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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
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 		$9.96M 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

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

MN Wealth Advisors's JPM Position: Q2 2026 in Review

MN Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 85% in Q2 2026, selling an estimated $3.85M and leaving 2,171 shares worth $711K. The position accounts for 0.3% of the portfolio, ranked #63.

MN Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.96M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MN Wealth Advisors held 2,171 shares of JPMorgan Chase worth $711K as of Q2 2026.
  • MN Wealth Advisors sold 12,393 JPMorgan Chase shares in Q2 2026, an estimated $3.85M.
  • JPMorgan Chase made up 0.3% of MN Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • MN Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's JPMorgan Chase position peaked at $9.96M in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.