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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
2024
Q1 		– Hold
0
– -$187K – 691
2023
Q4 		– Hold
0
– – – 565

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
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 1,326 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.
  • 1,326 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.