Mizuho Securities USA’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $68.7M | Buy |
209,775
+46,778
| +29% | +$14.5M | 1.11% | 14 |
|
|
2026
Q1 | $47.9M | Sell |
162,997
-35,220
| -18% | -$10.7M | 1.13% | 11 |
|
|
2025
Q4 | $62.1M | Sell |
198,217
-2,057
| -1% | -$637K | 1.03% | 13 |
|
|
2025
Q3 | $60.4M | Buy |
200,274
+8,208
| +4% | +$2.44M | 1.22% | 12 |
|
|
2025
Q2 | $55.7M | Sell |
192,066
-31,818
| -14% | -$8.12M | 1.19% | 13 |
|
|
2025
Q1 | $54.9M | Sell |
223,884
-42,946
| -16% | -$10.9M | 1.18% | 12 |
|
|
2024
Q4 | $64M | Buy |
266,830
+82,336
| +45% | +$19.2M | 1.16% | 12 |
|
|
2024
Q3 | $38.9M | Sell |
184,494
-36,919
| -17% | -$7.78M | 0.84% | 13 |
|
|
2024
Q2 | $44.8M | Buy |
+221,413
| New | +$43.3M | 0.99% | 13 |
|
|
2022
Q3 | – | Sell |
-3,584
| Closed | -$404K | – | 244 |
|
|
2022
Q2 | $404K | Hold |
3,584
| – | – | 0.06% | 111 |
|
|
2022
Q1 | $489K | Sell |
3,584
-8,778
| -71% | -$1.3M | 0.07% | 158 |
|
|
2021
Q4 | $1.96M | Sell |
12,362
-1,218
| -9% | -$200K | 0.18% | 129 |
|
|
2021
Q3 | $2.22M | Sell |
13,580
-1,227
| -8% | -$192K | 0.23% | 115 |
|
|
2021
Q2 | $2.3M | Sell |
14,807
-9,039
| -38% | -$1.42M | 0.19% | 94 |
|
|
2021
Q1 | $3.63M | Buy |
+23,846
| New | +$3.43M | 0.35% | 60 |
|
|
2020
Q1 | – | Sell |
-5,270
| Closed | -$735K | – | 143 |
|
|
2019
Q4 | $735K | Sell |
5,270
-9,030
| -63% | -$1.16M | 0.04% | 116 |
|
|
2019
Q3 | $1.68M | Buy |
+14,300
| New | +$1.62M | 0.1% | 79 |
|
|
2018
Q3 | – | Sell |
-77,600
| Closed | -$8.09M | – | 194 |
|
|
2018
Q2 | $8.09M | Buy |
77,600
+68,795
| +781% | +$7.55M | 0.83% | 21 |
|
|
2018
Q1 | $968K | Sell |
8,805
-9,701
| -52% | -$1.1M | 0.06% | 75 |
|
|
2017
Q4 | $1.98M | Buy |
18,506
+3,199
| +21% | +$324K | 0.1% | 59 |
|
|
2017
Q3 | $1.46M | Buy |
+15,307
| New | +$1.41M | 0.08% | 79 |
|
|
2017
Q1 | – | Sell |
-9,439
| Closed | -$814K | – | 206 |
|
|
2016
Q4 | $814K | Sell |
9,439
-21,375
| -69% | -$1.63M | 0.03% | 136 |
|
|
2016
Q3 | $2.05M | Buy |
30,814
+24,829
| +415% | +$1.62M | 0.17% | 87 |
|
|
2016
Q2 | $372K | Buy |
+5,985
| New | +$374K | 0.06% | 133 |
|
|
2015
Q3 | – | Sell |
-13,358
| Closed | -$905K | – | 158 |
|
|
2015
Q2 | $905K | Sell |
13,358
-74,082
| -85% | -$4.84M | 0.11% | 91 |
|
|
2015
Q1 | $5.3M | Sell |
87,440
-27,530
| -24% | -$1.63M | 0.68% | 35 |
|
|
2014
Q4 | $7.2M | Sell |
114,970
-59,023
| -34% | -$3.55M | 0.71% | 33 |
|
|
2014
Q3 | $10.5M | Buy |
+173,993
| New | +$10.2M | 1.23% | 23 |
|
|
2014
Q1 | – | Sell |
-113,771
| Closed | -$6.65M | – | 64 |
|
|
2013
Q4 | $6.65M | Sell |
113,771
-39,131
| -26% | -$2.14M | 0.55% | 44 |
|
|
2013
Q3 | $7.9M | Buy |
152,902
+5,968
| +4% | +$320K | 0.5% | 34 |
|
|
2013
Q2 | $7.76M | Buy |
+146,934
| New | +$7.47M | 0.38% | 33 |
|
Other funds holding JPM
Mizuho Securities USA's JPM Position: Q2 2026 in Review
Mizuho Securities USA increased its JPMorgan Chase (JPM) stake by 29% in Q2 2026, buying an estimated $14.5M and bringing the position to 209,775 shares worth $68.7M. The position accounts for 1.11% of the portfolio, ranked #14.
Mizuho Securities USA first reported a position in JPM in Q2 2013 and has held it in 31 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Mizuho Securities USA held 209,775 shares of JPMorgan Chase worth $68.7M as of Q2 2026.
- Mizuho Securities USA bought 46,778 JPMorgan Chase shares in Q2 2026, an estimated $14.5M.
- JPMorgan Chase made up 1.11% of Mizuho Securities USA's portfolio in Q2 2026, its #14 holding.
- Mizuho Securities USA first reported a position in JPMorgan Chase in Q2 2013 and has held it in 31 quarters since.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.