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Mraz Amerine & Associates’s JPMorgan Chase JPM Stock Holding History

Mraz Amerine & Associates’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
-912
Closed -$268K – 203
2026
Q1 		$268K Buy
912
+1
+0.1% +$303 0.04% 148
2025
Q4 		$294K Sell
911
-10
-1% -$3.1K 0.04% 139
2025
Q3 		$291K Sell
921
-79
-8% -$23.5K 0.05% 142
2025
Q2 		$290K Sell
1,000
-100
-9% -$25.5K 0.05% 151
2025
Q1 		$267K Buy
1,100
+59
+6% +$15K 0.05% 139
2024
Q4 		$250K Buy
+1,041
New +$242K 0.04% 137
2020
Q1 		– Sell
-1,787
Closed -$249K – 167
2019
Q4 		$249K Hold
1,787
– – 0.07% 138
2019
Q3 		$210K Sell
1,787
-150
-8% -$17K 0.06% 152
2019
Q2 		$217K Sell
1,937
-61
-3% -$6.73K 0.06% 145
2019
Q1 		$202K Sell
1,998
-84
-4% -$8.65K 0.06% 144
2018
Q4 		$203K Hold
2,082
– – 0.07% 139
2018
Q3 		$235K Sell
2,082
-12
-0.6% -$1.36K 0.07% 140
2018
Q2 		$218K Hold
2,094
– – 0.07% 143
2018
Q1 		$230K Hold
2,094
– – 0.07% 131
2017
Q4 		$224K Hold
2,094
– – 0.07% 137
2017
Q3 		$200K Sell
2,094
-190
-8% -$17.5K 0.06% 137
2017
Q2 		$209K Buy
+2,284
New +$197K 0.07% 134

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

Mraz Amerine & Associates's JPM Position: Q2 2026 in Review

Mraz Amerine & Associates sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 912 shares — an estimated $268K sold.

Mraz Amerine & Associates first reported a position in JPM in Q2 2017 and held it in 17 quarters. The position peaked at $294K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mraz Amerine & Associates reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Mraz Amerine & Associates sold 912 JPMorgan Chase shares in Q2 2026, an estimated $268K.
  • Mraz Amerine & Associates first reported a position in JPMorgan Chase in Q2 2017 and held it in 17 quarters.
  • Mraz Amerine & Associates's JPMorgan Chase position peaked at $294K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.