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Mesirow Financial Investment Management’s JPMorgan Chase JPM Stock Holding History

Mesirow Financial Investment 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 		$103M Buy
314,532
+2,563
+0.8% +$796K 1.62% 11
2026
Q1 		$91.8M Buy
311,969
+16,866
+6% +$5.12M 1.49% 14
2025
Q4 		$95.1M Sell
295,103
-21,367
-7% -$6.62M 1.95% 11
2025
Q3 		$99.8M Sell
316,470
-2,841
-0.9% -$845K 1.79% 10
2025
Q2 		$92.6M Buy
319,311
+3,333
+1% +$851K 1.81% 10
2025
Q1 		$77.5M Sell
315,978
-3,070
-1% -$783K 1.5% 12
2024
Q4 		$76.5M Sell
319,048
-3,451
-1% -$804K 1.52% 14
2024
Q3 		$68M Sell
322,499
-2,334
-0.7% -$492K 1.32% 17
2024
Q2 		$65.7M Sell
324,833
-3,510
-1% -$686K 1.48% 14
2024
Q1 		$65.8M Buy
328,343
+28,254
+9% +$5.1M 1.5% 14
2023
Q4 		$19.5M Buy
+300,089
New +$45.5M 0.71% 33

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mesirow Financial Investment Management's JPM Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its JPMorgan Chase (JPM) stake by 0.82% in Q2 2026, buying an estimated $796K and bringing the position to 314,532 shares worth $103M. The position accounts for 1.62% of the portfolio, ranked #11.

Mesirow Financial Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mesirow Financial Investment Management held 314,532 shares of JPMorgan Chase worth $103M as of Q2 2026.
  • Mesirow Financial Investment Management bought 2,563 JPMorgan Chase shares in Q2 2026, an estimated $796K.
  • JPMorgan Chase made up 1.62% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #11 holding.
  • Mesirow Financial Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.