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Mirabaud & Cie’s JPMorgan Chase JPM Stock Holding History

Mirabaud & Cie’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 		$4.59M Sell
14,033
-6,165
-31% -$1.91M 1.84% 12
2026
Q1 		$5.94M Sell
20,198
-6,252
-24% -$1.9M 2.42% 11
2025
Q4 		$8.52M Sell
26,450
-2,844
-10% -$881K 2.75% 10
2025
Q3 		$9.24M Sell
29,294
-2,051
-7% -$610K 2.94% 11
2025
Q2 		$9.09M Sell
31,345
-1,861
-6% -$475K 2.89% 12
2025
Q1 		$8.15M Buy
33,206
+13,840
+71% +$3.53M 2.78% 12
2024
Q4 		$4.64M Sell
19,366
-880
-4% -$205K 1.49% 15
2024
Q3 		$4.27M Sell
20,246
-69
-0.3% -$14.5K 1.24% 18
2024
Q2 		$4.11M Sell
20,315
-817
-4% -$160K 1.39% 23
2024
Q1 		$4.23M Sell
21,132
-1,680
-7% -$303K 1.49% 23
2023
Q4 		$3.88M Buy
+22,812
New +$3.46M 1.29% 23

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Mirabaud & Cie's JPM Position: Q2 2026 in Review

Mirabaud & Cie reduced its JPMorgan Chase (JPM) stake by 31% in Q2 2026, selling an estimated $1.91M and leaving 14,033 shares worth $4.59M. The position accounts for 1.84% of the portfolio, ranked #12.

Mirabaud & Cie first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.24M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mirabaud & Cie held 14,033 shares of JPMorgan Chase worth $4.59M as of Q2 2026.
  • Mirabaud & Cie sold 6,165 JPMorgan Chase shares in Q2 2026, an estimated $1.91M.
  • JPMorgan Chase made up 1.84% of Mirabaud & Cie's portfolio in Q2 2026, its #12 holding.
  • Mirabaud & Cie first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Mirabaud & Cie's JPMorgan Chase position peaked at $9.24M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mirabaud & Cie's 13F filing for Q2 2026, filed 8 Jul 2026.