Mosaic Financial Group’s JPMorgan Chase JPM Stock Holding History

Mosaic Financial Group’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 Q1	$2.72M	Sell	9,239 -16	-0.2%	-$4.86K	1.93%	9
2025 Q4	$2.98M	Sell	9,255 -37	-0.4%	-$11.5K	2.04%	9
2025 Q3	$2.93M	Buy	9,292 +11	+0.1%	+$3.27K	2.09%	8
2025 Q2	$2.69M	Sell	9,281 -15	-0.2%	-$3.83K	2.06%	8
2025 Q1	$2.28M	Buy	9,296 +78	+0.8%	+$19.9K	1.85%	9
2024 Q4	$2.21M	Sell	9,218 -438	-5%	-$102K	1.59%	10
2024 Q3	$2.04M	Sell	9,656 -40	-0.4%	-$8.43K	1.45%	12
2024 Q2	$1.96M	Sell	9,696 -70	-0.7%	-$13.7K	1.41%	13
2024 Q1	$1.96M	Buy	+9,766	New	+$1.76M	1.57%	13

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mosaic Financial Group's JPM Position: Q1 2026 in Review

Mosaic Financial Group reduced its JPMorgan Chase (JPM) stake by 0.17% in Q1 2026, selling an estimated $4.86K and leaving 9,239 shares worth $2.72M. The position accounts for 1.93% of the portfolio, ranked #9.

Mosaic Financial Group first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.98M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Mosaic Financial Group held 9,239 shares of JPMorgan Chase worth $2.72M as of Q1 2026.
Mosaic Financial Group sold 16 JPMorgan Chase shares in Q1 2026, an estimated $4.86K.
JPMorgan Chase made up 1.93% of Mosaic Financial Group's portfolio in Q1 2026, its #9 holding.
Mosaic Financial Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's JPMorgan Chase position peaked at $2.98M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.