Midwest Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Midwest Capital 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	$107K	Hold	325	–	–	0.04%	72
2026 Q1	$95.7K	Buy	325 +195	+150%	+$59.2K	0.04%	70
2025 Q4	$41.8K	Sell	130 -50	-28%	-$15.5K	0.02%	97
2025 Q3	$56.8K	Hold	180	–	–	0.03%	83
2025 Q2	$52.1K	Hold	180	–	–	0.03%	85
2025 Q1	$44.1K	Hold	180	–	–	0.03%	91
2024 Q4	$43K	Buy	+180	New	+$41.9K	0.03%	94

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

Midwest Capital Advisors's JPM Position: Q2 2026 in Review

Midwest Capital Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 325 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #72.

Midwest Capital Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Midwest Capital Advisors held 325 shares of JPMorgan Chase worth $107K as of Q2 2026.
Midwest Capital Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.04% of Midwest Capital Advisors's portfolio in Q2 2026, its #72 holding.
Midwest Capital Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.