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Midwest Financial Group’s JPMorgan Chase JPM Stock Holding History

Midwest Financial 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
2026
Q2 		$332K Buy
1,014
+4
+0.4% +$1.24K 0.12% 107
2026
Q1 		$297K Buy
1,010
+88
+10% +$26.7K 0.13% 101
2025
Q4 		$297K Sell
922
-7
-0.8% -$2.17K 0.13% 97
2025
Q3 		$293K Buy
929
+3
+0.3% +$892 0.14% 96
2025
Q2 		$268K Buy
926
+4
+0.4% +$1.02K 0.14% 95
2025
Q1 		$226K Buy
922
+3
+0.3% +$765 0.13% 99
2024
Q4 		$220K Buy
+919
New +$214K 0.13% 102
2024
Q1 		– Sell
-1,570
Closed -$267K – 108
2023
Q4 		$267K Buy
+1,570
New +$238K 0.2% 88

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

Midwest Financial Group's JPM Position: Q2 2026 in Review

Midwest Financial Group increased its JPMorgan Chase (JPM) stake by 0.4% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,014 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #107.

Midwest Financial Group first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Midwest Financial Group held 1,014 shares of JPMorgan Chase worth $332K as of Q2 2026.
  • Midwest Financial Group bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.12% of Midwest Financial Group's portfolio in Q2 2026, its #107 holding.
  • Midwest Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.