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Midland Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Midland Wealth Advisors’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
Q1 		$5.72M Sell
19,434
-787
-4% -$239K 0.29% 29
2025
Q4 		$6.52M Sell
20,221
-1,562
-7% -$484K 0.34% 26
2025
Q3 		$6.87M Sell
21,783
-1,388
-6% -$413K 0.37% 23
2025
Q2 		$6.72M Sell
23,171
-249
-1% -$63.5K 0.37% 19
2025
Q1 		$5.74M Sell
23,420
-650
-3% -$166K 0.34% 21
2024
Q4 		$5.77M Sell
24,070
-1,019
-4% -$237K 0.35% 22
2024
Q3 		$5.29M Sell
25,089
-4,597
-15% -$968K 0.31% 23
2024
Q2 		$6M Buy
29,686
+1,102
+4% +$215K 0.36% 20
2024
Q1 		$5.73M Buy
28,584
+1,724
+6% +$311K 0.35% 20
2023
Q4 		$4.57M Buy
+26,860
New +$4.07M 0.31% 21

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Midland Wealth Advisors's JPM Position: Q1 2026 in Review

Midland Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, selling an estimated $239K and leaving 19,434 shares worth $5.72M. The position accounts for 0.29% of the portfolio, ranked #29.

Midland Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.87M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Midland Wealth Advisors held 19,434 shares of JPMorgan Chase worth $5.72M as of Q1 2026.
  • Midland Wealth Advisors sold 787 JPMorgan Chase shares in Q1 2026, an estimated $239K.
  • JPMorgan Chase made up 0.29% of Midland Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Midland Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Midland Wealth Advisors's JPMorgan Chase position peaked at $6.87M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.