MFG Wealth Management’s JPMorgan Chase JPM Stock Holding History

MFG Wealth 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 Q3	$1.62M	Buy	4,903 +101	+2%	+$35.3K	1.18%	44
2026 Q2	$1.57M	Sell	4,802 -19	-0.4%	-$5.9K	1.12%	44
2026 Q1	$1.42M	Sell	4,821 -172	-3%	-$52.2K	1.18%	44
2025 Q4	$1.61M	Buy	4,993 +26	+0.5%	+$8.05K	1.25%	38
2025 Q3	$1.57M	Sell	4,967 -1,033	-17%	-$307K	1.18%	44
2025 Q2	$1.74M	Buy	+6,000	New	+$1.53M	1.47%	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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

MFG Wealth Management's JPM Position: Q3 2026 in Review

MFG Wealth Management increased its JPMorgan Chase (JPM) stake by 2.1% in Q3 2026, buying an estimated $35.3K and bringing the position to 4,903 shares worth $1.62M. The position accounts for 1.18% of the portfolio, ranked #44.

MFG Wealth Management first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.74M in Q2 2025. 1,860 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

MFG Wealth Management held 4,903 shares of JPMorgan Chase worth $1.62M as of Q3 2026.
MFG Wealth Management bought 101 JPMorgan Chase shares in Q3 2026, an estimated $35.3K.
JPMorgan Chase made up 1.18% of MFG Wealth Management's portfolio in Q3 2026, its #44 holding.
MFG Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
MFG Wealth Management's JPMorgan Chase position peaked at $1.74M in Q2 2025.
1,860 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.