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 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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

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

MFA Wealth Services's JPM Position: Q2 2026 in Review

MFA Wealth Services increased its JPMorgan Chase (JPM) stake by 0.46% in Q2 2026, buying an estimated $5.28K and bringing the position to 3,691 shares worth $1.21M. The position accounts for 0.72% of the portfolio, ranked #40.

MFA Wealth Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2025. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

MFA Wealth Services held 3,691 shares of JPMorgan Chase worth $1.21M as of Q2 2026.
MFA Wealth Services bought 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
JPMorgan Chase made up 0.72% of MFA Wealth Services's portfolio in Q2 2026, its #40 holding.
MFA Wealth Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's JPMorgan Chase position peaked at $1.29M in Q3 2025.
1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.