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MKT Advisors’s JPMorgan Chase JPM Stock Holding History

MKT Advisors’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 		$855K Buy
2,520
+31
+1% +$9.63K 0.27% 50
2026
Q1 		$740K Sell
2,489
-1
-0% -$303 0.25% 59
2025
Q4 		$832K Sell
2,490
-398
-14% -$123K 0.28% 50
2025
Q3 		$897K Buy
2,888
+12
+0.4% +$3.57K 0.33% 51
2025
Q2 		$835K Buy
2,876
+7
+0.2% +$1.79K 0.33% 47
2025
Q1 		$615K Buy
2,869
+91
+3% +$23.2K 0.29% 53
2024
Q4 		$720K Buy
2,778
+19
+0.7% +$4.42K 0.31% 49
2024
Q3 		$572K Buy
2,759
+1
+0% +$211 0.27% 65
2024
Q2 		$573K Buy
2,758
+180
+7% +$35.2K 0.28% 57
2024
Q1 		$504K Buy
2,578
+1
+0% +$180 0.28% 69
2023
Q4 		$444K Buy
2,577
+40
+2% +$6.06K 0.29% 73
2023
Q3 		$365K Sell
2,537
-5
-0.2% -$750 0.28% 73
2023
Q2 		$399K Hold
2,542
– – 0.28% 69
2023
Q1 		$324K Buy
2,542
+41
+2% +$5.62K 0.24% 82
2022
Q4 		$349K Buy
2,501
+148
+6% +$18.8K 0.26% 79
2022
Q3 		$246K Sell
2,353
-198
-8% -$22.7K 0.21% 97
2022
Q2 		$288K Buy
2,551
+214
+9% +$26.5K 0.22% 94
2022
Q1 		$285K Sell
2,337
-41
-2% -$6.05K 0.22% 97
2021
Q4 		$352K Buy
+2,378
New +$391K 0.28% 81

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

MKT Advisors's JPM Position: Q2 2026 in Review

MKT Advisors increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $9.63K and bringing the position to 2,520 shares worth $855K. The position accounts for 0.27% of the portfolio, ranked #50.

MKT Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $897K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MKT Advisors held 2,520 shares of JPMorgan Chase worth $855K as of Q2 2026.
  • MKT Advisors bought 31 JPMorgan Chase shares in Q2 2026, an estimated $9.63K.
  • JPMorgan Chase made up 0.27% of MKT Advisors's portfolio in Q2 2026, its #50 holding.
  • MKT Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's JPMorgan Chase position peaked at $897K in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.