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Mountain Capital Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Mountain Capital 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
2026
Q2 		– Sell
-965
Closed -$301K – 97
2026
Q1 		$301K Sell
965
-4
-0.4% -$1.21K 0.04% 62
2025
Q4 		$288K Sell
969
-36
-4% -$11.1K 0.05% 62
2025
Q3 		$312K Sell
1,005
-38
-4% -$11.3K 0.06% 58
2025
Q2 		$303K Sell
1,043
-57
-5% -$14.5K 0.06% 49
2025
Q1 		$269K Sell
1,100
-30
-3% -$7.65K 0.06% 45
2024
Q4 		$293K Sell
1,130
-69
-6% -$16.1K 0.06% 42
2024
Q3 		$287K Sell
1,199
-48
-4% -$10.1K 0.06% 43
2024
Q2 		$262K Buy
+1,247
New +$244K 0.07% 38
2021
Q4 		– Sell
-2,432
Closed -$414K – 125
2021
Q3 		$414K Sell
2,432
-1,245
-34% -$195K 0.22% 109
2021
Q2 		$555K Sell
3,677
-896
-20% -$141K 0.26% 101
2021
Q1 		$705K Sell
4,573
-387
-8% -$55.7K 0.35% 99
2020
Q4 		$685K Buy
4,960
+215
+5% +$24K 0.41% 86
2020
Q3 		$486K Sell
4,745
-807
-15% -$79.2K 0.31% 79
2020
Q2 		$513K Buy
5,552
+343
+7% +$32.5K 0.24% 29
2020
Q1 		$535K Buy
5,209
+1,718
+49% +$209K 0.28% 23
2019
Q4 		$478K Sell
3,491
-2,570
-42% -$330K 0.21% 21
2019
Q3 		$713K Sell
6,061
-1,622
-21% -$183K 0.63% 18
2019
Q2 		$840K Buy
7,683
+487
+7% +$53.7K 0.79% 17
2019
Q1 		$728K Buy
7,196
+1,599
+29% +$165K 0.78% 15
2018
Q4 		$546K Buy
5,597
+230
+4% +$24.5K 0.76% 14
2018
Q3 		$606K Buy
5,367
+721
+16% +$81.8K 0.59% 16
2018
Q2 		$484K Buy
4,646
+595
+15% +$65.3K 0.47% 17
2018
Q1 		$445K Sell
4,051
-1,587
-28% -$180K 0.48% 18
2017
Q4 		$603K Sell
5,638
-16
-0.3% -$1.62K 0.58% 16
2017
Q3 		$540K Buy
5,654
+3,018
+114% +$278K 0.48% 15
2017
Q2 		$241K Buy
+2,636
New +$227K 0.24% 32

Other funds holding JPM

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mountain Capital Investment Advisors's JPM Position: Q2 2026 in Review

Mountain Capital Investment Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 965 shares — an estimated $301K sold.

Mountain Capital Investment Advisors first reported a position in JPM in Q2 2017 and held it in 26 quarters. The position peaked at $840K in Q2 2019. 3,107 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mountain Capital Investment Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 965 JPMorgan Chase shares in Q2 2026, an estimated $301K.
  • Mountain Capital Investment Advisors first reported a position in JPMorgan Chase in Q2 2017 and held it in 26 quarters.
  • Mountain Capital Investment Advisors's JPMorgan Chase position peaked at $840K in Q2 2019.
  • 3,107 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.