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MSA Advisors’s JPMorgan Chase JPM Stock Holding History

MSA 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 		$9.95M Hold
30,400
– – 2.56% 11
2026
Q1 		$8.94M Buy
30,400
+3,050
+11% +$926K 2.69% 9
2025
Q4 		$8.81M Sell
27,350
-3,850
-12% -$1.19M 2.21% 11
2025
Q3 		$9.84M Hold
31,200
– – 2.46% 10
2025
Q2 		$9.05M Hold
31,200
– – 2.27% 11
2025
Q1 		$7.65M Buy
31,200
+3,850
+14% +$982K 1.96% 13
2024
Q4 		$6.56M Sell
27,350
-6,050
-18% -$1.41M 1.64% 12
2024
Q3 		$7.04M Sell
33,400
-500
-1% -$105K 1.82% 13
2024
Q2 		$6.86M Sell
33,900
-200
-0.6% -$39.1K 1.97% 12
2024
Q1 		$6.83M Sell
34,100
-3,050
-8% -$550K 2.04% 12
2023
Q4 		$6.32M Buy
+37,150
New +$5.63M 2.2% 12

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

MSA Advisors's JPM Position: Q2 2026 in Review

MSA Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 30,400 shares worth $9.95M. The position accounts for 2.56% of the portfolio, ranked #11.

MSA Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MSA Advisors held 30,400 shares of JPMorgan Chase worth $9.95M as of Q2 2026.
  • MSA Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 2.56% of MSA Advisors's portfolio in Q2 2026, its #11 holding.
  • MSA Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MSA Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.