MMA Asset Management’s JPMorgan Chase JPM Stock Holding History

MMA Asset 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	$577K	Buy	1,762 +2	+0.1%	+$621	0.18%	104
2026 Q1	$518K	Sell	1,760 -43	-2%	-$13.1K	0.18%	105
2025 Q4	$581K	Sell	1,803 -299	-14%	-$92.6K	0.21%	93
2025 Q3	$663K	Buy	+2,102	New	+$625K	0.22%	87
2024 Q3	–	Sell	-1,675	Closed	-$339K	–	130
2024 Q2	$339K	Sell	1,675 -292	-15%	-$57.1K	0.16%	89
2024 Q1	$388K	Sell	1,967 -1	-0.1%	-$180	0.18%	83
2023 Q4	$335K	Buy	+1,968	New	+$298K	0.18%	85

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MMA Asset Management's JPM Position: Q2 2026 in Review

MMA Asset Management increased its JPMorgan Chase (JPM) stake by 0.11% in Q2 2026, buying an estimated $621 and bringing the position to 1,762 shares worth $577K. The position accounts for 0.18% of the portfolio, ranked #104.

MMA Asset Management first reported a position in JPM in Q4 2023 and has held it in 7 quarters since. The position peaked at $663K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

MMA Asset Management held 1,762 shares of JPMorgan Chase worth $577K as of Q2 2026.
MMA Asset Management bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.18% of MMA Asset Management's portfolio in Q2 2026, its #104 holding.
MMA Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 7 quarters since.
MMA Asset Management's JPMorgan Chase position peaked at $663K in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.