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MRA Advisory Group’s JPMorgan Chase JPM Stock Holding History

MRA Advisory 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 		$966K Sell
2,951
-2,735
-48% -$849K 0.35% 59
2026
Q1 		$1.67M Buy
5,686
+143
+3% +$43.4K 0.68% 33
2025
Q4 		$1.79M Buy
5,543
+764
+16% +$237K 0.75% 27
2025
Q3 		$1.51M Sell
4,779
-47
-1% -$14K 0.66% 27
2025
Q2 		$1.4M Buy
4,826
+1,507
+45% +$385K 0.66% 23
2025
Q1 		$814K Sell
3,319
-1,116
-25% -$285K 0.43% 31
2024
Q4 		$1.06M Sell
4,435
-430
-9% -$100K 0.56% 29
2024
Q3 		$1.03M Buy
4,865
+91
+2% +$19.2K 0.56% 28
2024
Q2 		$966K Buy
4,774
+28
+0.6% +$5.47K 0.55% 27
2024
Q1 		$951K Sell
4,746
-920
-16% -$166K 0.57% 25
2023
Q4 		$964K Buy
5,666
+1,659
+41% +$251K 0.64% 23
2023
Q3 		$581K Sell
4,007
-2,046
-34% -$307K 0.41% 48
2023
Q2 		$880K Sell
6,053
-830
-12% -$114K 0.61% 32
2023
Q1 		$897K Sell
6,883
-920
-12% -$126K 0.65% 29
2022
Q4 		$1.05M Buy
7,803
+1,648
+27% +$209K 0.82% 24
2022
Q3 		$646K Buy
6,155
+719
+13% +$82.5K 0.55% 35
2022
Q2 		$612K Buy
5,436
+3,155
+138% +$391K 0.54% 36
2022
Q1 		$311K Sell
2,281
-749
-25% -$111K 0.24% 75
2021
Q4 		$480K Buy
3,030
+21
+0.7% +$3.45K 0.37% 61
2021
Q3 		$493K Buy
3,009
+14
+0.5% +$2.19K 0.42% 56
2021
Q2 		$466K Sell
2,995
-132
-4% -$20.7K 0.4% 55
2021
Q1 		$476K Sell
3,127
-34
-1% -$4.89K 0.45% 51
2020
Q4 		$402K Buy
+3,161
New +$353K 0.4% 58

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

MRA Advisory Group's JPM Position: Q2 2026 in Review

MRA Advisory Group reduced its JPMorgan Chase (JPM) stake by 48% in Q2 2026, selling an estimated $849K and leaving 2,951 shares worth $966K. The position accounts for 0.35% of the portfolio, ranked #59.

MRA Advisory Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MRA Advisory Group held 2,951 shares of JPMorgan Chase worth $966K as of Q2 2026.
  • MRA Advisory Group sold 2,735 JPMorgan Chase shares in Q2 2026, an estimated $849K.
  • JPMorgan Chase made up 0.35% of MRA Advisory Group's portfolio in Q2 2026, its #59 holding.
  • MRA Advisory Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • MRA Advisory Group's JPMorgan Chase position peaked at $1.79M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.