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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
Q2 		$496K Buy
1,514
+14
+0.9% +$4.35K 0.1% 117
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mezzasalma Advisors's JPM Position: Q2 2026 in Review

Mezzasalma Advisors increased its JPMorgan Chase (JPM) stake by 0.93% in Q2 2026, buying an estimated $4.35K and bringing the position to 1,514 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #117.

Mezzasalma Advisors first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $496K in Q4 2025. 5,151 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mezzasalma Advisors held 1,514 shares of JPMorgan Chase worth $496K as of Q2 2026.
  • Mezzasalma Advisors bought 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
  • JPMorgan Chase made up 0.1% of Mezzasalma Advisors's portfolio in Q2 2026, its #117 holding.
  • Mezzasalma Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Mezzasalma Advisors's JPMorgan Chase position peaked at $496K in Q4 2025.
  • 5,151 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.