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Mendel Capital Management’s JPMorgan Chase JPM Stock Holding History

Mendel Capital 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 		$2.97M Sell
9,065
-130
-1% -$40.4K 1.34% 15
2026
Q1 		$2.7M Buy
+9,195
New +$2.79M 1.36% 15
2025
Q3 		$2.88M Buy
9,146
+89
+1% +$26.5K 1.51% 12
2025
Q2 		$2.63M Sell
9,057
-140
-2% -$35.7K 1.5% 13
2025
Q1 		$2.26M Buy
9,197
+105
+1% +$26.8K 1.37% 12
2024
Q4 		$2.18M Buy
9,092
+206
+2% +$48K 1.32% 12
2024
Q3 		$1.87M Buy
8,886
+120
+1% +$25.3K 1.15% 14
2024
Q2 		$1.77M Sell
8,766
-94
-1% -$18.4K 1.15% 13
2024
Q1 		$1.77M Sell
8,860
-764
-8% -$138K 1.17% 16
2023
Q4 		$1.64M Buy
9,624
+102
+1% +$15.5K 1.18% 13
2023
Q3 		$1.38M Buy
9,522
+16
+0.2% +$2.4K 1.13% 17
2023
Q2 		$1.38M Sell
9,506
-37
-0.4% -$5.09K 1.11% 16
2023
Q1 		$1.24M Buy
9,543
+53
+0.6% +$7.26K 1.12% 17
2022
Q4 		$1.27M Buy
9,490
+163
+2% +$20.7K 1.33% 15
2022
Q3 		$975K Buy
9,327
+323
+4% +$37.1K 1.14% 18
2022
Q2 		$1.01M Sell
9,004
-149
-2% -$18.5K 1.13% 17
2022
Q1 		$1.25M Buy
9,153
+330
+4% +$48.7K 1.18% 15
2021
Q4 		$1.4M Buy
+8,823
New +$1.45M 1.28% 13

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Mendel Capital Management's JPM Position: Q2 2026 in Review

Mendel Capital Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $40.4K and leaving 9,065 shares worth $2.97M. The position accounts for 1.34% of the portfolio, ranked #15.

Mendel Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mendel Capital Management held 9,065 shares of JPMorgan Chase worth $2.97M as of Q2 2026.
  • Mendel Capital Management sold 130 JPMorgan Chase shares in Q2 2026, an estimated $40.4K.
  • JPMorgan Chase made up 1.34% of Mendel Capital Management's portfolio in Q2 2026, its #15 holding.
  • Mendel Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.