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MeadowBrook Investment Advisors’s JPMorgan Chase JPM Stock Holding History

MeadowBrook Investment 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 		$5.54M Sell
16,938
-200
-1% -$62.1K 4.39% 3
2026
Q1 		$5.04M Buy
17,138
+42
+0.2% +$12.7K 4.46% 3
2025
Q4 		$5.51M Sell
17,096
-99
-0.6% -$30.7K 4.7% 3
2025
Q3 		$5.42M Sell
17,195
-70
-0.4% -$20.8K 4.66% 5
2025
Q2 		$5.01M Sell
17,265
-247
-1% -$63K 4.47% 5
2025
Q1 		$4.3M Sell
17,512
-315
-2% -$80.3K 4.01% 4
2024
Q4 		$4.27M Sell
17,827
-267
-1% -$62.2K 3.79% 5
2024
Q3 		$3.82M Sell
18,094
-15
-0.1% -$3.16K 3.44% 5
2024
Q2 		$3.66M Sell
18,109
-82
-0.5% -$16K 3.47% 6
2024
Q1 		$3.64M Sell
18,191
-764
-4% -$138K 3.39% 5
2023
Q4 		$3.22M Buy
+18,955
New +$2.87M 3.08% 5

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MeadowBrook Investment Advisors's JPM Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $62.1K and leaving 16,938 shares worth $5.54M. The position accounts for 4.39% of the portfolio, ranked #3.

MeadowBrook Investment Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,976 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MeadowBrook Investment Advisors held 16,938 shares of JPMorgan Chase worth $5.54M as of Q2 2026.
  • MeadowBrook Investment Advisors sold 200 JPMorgan Chase shares in Q2 2026, an estimated $62.1K.
  • JPMorgan Chase made up 4.39% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • MeadowBrook Investment Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 1,976 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.