MFA
JPM icon

Morling Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Morling Financial 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 		$604K Buy
1,844
+30
+2% +$9.32K 0.17% 44
2026
Q1 		$534K Sell
1,814
-29
-2% -$8.8K 0.16% 42
2025
Q4 		$594K Buy
1,843
+29
+2% +$8.98K 0.19% 39
2025
Q3 		$572K Sell
1,814
-128
-7% -$38.1K 0.19% 40
2025
Q2 		$563K Sell
1,942
-3,360
-63% -$857K 0.18% 41
2025
Q1 		$1.3M Buy
5,302
+3,395
+178% +$866K 0.45% 27
2024
Q4 		$457K Buy
1,907
+27
+1% +$6.29K 0.16% 45
2024
Q3 		$396K Sell
1,880
-61
-3% -$12.8K 0.15% 46
2024
Q2 		$393K Buy
1,941
+293
+18% +$57.3K 0.17% 43
2024
Q1 		$330K Sell
1,648
-15
-0.9% -$2.71K 0.19% 48
2023
Q4 		$283K Buy
1,663
+15
+0.9% +$2.27K 0.23% 45
2023
Q3 		$239K Hold
1,648
– – 0.24% 47
2023
Q2 		$240K Sell
1,648
-98
-6% -$13.5K 0.23% 46
2023
Q1 		$228K Buy
1,746
+98
+6% +$13.4K 0.25% 48
2022
Q4 		$221K Hold
1,648
– – 0.28% 48
2022
Q3 		$172K Hold
1,648
– – 0.23% 47
2022
Q2 		$186K Sell
1,648
-8
-0.5% -$991 0.24% 49
2022
Q1 		$226K Buy
1,656
+10
+0.6% +$1.48K 0.29% 48
2021
Q4 		$261K Buy
+1,646
New +$270K 0.25% 40

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

Morling Financial Advisors's JPM Position: Q2 2026 in Review

Morling Financial Advisors increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $9.32K and bringing the position to 1,844 shares worth $604K. The position accounts for 0.17% of the portfolio, ranked #44.

Morling Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q1 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Morling Financial Advisors held 1,844 shares of JPMorgan Chase worth $604K as of Q2 2026.
  • Morling Financial Advisors bought 30 JPMorgan Chase shares in Q2 2026, an estimated $9.32K.
  • JPMorgan Chase made up 0.17% of Morling Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Morling Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Morling Financial Advisors's JPMorgan Chase position peaked at $1.3M in Q1 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.