MAM
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Mirabaud Asset Management’s JPMorgan Chase JPM Stock Holding History

Mirabaud Asset 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
Q1 		$8.37M Sell
29,497
-14,434
-33% -$4.38M 6.9% 4
2025
Q4 		$12.1M Sell
43,931
-522
-1% -$162K 5.6% 3
2025
Q3 		$14M Hold
44,453
– – 6.8% 3
2025
Q2 		$12.8M Buy
44,453
+778
+2% +$199K 5.94% 3
2025
Q1 		$10.6M Sell
43,675
-785
-2% -$200K 5.55% 3
2024
Q4 		$10.6M Buy
44,460
+5,094
+13% +$1.19M 4.95% 5
2024
Q3 		$8.29M Buy
39,366
+139
+0.4% +$29.3K 3.42% 8
2024
Q2 		$7.93M Buy
+39,227
New +$7.67M 3.65% 8

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mirabaud Asset Management's JPM Position: Q1 2026 in Review

Mirabaud Asset Management reduced its JPMorgan Chase (JPM) stake by 33% in Q1 2026, selling an estimated $4.38M and leaving 29,497 shares worth $8.37M. The position accounts for 6.9% of the portfolio, ranked #4.

Mirabaud Asset Management first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $14M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mirabaud Asset Management held 29,497 shares of JPMorgan Chase worth $8.37M as of Q1 2026.
  • Mirabaud Asset Management sold 14,434 JPMorgan Chase shares in Q1 2026, an estimated $4.38M.
  • JPMorgan Chase made up 6.9% of Mirabaud Asset Management's portfolio in Q1 2026, its #4 holding.
  • Mirabaud Asset Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • Mirabaud Asset Management's JPMorgan Chase position peaked at $14M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mirabaud Asset Management's 13F filing for Q1 2026, filed 13 May 2026.