Michels Family Financial’s JPMorgan Chase JPM Stock Holding History

Michels Family Financial’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	$224K	Hold	683	–	–	0.14%	139
2026 Q1	$201K	Sell	683 -9	-1%	-$2.73K	0.14%	136
2025 Q4	$223K	Buy	+692	New	+$214K	0.16%	130
2025 Q3	–	Sell	-700	Closed	-$203K	–	137
2025 Q2	$203K	Buy	+700	New	+$179K	0.17%	125

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Michels Family Financial's JPM Position: Q2 2026 in Review

Michels Family Financial held its JPMorgan Chase (JPM) position steady in Q2 2026 at 683 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #139.

Michels Family Financial first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Michels Family Financial held 683 shares of JPMorgan Chase worth $224K as of Q2 2026.
Michels Family Financial left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.14% of Michels Family Financial's portfolio in Q2 2026, its #139 holding.
Michels Family Financial first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.