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Mount Yale Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Mount Yale Investment 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
2019
Q3 		– Sell
-6,400
Closed -$2K – 317
2019
Q2 		$2K Hold
6,400
– – ﹤0.01% 314
2019
Q1 		$2K Buy
+6,400
New +$659K ﹤0.01% 307
2018
Q3 		– Sell
-6,400
Closed -$5K – 972
2018
Q2 		$5K Hold
6,400
– – ﹤0.01% 901
2018
Q1 		$8K Buy
+6,400
New +$725K ﹤0.01% 876

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's JPM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its JPMorgan Chase (JPM) stake by 96% in Q1 2026, buying an estimated $25.5M and bringing the position to 171,511 shares worth $50.5M. The position accounts for 1.17% of the portfolio, ranked #12.

Mount Yale Investment Advisors first reported a position in JPM in Q1 2018 and has held it in 33 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mount Yale Investment Advisors held 171,511 shares of JPMorgan Chase worth $50.5M as of Q1 2026.
  • Mount Yale Investment Advisors bought 84,028 JPMorgan Chase shares in Q1 2026, an estimated $25.5M.
  • JPMorgan Chase made up 1.17% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Mount Yale Investment Advisors first reported a position in JPMorgan Chase in Q1 2018 and has held it in 33 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.