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MJT & Associates Financial Advisory’s JPMorgan Chase JPM Stock Holding History

MJT & Associates Financial Advisory’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 		$42.6K Buy
130
+16
+14% +$4.97K 0.03% 88
2026
Q1 		$33.5K Hold
114
– – 0.02% 94
2025
Q4 		$36.7K Hold
114
– – 0.03% 96
2025
Q3 		$36K Sell
114
-2
-2% -$595 0.03% 96
2025
Q2 		$33.6K Hold
116
– – 0.04% 111
2025
Q1 		$28.5K Buy
+116
New +$29.6K 0.03% 129

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

MJT & Associates Financial Advisory's JPM Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $4.97K and bringing the position to 130 shares worth $42.6K. The position accounts for 0.03% of the portfolio, ranked #88.

MJT & Associates Financial Advisory first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MJT & Associates Financial Advisory held 130 shares of JPMorgan Chase worth $42.6K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
  • JPMorgan Chase made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #88 holding.
  • MJT & Associates Financial Advisory first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.