MWM
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Mission Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mission Wealth 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 		$36.2M Buy
110,524
+47,275
+75% +$14.7M 0.44% 35
2026
Q1 		$18.6M Sell
63,249
-4,111
-6% -$1.25M 0.38% 45
2025
Q4 		$21.7M Sell
67,360
-2,861
-4% -$886K 0.43% 38
2025
Q3 		$22.1M Sell
70,221
-19,230
-21% -$5.72M 0.44% 38
2025
Q2 		$25.9M Buy
89,451
+1,181
+1% +$301K 0.55% 31
2025
Q1 		$21.7M Buy
88,270
+8,057
+10% +$2.05M 0.53% 32
2024
Q4 		$19.2M Buy
80,213
+154
+0.2% +$35.9K 0.45% 38
2024
Q3 		$16.9M Buy
80,059
+23,230
+41% +$4.89M 0.41% 35
2024
Q2 		$11.5M Buy
56,829
+2,443
+4% +$478K 0.3% 46
2024
Q1 		$10.9M Buy
54,386
+20,007
+58% +$3.61M 0.29% 49
2023
Q4 		$5.85M Buy
34,379
+2,423
+8% +$367K 0.19% 74
2023
Q3 		$4.63M Buy
31,956
+1,838
+6% +$276K 0.17% 75
2023
Q2 		$4.38M Buy
30,118
+4,138
+16% +$569K 0.17% 78
2023
Q1 		$3.39M Sell
25,980
-493
-2% -$67.5K 0.14% 82
2022
Q4 		$3.55M Buy
26,473
+2,098
+9% +$266K 0.17% 75
2022
Q3 		$2.55M Buy
24,375
+384
+2% +$44.1K 0.13% 97
2022
Q2 		$2.7M Buy
23,991
+756
+3% +$93.7K 0.14% 89
2022
Q1 		$3.17M Sell
23,235
-525
-2% -$77.5K 0.15% 85
2021
Q4 		$3.76M Buy
23,760
+5,266
+28% +$865K 0.17% 71
2021
Q3 		$3.03M Sell
18,494
-513
-3% -$80.4K 0.15% 79
2021
Q2 		$2.96M Buy
19,007
+559
+3% +$87.8K 0.16% 77
2021
Q1 		$2.81M Buy
18,448
+2,676
+17% +$385K 0.16% 71
2020
Q4 		$2M Buy
15,772
+174
+1% +$19.4K 0.13% 82
2020
Q3 		$1.5M Sell
15,598
-1,418
-8% -$139K 0.11% 89
2020
Q2 		$1.6M Buy
17,016
+2,444
+17% +$232K 0.14% 83
2020
Q1 		$1.31M Buy
14,572
+1,334
+10% +$162K 0.14% 85
2019
Q4 		$1.84M Buy
13,238
+161
+1% +$20.6K 0.18% 78
2019
Q3 		$1.54M Buy
13,077
+1,547
+13% +$175K 0.16% 76
2019
Q2 		$1.29M Sell
11,530
-318
-3% -$35.1K 0.14% 81
2019
Q1 		$1.2M Sell
11,848
-2
-0% -$206 0.14% 86
2018
Q4 		$1.16M Buy
11,850
+558
+5% +$59.5K 0.15% 78
2018
Q3 		$1.27M Sell
11,292
-37
-0.3% -$4.2K 0.17% 76
2018
Q2 		$1.18M Buy
11,329
+355
+3% +$38.9K 0.17% 74
2018
Q1 		$1.21M Buy
10,974
+388
+4% +$43.9K 0.19% 60
2017
Q4 		$1.13M Buy
10,586
+213
+2% +$21.6K 0.19% 59
2017
Q3 		$991K Buy
10,373
+261
+3% +$24.1K 0.18% 66
2017
Q2 		$924K Sell
10,112
-565
-5% -$48.8K 0.18% 66
2017
Q1 		$938K Sell
10,677
-809
-7% -$71.4K 0.18% 64
2016
Q4 		$991K Buy
11,486
+2,790
+32% +$213K 0.2% 59
2016
Q3 		$579K Sell
8,696
-304
-3% -$19.8K 0.14% 79
2016
Q2 		$559K Sell
9,000
-188
-2% -$11.7K 0.15% 71
2016
Q1 		$544K Buy
9,188
+3,224
+54% +$188K 0.15% 74
2015
Q4 		$394K Buy
5,964
+1,016
+21% +$66.2K 0.11% 80
2015
Q3 		$302K Buy
4,948
+489
+11% +$32K 0.09% 97
2015
Q2 		$270K Buy
+4,459
New +$291K 0.09% 103

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mission Wealth Management's JPM Position: Q2 2026 in Review

Mission Wealth Management increased its JPMorgan Chase (JPM) stake by 75% in Q2 2026, buying an estimated $14.7M and bringing the position to 110,524 shares worth $36.2M. The position accounts for 0.44% of the portfolio, ranked #35.

Mission Wealth Management first reported a position in JPM in Q2 2015 and has held it in 45 quarters since. 1,065 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mission Wealth Management held 110,524 shares of JPMorgan Chase worth $36.2M as of Q2 2026.
  • Mission Wealth Management bought 47,275 JPMorgan Chase shares in Q2 2026, an estimated $14.7M.
  • JPMorgan Chase made up 0.44% of Mission Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Mission Wealth Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 45 quarters since.
  • 1,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.