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
Q2 		$2.55M Sell
7,738
-21,759
-74% -$6.76M 2.12% 19
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 $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

Mirabaud Asset Management's JPM Position: Q2 2026 in Review

Mirabaud Asset Management reduced its JPMorgan Chase (JPM) stake by 74% in Q2 2026, selling an estimated $6.76M and leaving 7,738 shares worth $2.55M. The position accounts for 2.12% of the portfolio, ranked #19.

Mirabaud Asset Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $14M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mirabaud Asset Management held 7,738 shares of JPMorgan Chase worth $2.55M as of Q2 2026.
  • Mirabaud Asset Management sold 21,759 JPMorgan Chase shares in Q2 2026, an estimated $6.76M.
  • JPMorgan Chase made up 2.12% of Mirabaud Asset Management's portfolio in Q2 2026, its #19 holding.
  • Mirabaud Asset Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • Mirabaud Asset Management's JPMorgan Chase position peaked at $14M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mirabaud Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.