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MMBG Investment Advisors’s JPMorgan Chase JPM Stock Holding History

MMBG Investment 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 		$49.4M Buy
150,943
+6,922
+5% +$2.15M 3.91% 8
2026
Q1 		$42.4M Buy
144,021
+1,694
+1% +$514K 3.89% 8
2025
Q4 		$45.9M Sell
142,327
-2,580
-2% -$799K 3.86% 8
2025
Q3 		$45.7M Buy
144,907
+1,700
+1% +$506K 4.05% 8
2025
Q2 		$41.5M Sell
143,207
-1,708
-1% -$436K 4.13% 6
2025
Q1 		$35.5M Sell
144,915
-1,391
-1% -$355K 4.02% 7
2024
Q4 		$35.1M Sell
146,306
-10,276
-7% -$2.39M 3.72% 7
2024
Q3 		$33M Sell
156,582
-188
-0.1% -$39.6K 3.45% 8
2024
Q2 		$31.7M Sell
156,770
-12,980
-8% -$2.54M 3.4% 8
2024
Q1 		$34M Sell
169,750
-370
-0.2% -$66.8K 3.59% 8
2023
Q4 		$28.9M Buy
170,120
+7,235
+4% +$1.1M 3.41% 8
2023
Q3 		$23.6M Sell
162,885
-7,550
-4% -$1.13M 2.98% 8
2023
Q2 		$23.6M Sell
170,435
-5,189
-3% -$714K 2.87% 8
2023
Q1 		$22.9M Sell
175,624
-33,750
-16% -$4.62M 2.9% 8
2022
Q4 		$28.1M Sell
209,374
-8,265
-4% -$1.05M 3.72% 5
2022
Q3 		$22.7M Buy
217,639
+3,188
+1% +$366K 3.04% 8
2022
Q2 		$24.1M Buy
214,451
+8,134
+4% +$1.01M 3% 8
2022
Q1 		$28.1M Buy
206,317
+5,407
+3% +$798K 2.93% 8
2021
Q4 		$31.8M Buy
+200,910
New +$33M 3.06% 7

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MMBG Investment Advisors's JPM Position: Q2 2026 in Review

MMBG Investment Advisors increased its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, buying an estimated $2.15M and bringing the position to 150,943 shares worth $49.4M. The position accounts for 3.91% of the portfolio, ranked #8.

MMBG Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MMBG Investment Advisors held 150,943 shares of JPMorgan Chase worth $49.4M as of Q2 2026.
  • MMBG Investment Advisors bought 6,922 JPMorgan Chase shares in Q2 2026, an estimated $2.15M.
  • JPMorgan Chase made up 3.91% of MMBG Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • MMBG Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.