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Mezzasalma Advisors’s JPMorgan Chase JPM Stock Holding History

Mezzasalma 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
Q1 		$441K Sell
1,500
-25
-2% -$7.59K 0.11% 107
2025
Q4 		$496K Hold
1,525
– – 0.12% 104
2025
Q3 		$481K Hold
1,525
– – 0.12% 99
2025
Q2 		$442K Buy
1,525
+155
+11% +$39.6K 0.13% 93
2025
Q1 		$336K Buy
1,370
+93
+7% +$23.7K 0.12% 109
2024
Q4 		$306K Buy
+1,277
New +$297K 0.1% 111
2024
Q2 		– Sell
-2,078
Closed -$416K – 93
2024
Q1 		$416K Sell
2,078
-10
-0.5% -$1.8K 0.2% 60
2023
Q4 		$355K Sell
2,088
-63
-3% -$9.55K 0.19% 58
2023
Q3 		$312K Buy
2,151
+68
+3% +$10.2K 0.19% 61
2023
Q2 		$303K Buy
2,083
+63
+3% +$8.66K 0.18% 68
2023
Q1 		$263K Hold
2,020
– – 0.19% 71
2022
Q4 		$271K Hold
2,020
– – 0.24% 68
2022
Q3 		$211K Hold
2,020
– – 0.17% 71
2022
Q2 		$227K Hold
2,020
– – 0.19% 70
2022
Q1 		$275K Sell
2,020
-70
-3% -$10.3K 0.17% 73
2021
Q4 		$331K Hold
2,090
– – 0.18% 71
2021
Q3 		$342K Buy
2,090
+2
+0.1% +$314 0.19% 66
2021
Q2 		$325K Hold
2,088
– – 0.18% 68
2021
Q1 		$318K Buy
2,088
+20
+1% +$2.88K 0.2% 67
2020
Q4 		$263K Buy
+2,068
New +$231K 0.17% 76

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mezzasalma Advisors's JPM Position: Q1 2026 in Review

Mezzasalma Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $7.59K and leaving 1,500 shares worth $441K. The position accounts for 0.11% of the portfolio, ranked #107.

Mezzasalma Advisors first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. The position peaked at $496K in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mezzasalma Advisors held 1,500 shares of JPMorgan Chase worth $441K as of Q1 2026.
  • Mezzasalma Advisors sold 25 JPMorgan Chase shares in Q1 2026, an estimated $7.59K.
  • JPMorgan Chase made up 0.11% of Mezzasalma Advisors's portfolio in Q1 2026, its #107 holding.
  • Mezzasalma Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • Mezzasalma Advisors's JPMorgan Chase position peaked at $496K in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.