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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
Q3 		$37.7K Sell
114
-16
-12% -$5.6K 0.02% 80
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MJT & Associates Financial Advisory's JPM Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its JPMorgan Chase (JPM) stake by 12% in Q3 2026, selling an estimated $5.6K and leaving 114 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #80.

MJT & Associates Financial Advisory first reported a position in JPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $42.6K in Q2 2026. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • MJT & Associates Financial Advisory held 114 shares of JPMorgan Chase worth $37.7K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 16 JPMorgan Chase shares in Q3 2026, an estimated $5.6K.
  • JPMorgan Chase made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #80 holding.
  • MJT & Associates Financial Advisory first reported a position in JPMorgan Chase in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's JPMorgan Chase position peaked at $42.6K in Q2 2026.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.