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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
Q2 		$6.35M Sell
19,399
-35
-0.2% -$10.9K 0.3% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Midland Wealth Advisors's JPM Position: Q2 2026 in Review

Midland Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, selling an estimated $10.9K and leaving 19,399 shares worth $6.35M. The position accounts for 0.3% of the portfolio, ranked #30.

Midland Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.87M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Midland Wealth Advisors held 19,399 shares of JPMorgan Chase worth $6.35M as of Q2 2026.
  • Midland Wealth Advisors sold 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Chase made up 0.3% of Midland Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Midland Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's JPMorgan Chase position peaked at $6.87M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.