MWM
JPM icon

MinichMacGregor Wealth Management’s JPMorgan Chase JPM Stock Holding History

MinichMacGregor Wealth 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 		$1.76M Sell
5,385
-101
-2% -$31.4K 0.27% 50
2026
Q1 		$1.61M Sell
5,486
-1,010
-16% -$307K 0.28% 49
2025
Q4 		$2.09M Buy
6,496
+380
+6% +$118K 0.38% 49
2025
Q3 		$1.93M Buy
6,116
+761
+14% +$226K 0.38% 46
2025
Q2 		$1.55M Sell
5,355
-1,086
-17% -$277K 0.33% 46
2025
Q1 		$1.58M Buy
6,441
+1,134
+21% +$289K 0.35% 48
2024
Q4 		$1.27M Buy
5,307
+619
+13% +$144K 0.26% 52
2024
Q3 		$989K Hold
4,688
– – 0.21% 54
2024
Q2 		$948K Sell
4,688
-48
-1% -$9.38K 0.23% 49
2024
Q1 		$942K Hold
4,736
– – 0.24% 53
2023
Q4 		$806K Sell
4,736
-25
-0.5% -$3.79K 0.23% 45
2023
Q3 		$690K Buy
4,761
+19
+0.4% +$2.85K 0.23% 57
2023
Q2 		$690K Sell
4,742
-135
-3% -$18.6K 0.22% 56
2023
Q1 		$636K Buy
4,877
+211
+5% +$28.9K 0.21% 54
2022
Q4 		$626K Buy
4,666
+1,180
+34% +$150K 0.23% 47
2022
Q3 		$364K Buy
3,486
+8
+0.2% +$918 0.15% 58
2022
Q2 		$391K Buy
3,478
+35
+1% +$4.34K 0.16% 51
2022
Q1 		$469K Hold
3,443
– – 0.15% 62
2021
Q4 		$545K Buy
3,443
+92
+3% +$15.1K 0.17% 58
2021
Q3 		$548K Sell
3,351
-169
-5% -$26.5K 0.18% 51
2021
Q2 		$547K Sell
3,520
-73
-2% -$11.5K 0.19% 51
2021
Q1 		$546K Buy
3,593
+1,233
+52% +$177K 0.2% 53
2020
Q4 		$299K Buy
2,360
+3
+0.1% +$335 0.12% 60
2020
Q3 		$226K Buy
2,357
+200
+9% +$19.6K 0.11% 54
2020
Q2 		$202K Buy
+2,157
New +$205K 0.11% 56
2020
Q1 		– Sell
-2,250
Closed -$313K – 99
2019
Q4 		$313K Sell
2,250
-124
-5% -$15.9K 0.17% 44
2019
Q3 		$279K Buy
2,374
+487
+26% +$55.1K 0.19% 43
2019
Q2 		$214K Buy
+1,887
New +$208K 0.15% 43
2019
Q1 		– Sell
-35,471
Closed -$3.39M – 86
2018
Q4 		$3.39M Buy
35,471
+33,870
+2,116% +$3.61M 2.32% 5
2018
Q3 		$181K Sell
1,601
-93
-5% -$10.6K 0.12% 46
2018
Q2 		$178K Sell
1,694
-67
-4% -$7.35K 0.13% 48
2018
Q1 		$193K Buy
1,761
+28
+2% +$3.17K 0.15% 41
2017
Q4 		$185K Buy
1,733
+32
+2% +$3.24K 0.14% 43
2017
Q3 		$162K Sell
1,701
-200
-11% -$18.4K 0.13% 46
2017
Q2 		$173K Buy
1,901
+200
+12% +$17.3K 0.15% 42
2017
Q1 		$149K Sell
1,701
-2
-0.1% -$176 0.13% 45
2016
Q4 		$146K Sell
1,703
-5
-0.3% -$381 0.14% 45
2016
Q3 		$113K Sell
1,708
-4
-0.2% -$261 0.11% 55
2016
Q2 		$106K Buy
1,712
+6
+0.4% +$375 0.1% 59
2016
Q1 		$101K Buy
1,706
+104
+6% +$6.07K 0.1% 61
2015
Q4 		$105K Buy
+1,602
New +$104K 0.1% 60

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

MinichMacGregor Wealth Management's JPM Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $31.4K and leaving 5,385 shares worth $1.76M. The position accounts for 0.27% of the portfolio, ranked #50.

MinichMacGregor Wealth Management first reported a position in JPM in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.39M in Q4 2018. 2,429 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MinichMacGregor Wealth Management held 5,385 shares of JPMorgan Chase worth $1.76M as of Q2 2026.
  • MinichMacGregor Wealth Management sold 101 JPMorgan Chase shares in Q2 2026, an estimated $31.4K.
  • JPMorgan Chase made up 0.27% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #50 holding.
  • MinichMacGregor Wealth Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 41 quarters since.
  • MinichMacGregor Wealth Management's JPMorgan Chase position peaked at $3.39M in Q4 2018.
  • 2,429 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.