Mid-American Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Mid-American Wealth Advisory Group’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
2025 Q3	–	Sell	-393	Closed	-$114K	–	180
2025 Q2	$114K	Buy	+393	New	+$100K	0.05%	60
2023 Q3	–	Sell	-5,481	Closed	-$812K	–	59
2023 Q2	$812K	Buy	+5,481	New	+$754K	0.63%	42
2022 Q1	$686K	Sell	5,035 -14	-0.3%	-$2.07K	0.54%	54
2021 Q4	$800K	Buy	+5,049	New	+$829K	0.64%	44

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mid-American Wealth Advisory Group's JPM Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 393 shares — an estimated $114K sold.

Mid-American Wealth Advisory Group first reported a position in JPM in Q4 2021 and held it in 4 quarters. The position peaked at $812K in Q2 2023. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 393 JPMorgan Chase shares in Q3 2025, an estimated $114K.
Mid-American Wealth Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and held it in 4 quarters.
Mid-American Wealth Advisory Group's JPMorgan Chase position peaked at $812K in Q2 2023.
4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.