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Mine & Arao Wealth Creation & Management’s JPMorgan Chase JPM Stock Holding History

Mine & Arao Wealth Creation & 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 		$8.49M Buy
25,931
+624
+2% +$194K 3.08% 8
2026
Q1 		$7.44M Buy
25,307
+367
+1% +$111K 3.12% 8
2025
Q4 		$8.04M Buy
24,940
+281
+1% +$87K 3.15% 8
2025
Q3 		$7.78M Buy
24,659
+645
+3% +$192K 3.16% 8
2025
Q2 		$6.96M Sell
24,014
-65
-0.3% -$16.6K 3.11% 7
2025
Q1 		$5.91M Buy
24,079
+34
+0.1% +$8.67K 2.88% 7
2024
Q4 		$5.76M Buy
24,045
+166
+0.7% +$38.7K 2.64% 8
2024
Q3 		$5.04M Buy
23,879
+145
+0.6% +$30.5K 2.34% 8
2024
Q2 		$4.8M Buy
23,734
+3,151
+15% +$616K 2.34% 8
2024
Q1 		$4.12M Buy
20,583
+328
+2% +$59.2K 2.04% 8
2023
Q4 		$3.45M Buy
20,255
+144
+0.7% +$21.8K 1.86% 9
2023
Q3 		$2.92M Buy
20,111
+168
+0.8% +$25.2K 1.77% 9
2023
Q2 		$2.9M Buy
19,943
+421
+2% +$57.9K 1.7% 9
2023
Q1 		$2.54M Buy
19,522
+736
+4% +$101K 1.63% 10
2022
Q4 		$2.52M Buy
18,786
+163
+0.9% +$20.7K 1.86% 9
2022
Q3 		$1.95M Buy
18,623
+3,411
+22% +$391K 1.43% 12
2022
Q2 		$1.71M Buy
15,212
+2,943
+24% +$365K 1.2% 13
2022
Q1 		$1.67M Buy
12,269
+572
+5% +$84.4K 0.98% 17
2021
Q4 		$1.85M Buy
11,697
+478
+4% +$78.5K 1.02% 16
2021
Q3 		$1.84M Buy
11,219
+1,431
+15% +$224K 1.1% 16
2021
Q2 		$1.52M Sell
9,788
-31
-0.3% -$4.87K 0.92% 17
2021
Q1 		$1.49M Sell
9,819
-33
-0.3% -$4.75K 1% 14
2020
Q4 		$1.25M Buy
9,852
+45
+0.5% +$5.03K 0.9% 15
2020
Q3 		$944K Buy
9,807
+864
+10% +$84.8K 0.78% 16
2020
Q2 		$841K Buy
8,943
+693
+8% +$65.8K 0.79% 17
2020
Q1 		$743K Buy
8,250
+550
+7% +$66.8K 0.86% 17
2019
Q4 		$1.07M Buy
+7,700
New +$988K 1.01% 15

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's JPM Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management increased its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, buying an estimated $194K and bringing the position to 25,931 shares worth $8.49M. The position accounts for 3.08% of the portfolio, ranked #8.

Mine & Arao Wealth Creation & Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 25,931 shares of JPMorgan Chase worth $8.49M as of Q2 2026.
  • Mine & Arao Wealth Creation & Management bought 624 JPMorgan Chase shares in Q2 2026, an estimated $194K.
  • JPMorgan Chase made up 3.08% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #8 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.