Mitchell & Pahl Private Wealth’s JPMorgan Chase JPM Stock Holding History

Mitchell & Pahl Private Wealth’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	$490K	Hold	1,498	–	–	0.18%	131
2026 Q1	$441K	Sell	1,498 -13	-0.9%	-$3.94K	0.18%	130
2025 Q4	$487K	Sell	1,511 -3	-0.2%	-$929	0.2%	128
2025 Q3	$478K	Sell	1,514 -21	-1%	-$6.25K	0.2%	130
2025 Q2	$445K	Buy	1,535 +82	+6%	+$20.9K	0.2%	129
2025 Q1	$356K	Hold	1,453	–	–	0.17%	132
2024 Q4	$348K	Buy	+1,453	New	+$338K	0.16%	132

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Mitchell & Pahl Private Wealth's JPM Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,498 shares worth $490K. The position accounts for 0.18% of the portfolio, ranked #131.

Mitchell & Pahl Private Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mitchell & Pahl Private Wealth held 1,498 shares of JPMorgan Chase worth $490K as of Q2 2026.
Mitchell & Pahl Private Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.18% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #131 holding.
Mitchell & Pahl Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.