accounts for 0.56% of the portfolio, ranked #30.

MBE Wealth Management first reported a position in JPM in Q1 2020 and has held it in 15 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • MBE Wealth Management held 4,779 shares of JPMorgan Chase worth $1.58M as of Q3 2026.
  • MBE Wealth Management bought 11 JPMorgan Chase shares in Q3 2026, an estimated $3.85K.
  • JPMorgan Chase made up 0.56% of MBE Wealth Management's portfolio in Q3 2026, its #30 holding.
  • MBE Wealth Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 15 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.