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 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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MBE Wealth Management's JPM Position: Q2 2026 in Review

MBE Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.23% in Q2 2026, selling an estimated $3.42K and leaving 4,768 shares worth $1.56M. The position accounts for 0.55% of the portfolio, ranked #29.

MBE Wealth Management first reported a position in JPM in Q1 2020 and has held it in 14 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

MBE Wealth Management held 4,768 shares of JPMorgan Chase worth $1.56M as of Q2 2026.
MBE Wealth Management sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
JPMorgan Chase made up 0.55% of MBE Wealth Management's portfolio in Q2 2026, its #29 holding.
MBE Wealth Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 14 quarters since.
2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.