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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MFG Wealth Management's JPM Position: Q2 2026 in Review

MFG Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.39% in Q2 2026, selling an estimated $5.9K and leaving 4,802 shares worth $1.57M. The position accounts for 1.12% of the portfolio, ranked #44.

MFG Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MFG Wealth Management held 4,802 shares of JPMorgan Chase worth $1.57M as of Q2 2026.
  • MFG Wealth Management sold 19 JPMorgan Chase shares in Q2 2026, an estimated $5.9K.
  • JPMorgan Chase made up 1.12% of MFG Wealth Management's portfolio in Q2 2026, its #44 holding.
  • MFG Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • MFG Wealth Management's JPMorgan Chase position peaked at $1.74M in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.