MCRM
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Midway Capital Research & Management’s JPMorgan Chase JPM Stock Holding History

Midway Capital Research & 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 		$2.66M Buy
8,122
+72
+0.9% +$22.4K 2.11% 16
2026
Q1 		$2.37M Buy
8,050
+59
+0.7% +$17.9K 2.23% 19
2025
Q4 		$2.57M Buy
+7,991
New +$2.47M 2.51% 14

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

Midway Capital Research & Management's JPM Position: Q2 2026 in Review

Midway Capital Research & Management increased its JPMorgan Chase (JPM) stake by 0.89% in Q2 2026, buying an estimated $22.4K and bringing the position to 8,122 shares worth $2.66M. The position accounts for 2.11% of the portfolio, ranked #16.

Midway Capital Research & Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Midway Capital Research & Management held 8,122 shares of JPMorgan Chase worth $2.66M as of Q2 2026.
  • Midway Capital Research & Management bought 72 JPMorgan Chase shares in Q2 2026, an estimated $22.4K.
  • JPMorgan Chase made up 2.11% of Midway Capital Research & Management's portfolio in Q2 2026, its #16 holding.
  • Midway Capital Research & Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.