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MOKAN Wealth Management’s JPMorgan Chase JPM Stock Holding History

MOKAN Wealth 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 		$6.04M Buy
18,467
+3,038
+20% +$943K 2.31% 13
2026
Q1 		$4.54M Buy
15,429
+4,374
+40% +$1.33M 2.01% 14
2025
Q4 		$3.56M Buy
11,055
+1,694
+18% +$524K 1.58% 21
2025
Q3 		$2.95M Buy
+9,361
New +$2.78M 1.49% 22

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MOKAN Wealth Management's JPM Position: Q2 2026 in Review

MOKAN Wealth Management increased its JPMorgan Chase (JPM) stake by 20% in Q2 2026, buying an estimated $943K and bringing the position to 18,467 shares worth $6.04M. The position accounts for 2.31% of the portfolio, ranked #13.

MOKAN Wealth Management first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 2,581 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MOKAN Wealth Management held 18,467 shares of JPMorgan Chase worth $6.04M as of Q2 2026.
  • MOKAN Wealth Management bought 3,038 JPMorgan Chase shares in Q2 2026, an estimated $943K.
  • JPMorgan Chase made up 2.31% of MOKAN Wealth Management's portfolio in Q2 2026, its #13 holding.
  • MOKAN Wealth Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 2,581 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.