MN Wealth Advisors
JPM icon

MN Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

MN Wealth 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
Q3 		$736K Buy
2,225
+54
+2% +$18.9K 0.3% 64
2026
Q2 		$711K Sell
2,171
-12,393
-85% -$3.85M 0.3% 63
2026
Q1 		$4.28M Buy
14,564
+12,539
+619% +$3.81M 2.08% 12
2025
Q4 		$653K Buy
2,025
+73
+4% +$22.6K 0.33% 60
2025
Q3 		$616K Buy
1,952
+72
+4% +$21.4K 0.33% 63
2025
Q2 		$545K Sell
1,880
-14,114
-88% -$3.6M 0.32% 65
2025
Q1 		$3.92M Buy
15,994
+14,395
+900% +$3.67M 2.3% 10
2024
Q4 		$383K Sell
1,599
-45,648
-97% -$10.6M 0.22% 70
2024
Q3 		$10M Buy
47,247
+293
+0.6% +$61.7K 5.67% 2
2024
Q2 		$9.5M Buy
46,954
+327
+0.7% +$63.9K 5.51% 2
2024
Q1 		$9.34M Buy
46,627
+11,274
+32% +$2.03M 5.78% 2
2023
Q4 		$6.01M Buy
+35,353
New +$5.36M 4.14% 5

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MN Wealth Advisors's JPM Position: Q3 2026 in Review

MN Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.5% in Q3 2026, buying an estimated $18.9K and bringing the position to 2,225 shares worth $736K. The position accounts for 0.3% of the portfolio, ranked #64.

MN Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $10M in Q3 2024. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • MN Wealth Advisors held 2,225 shares of JPMorgan Chase worth $736K as of Q3 2026.
  • MN Wealth Advisors bought 54 JPMorgan Chase shares in Q3 2026, an estimated $18.9K.
  • JPMorgan Chase made up 0.3% of MN Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • MN Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's JPMorgan Chase position peaked at $10M in Q3 2024.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.