MWM
JPM icon

Melfa Wealth Management’s JPMorgan Chase JPM Stock Holding History

Melfa 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 		$837K Sell
2,557
-150
-6% -$46.6K 0.45% 48
2026
Q1 		$796K Buy
2,707
+36
+1% +$10.9K 0.46% 55
2025
Q4 		$861K Buy
2,671
+30
+1% +$9.29K 0.5% 52
2025
Q3 		$833K Sell
2,641
-25
-0.9% -$7.43K 0.49% 52
2025
Q2 		$773K Sell
2,666
-75
-3% -$19.1K 0.49% 53
2025
Q1 		$672K Hold
2,741
– – 0.45% 55
2024
Q4 		$657K Buy
2,741
+258
+10% +$60.1K 0.44% 56
2024
Q3 		$524K Sell
2,483
-88
-3% -$18.5K 0.35% 75
2024
Q2 		$520K Buy
2,571
+103
+4% +$20.1K 0.36% 70
2024
Q1 		$494K Buy
+2,468
New +$445K 0.36% 71

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Melfa Wealth Management reduced its JPMorgan Chase (JPM) stake by 5.5% in Q2 2026, selling an estimated $46.6K and leaving 2,557 shares worth $837K. The position accounts for 0.45% of the portfolio, ranked #48.

Melfa Wealth Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $861K in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Melfa Wealth Management held 2,557 shares of JPMorgan Chase worth $837K as of Q2 2026.
  • Melfa Wealth Management sold 150 JPMorgan Chase shares in Q2 2026, an estimated $46.6K.
  • JPMorgan Chase made up 0.45% of Melfa Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Melfa Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • Melfa Wealth Management's JPMorgan Chase position peaked at $861K in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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