Mendota Financial Group’s JPMorgan Chase JPM Stock Holding History

Mendota Financial Group’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	$207K	Buy	+631	New	+$196K	0.13%	32
2026 Q1	–	Sell	-631	Closed	-$203K	–	68
2025 Q4	$203K	Hold	631	–	–	0.15%	34
2025 Q3	$199K	Hold	631	–	–	0.15%	33
2025 Q2	$183K	Sell	631 -8	-1%	-$2.04K	0.17%	27
2025 Q1	$157K	Sell	639 -108	-14%	-$27.5K	0.17%	23
2024 Q4	$179K	Sell	747 -95	-11%	-$22.1K	0.12%	49
2024 Q3	$178K	Sell	842 -110	-12%	-$23.2K	0.08%	72
2024 Q2	$192K	Sell	952 -167	-15%	-$32.6K	0.1%	56
2024 Q1	$224K	Sell	1,119 -442	-28%	-$79.8K	0.13%	51
2023 Q4	$266K	Buy	1,561 +1,078	+223%	+$163K	0.21%	52
2023 Q3	$70K	Hold	483	–	–	0.07%	118
2023 Q2	$70.2K	Sell	483 -16	-3%	-$2.2K	0.08%	114
2023 Q1	$68K	Hold	499	–	–	0.07%	123
2022 Q4	$66.9K	Buy	+499	New	+$63.2K	0.09%	120

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mendota Financial Group's JPM Position: Q2 2026 in Review

Mendota Financial Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 631 shares worth $207K. The stake represents 0.13% of the portfolio and ranks #32 among its holdings. This is a return to the name: Mendota Financial Group previously reported a position in JPM as recently as Q4 2025.

Mendota Financial Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $266K in Q4 2023. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mendota Financial Group held 631 shares of JPMorgan Chase worth $207K as of Q2 2026.
JPMorgan Chase was a new Mendota Financial Group position in Q2 2026.
JPMorgan Chase made up 0.13% of Mendota Financial Group's portfolio in Q2 2026, its #32 holding.
Mendota Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Mendota Financial Group's JPMorgan Chase position peaked at $266K in Q4 2023.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.