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Mitchell Sinkler & Starr’s JPMorgan Chase JPM Stock Holding History

Mitchell Sinkler & Starr’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 		$3.72M Sell
11,373
-15
-0.1% -$4.66K 1.55% 14
2026
Q1 		$3.35M Sell
11,388
-1
-0% -$303 1.55% 14
2025
Q4 		$3.67M Sell
11,389
-120
-1% -$37.2K 1.66% 13
2025
Q3 		$3.63M Sell
11,509
-150
-1% -$44.6K 1.63% 14
2025
Q2 		$3.38M Sell
11,659
-35,950
-76% -$9.17M 1.62% 14
2025
Q1 		$11.7M Sell
47,609
-2,163
-4% -$551K 3.27% 4
2024
Q4 		$11.9M Sell
49,772
-954
-2% -$222K 3.18% 4
2024
Q3 		$10.7M Sell
50,726
-5,247
-9% -$1.11M 2.69% 7
2024
Q2 		$11.7M Sell
55,973
-7,695
-12% -$1.5M 3.01% 7
2024
Q1 		$12.8M Sell
63,668
-8,896
-12% -$1.61M 3.19% 5
2023
Q4 		$12.3M Buy
72,564
+6,755
+10% +$1.02M 2.25% 8
2023
Q3 		$9.54M Sell
65,809
-23,254
-26% -$3.49M 2.94% 10
2023
Q2 		$13M Sell
89,063
-4,164
-4% -$573K 3.68% 6
2023
Q1 		$12.1M Buy
93,227
+1,270
+1% +$174K 3.59% 6
2022
Q4 		$12.3M Sell
91,957
-6,074
-6% -$770K 3.97% 6
2022
Q3 		$10.2M Buy
98,031
+1,129
+1% +$130K 3.97% 8
2022
Q2 		$10.9M Buy
96,902
+510
+0.5% +$63.2K 4.01% 8
2022
Q1 		$13.1M Buy
96,392
+465
+0.5% +$68.6K 4.11% 6
2021
Q4 		$15.2M Buy
95,927
+87,942
+1,101% +$14.4M 4.51% 6
2021
Q3 		$1.31M Buy
7,985
+223
+3% +$35K 1.18% 37
2021
Q2 		$1.21M Hold
7,762
– – 1.1% 34
2021
Q1 		$1.18M Buy
7,762
+550
+8% +$79.1K 1.15% 34
2020
Q4 		$916K Sell
7,212
-800
-10% -$89.4K 0.87% 42
2020
Q3 		$771K Hold
8,012
– – 0.78% 42
2020
Q2 		$754K Hold
8,012
– – 0.86% 39
2020
Q1 		$721K Buy
8,012
+150
+2% +$18.2K 0.94% 37
2019
Q4 		$1.1M Hold
7,862
– – 1.16% 30
2019
Q3 		$925K Sell
7,862
-1,170
-13% -$132K 1.18% 33
2019
Q2 		$1.01M Buy
9,032
+380
+4% +$41.9K 1.15% 34
2019
Q1 		$876K Buy
8,652
+940
+12% +$96.8K 1.01% 38
2018
Q4 		$753K Hold
7,712
– – 0.93% 43
2018
Q3 		$870K Hold
7,712
– – 0.91% 43
2018
Q2 		$804K Buy
7,712
+1,800
+30% +$197K 0.89% 43
2018
Q1 		$650K Buy
5,912
+3,468
+142% +$393K 0.74% 54
2017
Q4 		$261K Hold
2,444
– – 0.39% 72
2017
Q3 		$233K Buy
2,444
+125
+5% +$11.5K 0.37% 75
2017
Q2 		$212K Buy
+2,319
New +$200K 0.35% 75
2013
Q3 		– Sell
-24,045
Closed -$1.27M – 115
2013
Q2 		$1.27M Buy
+24,045
New +$1.22M 0.28% 73

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Mitchell Sinkler & Starr's JPM Position: Q2 2026 in Review

Mitchell Sinkler & Starr reduced its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, selling an estimated $4.66K and leaving 11,373 shares worth $3.72M. The position accounts for 1.55% of the portfolio, ranked #14.

Mitchell Sinkler & Starr first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $15.2M in Q4 2021. 1,694 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mitchell Sinkler & Starr held 11,373 shares of JPMorgan Chase worth $3.72M as of Q2 2026.
  • Mitchell Sinkler & Starr sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 1.55% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #14 holding.
  • Mitchell Sinkler & Starr first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
  • Mitchell Sinkler & Starr's JPMorgan Chase position peaked at $15.2M in Q4 2021.
  • 1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.