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Mosaic Family Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Mosaic Family Wealth Partners’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 		$5.26M Buy
16,056
+4,639
+41% +$1.44M 0.35% 41
2026
Q1 		$3.36M Buy
11,417
+237
+2% +$71.9K 0.34% 43
2025
Q4 		$3.6M Buy
11,180
+4,081
+57% +$1.26M 0.4% 37
2025
Q3 		$2.24M Buy
7,099
+288
+4% +$85.7K 0.26% 45
2025
Q2 		$1.97M Sell
6,811
-441
-6% -$113K 0.25% 47
2025
Q1 		$1.78M Sell
7,252
-79
-1% -$20.1K 0.25% 43
2024
Q4 		$1.76M Buy
7,331
+374
+5% +$87.1K 0.25% 44
2024
Q3 		$1.47M Buy
6,957
+67
+1% +$14.1K 0.22% 55
2024
Q2 		$1.39M Buy
6,890
+58
+0.8% +$11.3K 0.22% 54
2024
Q1 		$1.37M Buy
6,832
+724
+12% +$131K 0.23% 56
2023
Q4 		$1.04M Buy
6,108
+519
+9% +$78.7K 0.18% 68
2023
Q3 		$811K Buy
5,589
+21
+0.4% +$3.15K 0.16% 80
2023
Q2 		$809K Sell
5,568
-10
-0.2% -$1.38K 0.16% 83
2023
Q1 		$727K Sell
5,578
-40
-0.7% -$5.48K 0.15% 83
2022
Q4 		$753K Buy
+5,618
New +$712K 0.21% 72

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mosaic Family Wealth Partners's JPM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its JPMorgan Chase (JPM) stake by 41% in Q2 2026, buying an estimated $1.44M and bringing the position to 16,056 shares worth $5.26M. The position accounts for 0.35% of the portfolio, ranked #41.

Mosaic Family Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mosaic Family Wealth Partners held 16,056 shares of JPMorgan Chase worth $5.26M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 4,639 JPMorgan Chase shares in Q2 2026, an estimated $1.44M.
  • JPMorgan Chase made up 0.35% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Mosaic Family Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.