MBM Wealth Consultants’s JPMorgan Chase JPM Stock Holding History

MBM Wealth Consultants’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	–	Sell	-100	Closed	-$29.4K	–	252
2026 Q1	$29.4K	Buy	+100	New	+$30.3K	0.01%	180
2023 Q2	–	Sell	-150	Closed	-$20K	–	192
2023 Q1	$20K	Hold	150	–	–	0.01%	188
2022 Q4	$20K	Hold	150	–	–	0.01%	202
2022 Q3	$16K	Hold	150	–	–	0.01%	195
2022 Q2	$17K	Hold	150	–	–	0.01%	205
2022 Q1	$20K	Sell	150 -45	-23%	-$6.64K	0.01%	217
2021 Q4	$31K	Hold	195	–	–	0.01%	194
2021 Q3	$32K	Hold	195	–	–	0.01%	174
2021 Q2	$30K	Sell	195 -45	-19%	-$7.07K	0.01%	168
2021 Q1	$37K	Hold	240	–	–	0.02%	152
2020 Q4	$30K	Sell	240 -10	-4%	-$1.12K	0.02%	154
2020 Q3	$24K	Hold	250	–	–	0.02%	157
2020 Q2	$24K	Hold	250	–	–	0.02%	149
2020 Q1	$23K	Hold	250	–	–	0.02%	133
2019 Q4	$35K	Hold	250	–	–	0.03%	133
2019 Q3	$29K	Hold	250	–	–	0.02%	135
2019 Q2	$28K	Hold	250	–	–	0.02%	135
2019 Q1	$25K	Hold	250	–	–	0.02%	143
2018 Q4	$24K	Buy	+250	New	+$26.6K	0.02%	149

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MBM Wealth Consultants's JPM Position: Q2 2026 in Review

MBM Wealth Consultants sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 100 shares — an estimated $29.4K sold.

MBM Wealth Consultants first reported a position in JPM in Q4 2018 and held it in 19 quarters. The position peaked at $37K in Q1 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

MBM Wealth Consultants reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 100 JPMorgan Chase shares in Q2 2026, an estimated $29.4K.
MBM Wealth Consultants first reported a position in JPMorgan Chase in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's JPMorgan Chase position peaked at $37K in Q1 2021.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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