Mirador Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.6M | Sell |
56,740
-385
| -0.7% | -$120K | 2.27% | 8 |
|
|
2026
Q1 | $16.8M | Sell |
57,125
-488
| -0.8% | -$148K | 2.38% | 8 |
|
|
2025
Q4 | $18.6M | Buy |
57,613
+93
| +0.2% | +$28.8K | 2.54% | 7 |
|
|
2025
Q3 | $18.1M | Sell |
57,520
-651
| -1% | -$194K | 2.57% | 9 |
|
|
2025
Q2 | $16.9M | Buy |
58,171
+628
| +1% | +$160K | 2.74% | 8 |
|
|
2025
Q1 | $14.1M | Buy |
57,543
+2,766
| +5% | +$705K | 2.47% | 10 |
|
|
2024
Q4 | $13.1M | Buy |
54,777
+258
| +0.5% | +$60.1K | 2.38% | 12 |
|
|
2024
Q3 | $11.5M | Buy |
54,519
+669
| +1% | +$141K | 2.07% | 12 |
|
|
2024
Q2 | $10.9M | Sell |
53,850
-72
| -0.1% | -$14.1K | 2.05% | 11 |
|
|
2024
Q1 | $10.8M | Buy |
53,922
+2,646
| +5% | +$477K | 2.06% | 11 |
|
|
2023
Q4 | $8.72M | Buy |
51,276
+475
| +0.9% | +$72K | 1.85% | 11 |
|
|
2023
Q3 | $7.37M | Buy |
50,801
+979
| +2% | +$147K | 1.68% | 11 |
|
|
2023
Q2 | $7.25M | Buy |
49,822
+956
| +2% | +$131K | 1.72% | 11 |
|
|
2023
Q1 | $6.37M | Sell |
48,866
-7,387
| -13% | -$1.01M | 1.51% | 16 |
|
|
2022
Q4 | $7.54M | Sell |
56,253
-530
| -0.9% | -$67.2K | 1.78% | 13 |
|
|
2022
Q3 | $5.93M | Buy |
56,783
+276
| +0.5% | +$31.7K | 1.43% | 18 |
|
|
2022
Q2 | $6.36M | Buy |
56,507
+2,515
| +5% | +$312K | 1.5% | 19 |
|
|
2022
Q1 | $7.36M | Buy |
53,992
+985
| +2% | +$145K | 1.49% | 17 |
|
|
2021
Q4 | $8.39M | Buy |
53,007
+2,084
| +4% | +$342K | 1.77% | 15 |
|
|
2021
Q3 | $8.34M | Buy |
50,923
+784
| +2% | +$123K | 1.89% | 13 |
|
|
2021
Q2 | $7.8M | Buy |
50,139
+1,540
| +3% | +$242K | 1.76% | 15 |
|
|
2021
Q1 | $7.4M | Buy |
48,599
+6,645
| +16% | +$956K | 1.9% | 10 |
|
|
2020
Q4 | $5.33M | Buy |
41,954
+5,921
| +16% | +$662K | 1.46% | 20 |
|
|
2020
Q3 | $3.47M | Buy |
36,033
+877
| +2% | +$86.1K | 1.08% | 31 |
|
|
2020
Q2 | $3.31M | Buy |
35,156
+895
| +3% | +$84.9K | 1.24% | 23 |
|
|
2020
Q1 | $3.09M | Buy |
34,261
+1,060
| +3% | +$129K | 1.29% | 23 |
|
|
2019
Q4 | $4.63M | Buy |
33,201
+275
| +0.8% | +$35.3K | 1.87% | 12 |
|
|
2019
Q3 | $3.88M | Buy |
32,926
+47
| +0.1% | +$5.32K | 1.73% | 13 |
|
|
2019
Q2 | $3.68M | Buy |
32,879
+154
| +0.5% | +$17K | 1.81% | 13 |
|
|
2019
Q1 | $3.31M | Buy |
32,725
+201
| +0.6% | +$20.7K | 1.8% | 16 |
|
|
2018
Q4 | $3.17M | Sell |
32,524
-1,282
| -4% | -$137K | 1.96% | 14 |
|
|
2018
Q3 | $3.81M | Buy |
33,806
+1,254
| +4% | +$142K | 1.87% | 11 |
|
|
2018
Q2 | $3.39M | Sell |
32,552
-701
| -2% | -$76.9K | 1.85% | 12 |
|
|
2018
Q1 | $3.62M | Sell |
33,253
-168
| -0.5% | -$19K | 2.52% | 7 |
|
|
2017
Q4 | $3.57M | Buy |
33,421
+309
| +0.9% | +$31.3K | 1.96% | 13 |
|
|
2017
Q3 | $3.21M | Buy |
33,112
+275
| +0.8% | +$25.4K | 1.88% | 14 |
|
|
2017
Q2 | $3.08M | Buy |
32,837
+553
| +2% | +$47.7K | 1.88% | 11 |
|
|
2017
Q1 | $2.84M | Buy |
32,284
+5,876
| +22% | +$518K | 2.07% | 11 |
|
|
2016
Q4 | $2.28M | Sell |
26,408
-2,580
| -9% | -$197K | 1.83% | 14 |
|
|
2016
Q3 | $1.93M | Sell |
28,988
-399
| -1% | -$26K | 1.7% | 14 |
|
|
2016
Q2 | $1.9M | Sell |
29,387
-16,227
| -36% | -$1.01M | 1.91% | 12 |
|
|
2016
Q1 | $2.7M | Buy |
+45,614
| New | +$2.66M | 2.99% | 5 |
|
Other funds holding JPM
Mirador Capital Partners's JPM Position: Q2 2026 in Review
Mirador Capital Partners reduced its JPMorgan Chase (JPM) stake by 0.67% in Q2 2026, selling an estimated $120K and leaving 56,740 shares worth $18.6M. The position accounts for 2.27% of the portfolio, ranked #8.
Mirador Capital Partners first reported a position in JPM in Q1 2016 and has held it in 42 quarters since. 2,921 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Mirador Capital Partners held 56,740 shares of JPMorgan Chase worth $18.6M as of Q2 2026.
- Mirador Capital Partners sold 385 JPMorgan Chase shares in Q2 2026, an estimated $120K.
- JPMorgan Chase made up 2.27% of Mirador Capital Partners's portfolio in Q2 2026, its #8 holding.
- Mirador Capital Partners first reported a position in JPMorgan Chase in Q1 2016 and has held it in 42 quarters since.
- 2,921 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.