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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
Q2 		$3.12M Buy
9,540
+301
+3% +$93.5K 2% 9
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
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 $3.37T AUM 44.26% 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

Mosaic Financial Group's JPM Position: Q2 2026 in Review

Mosaic Financial Group increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $93.5K and bringing the position to 9,540 shares worth $3.12M. The position accounts for 2% of the portfolio, ranked #9.

Mosaic Financial Group first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mosaic Financial Group held 9,540 shares of JPMorgan Chase worth $3.12M as of Q2 2026.
  • Mosaic Financial Group bought 301 JPMorgan Chase shares in Q2 2026, an estimated $93.5K.
  • JPMorgan Chase made up 2% of Mosaic Financial Group's portfolio in Q2 2026, its #9 holding.
  • Mosaic Financial Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.