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Mittelman Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mittelman 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 		$243K Sell
435
-377
-46% -$117K 0.16% 49
2026
Q1 		$239K Buy
+812
New +$246K 0.15% 51
2024
Q3 		– Sell
-8,737
Closed -$1.77M – 52
2024
Q2 		$1.77M Sell
8,737
-140
-2% -$27.4K 1.15% 21
2024
Q1 		$1.78M Buy
+8,877
New +$1.6M 1.2% 22

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

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

Mittelman Wealth Management reduced its JPMorgan Chase (JPM) stake by 46% in Q2 2026, selling an estimated $117K and leaving 435 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #49.

Mittelman Wealth Management first reported a position in JPM in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.78M in Q1 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mittelman Wealth Management held 435 shares of JPMorgan Chase worth $243K as of Q2 2026.
  • Mittelman Wealth Management sold 377 JPMorgan Chase shares in Q2 2026, an estimated $117K.
  • JPMorgan Chase made up 0.16% of Mittelman Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Mittelman Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 4 quarters since.
  • Mittelman Wealth Management's JPMorgan Chase position peaked at $1.78M in Q1 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.