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Mirabella Financial Services’s JPMorgan Chase JPM Stock Holding History

Mirabella Financial Services’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 		– Sell
-1,137
Closed -$334K – 941
2026
Q1 		$334K Buy
+1,137
New +$345K 0.03% 454
2025
Q4 		– Sell
-39,566
Closed -$12.5M – 734
2025
Q3 		$12.5M Buy
39,566
+22,164
+127% +$6.59M 1.08% 17
2025
Q2 		$5.07M Sell
17,402
-43,397
-71% -$11.1M 0.52% 43
2025
Q1 		$14.9M Buy
60,799
+33,907
+126% +$8.64M 0.61% 36
2024
Q4 		$6.45M Buy
+26,892
New +$6.26M 0.59% 40
2024
Q1 		– Sell
-10,672
Closed -$1.82M – 627
2023
Q4 		$1.82M Buy
+10,672
New +$1.62M 0.24% 93
2023
Q3 		– Sell
-15,800
Closed -$2.3M – 509
2023
Q2 		$2.3M Buy
+15,800
New +$2.17M 0.25% 119
2023
Q1 		– Sell
-9,700
Closed -$1.3M – 502
2022
Q4 		$1.3M Sell
9,700
-65,916
-87% -$8.35M 0.12% 124
2022
Q3 		$8.03M Buy
75,616
+73,372
+3,270% +$8.42M 0.83% 17
2022
Q2 		$253K Buy
+2,244
New +$278K 0.02% 360
2021
Q3 		– Sell
-5,496
Closed -$855K – 487
2021
Q2 		$855K Sell
5,496
-967
-15% -$152K 0.15% 134
2021
Q1 		$984K Sell
6,463
-86,081
-93% -$12.4M 0.31% 86
2020
Q4 		$11.8M Buy
92,544
+83,858
+965% +$9.37M 1.47% 12
2020
Q3 		$836K Sell
8,686
-42,039
-83% -$4.13M 0.11% 98
2020
Q2 		$8.76M Buy
+50,725
New +$4.81M 2.11% 9
2020
Q1 		– Sell
-13,800
Closed -$1.92M – 118
2019
Q4 		$1.92M Buy
+13,800
New +$1.77M 0.35% 71

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

Mirabella Financial Services's JPM Position: Q2 2026 in Review

Mirabella Financial Services sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,137 shares — an estimated $334K sold.

Mirabella Financial Services first reported a position in JPM in Q4 2019 and held it in 16 quarters. The position peaked at $14.9M in Q1 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mirabella Financial Services reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,137 JPMorgan Chase shares in Q2 2026, an estimated $334K.
  • Mirabella Financial Services first reported a position in JPMorgan Chase in Q4 2019 and held it in 16 quarters.
  • Mirabella Financial Services's JPMorgan Chase position peaked at $14.9M in Q1 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.