MFA Wealth Services’s JPMorgan Chase JPM Stock Holding History

MFA Wealth Services’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 Q3	$1.18M	Sell	3,572 -119	-3%	-$41.6K	0.7%	38
2026 Q2	$1.21M	Buy	3,691 +17	+0.5%	+$5.28K	0.72%	40
2026 Q1	$1.08M	Sell	3,674 -45	-1%	-$13.7K	0.72%	43
2025 Q4	$1.2M	Sell	3,719 -366	-9%	-$113K	0.81%	36
2025 Q3	$1.29M	Buy	4,085 +42	+1%	+$12.5K	0.89%	27
2025 Q2	$1.17M	Buy	4,043 +123	+3%	+$31.4K	0.88%	29
2025 Q1	$962K	Sell	3,920 -203	-5%	-$51.8K	0.79%	34
2024 Q4	$988K	Buy	+4,123	New	+$960K	0.79%	37

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

MFA Wealth Services's JPM Position: Q3 2026 in Review

MFA Wealth Services reduced its JPMorgan Chase (JPM) stake by 3.2% in Q3 2026, selling an estimated $41.6K and leaving 3,572 shares worth $1.18M. The position accounts for 0.7% of the portfolio, ranked #38.

MFA Wealth Services first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

MFA Wealth Services held 3,572 shares of JPMorgan Chase worth $1.18M as of Q3 2026.
MFA Wealth Services sold 119 JPMorgan Chase shares in Q3 2026, an estimated $41.6K.
JPMorgan Chase made up 0.7% of MFA Wealth Services's portfolio in Q3 2026, its #38 holding.
MFA Wealth Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's JPMorgan Chase position peaked at $1.29M in Q3 2025.
1,453 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.