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MBL Wealth’s JPMorgan Chase JPM Stock Holding History

MBL Wealth’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 		$4.33M Sell
13,232
-266
-2% -$82.6K 0.3% 63
2026
Q1 		$3.97M Sell
13,498
-39
-0.3% -$11.8K 0.3% 64
2025
Q4 		$4.36M Buy
13,537
+2,899
+27% +$898K 0.35% 60
2025
Q3 		$3.36M Buy
10,638
+721
+7% +$214K 0.29% 64
2025
Q2 		$2.88M Sell
9,917
-217
-2% -$55.4K 0.27% 64
2025
Q1 		$2.49M Buy
10,134
+147
+1% +$37.5K 0.25% 64
2024
Q4 		$2.39M Sell
9,987
-634
-6% -$148K 0.24% 64
2024
Q3 		$2.24M Buy
10,621
+89
+0.8% +$18.7K 0.24% 62
2024
Q2 		$2.13M Buy
10,532
+134
+1% +$26.2K 0.24% 61
2024
Q1 		$2.08M Sell
10,398
-1,035
-9% -$187K 0.24% 57
2023
Q4 		$1.94M Buy
11,433
+473
+4% +$71.7K 0.24% 54
2023
Q3 		$1.59M Sell
10,960
-168
-2% -$25.2K 0.22% 53
2023
Q2 		$1.62M Sell
11,128
-213
-2% -$29.3K 0.23% 53
2023
Q1 		$1.48M Buy
11,341
+160
+1% +$21.9K 0.23% 52
2022
Q4 		$1.5M Buy
11,181
+420
+4% +$53.2K 0.29% 51
2022
Q3 		$1.12M Buy
10,761
+688
+7% +$79K 0.24% 61
2022
Q2 		$1.13M Buy
10,073
+638
+7% +$79K 0.28% 60
2022
Q1 		$1.29M Buy
+9,435
New +$1.39M 0.31% 55
2021
Q1 		$1.09M Buy
7,131
+709
+11% +$102K 0.38% 50
2020
Q4 		$816K Buy
+6,422
New +$718K 0.32% 53

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MBL Wealth's JPM Position: Q2 2026 in Review

MBL Wealth reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2026, selling an estimated $82.6K and leaving 13,232 shares worth $4.33M. The position accounts for 0.3% of the portfolio, ranked #63.

MBL Wealth first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.36M in Q4 2025. 3,131 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MBL Wealth held 13,232 shares of JPMorgan Chase worth $4.33M as of Q2 2026.
  • MBL Wealth sold 266 JPMorgan Chase shares in Q2 2026, an estimated $82.6K.
  • JPMorgan Chase made up 0.3% of MBL Wealth's portfolio in Q2 2026, its #63 holding.
  • MBL Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's JPMorgan Chase position peaked at $4.36M in Q4 2025.
  • 3,131 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.