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Mission Financial Group’s JPMorgan Chase JPM Stock Holding History

Mission Financial Group’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 		$974K Buy
+2,975
New +$924K 0.81% 35
2025
Q1 		$882K Buy
+2,999
New +$765K 0.81% 33
2021
Q4 		$925K Buy
+2,870
New +$471K 0.86% 32

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

Mission Financial Group's JPM Position: Q2 2026 in Review

Mission Financial Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 2,975 shares worth $974K. The stake represents 0.81% of the portfolio and ranks #35 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in JPM as recently as Q1 2025.

Mission Financial Group first reported a position in JPM in Q4 2021 and has held it in 3 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mission Financial Group held 2,975 shares of JPMorgan Chase worth $974K as of Q2 2026.
  • JPMorgan Chase was a new Mission Financial Group position in Q2 2026.
  • JPMorgan Chase made up 0.81% of Mission Financial Group's portfolio in Q2 2026, its #35 holding.
  • Mission Financial Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 3 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.