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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mount Yale Investment Advisors's JPM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $7.82M and bringing the position to 196,682 shares worth $64.4M. The position accounts for 1.19% of the portfolio, ranked #11.

Mount Yale Investment Advisors first reported a position in JPM in Q1 2018 and has held it in 34 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mount Yale Investment Advisors held 196,682 shares of JPMorgan Chase worth $64.4M as of Q2 2026.
Mount Yale Investment Advisors bought 25,171 JPMorgan Chase shares in Q2 2026, an estimated $7.82M.
JPMorgan Chase made up 1.19% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #11 holding.
Mount Yale Investment Advisors first reported a position in JPMorgan Chase in Q1 2018 and has held it in 34 quarters since.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.