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MSH Capital Advisors’s JPMorgan Chase JPM Stock Holding History

MSH Capital 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 		$10.9M Buy
33,369
+4,893
+17% +$1.52M 1.9% 5
2026
Q1 		$8.38M Sell
28,476
-524
-2% -$159K 1.77% 8
2025
Q4 		$9.34M Buy
29,000
+3,078
+12% +$953K 2% 5
2025
Q3 		$8.18M Sell
25,922
-803
-3% -$239K 2.19% 6
2025
Q2 		$7.75M Buy
26,725
+98
+0.4% +$25K 2.23% 6
2025
Q1 		$6.53M Sell
26,627
-3,678
-12% -$938K 2.02% 9
2024
Q4 		$7.26M Sell
30,305
-119
-0.4% -$27.7K 2.29% 4
2024
Q3 		$6.42M Buy
30,424
+115
+0.4% +$24.2K 1.96% 6
2024
Q2 		$6.13M Buy
30,309
+93
+0.3% +$18.2K 2.05% 7
2024
Q1 		$6.05M Sell
30,216
-349
-1% -$63K 2.13% 7
2023
Q4 		$5.2M Sell
30,565
-2,948
-9% -$447K 1.94% 10
2023
Q3 		$4.86M Buy
33,513
+527
+2% +$79K 1.91% 8
2023
Q2 		$4.8M Buy
32,986
+14,585
+79% +$2.01M 1.76% 9
2023
Q1 		$2.4M Buy
18,401
+390
+2% +$53.4K 1.02% 23
2022
Q4 		$2.42M Buy
18,011
+294
+2% +$37.3K 1.09% 23
2022
Q3 		$1.85M Sell
17,717
-517
-3% -$59.3K 0.91% 33
2022
Q2 		$2.05M Buy
18,234
+558
+3% +$69.1K 0.95% 28
2022
Q1 		$2.41M Buy
17,676
+2,405
+16% +$355K 0.99% 25
2021
Q4 		$2.42M Buy
+15,271
New +$2.51M 1.08% 24

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

MSH Capital Advisors's JPM Position: Q2 2026 in Review

MSH Capital Advisors increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $1.52M and bringing the position to 33,369 shares worth $10.9M. The position accounts for 1.9% of the portfolio, ranked #5.

MSH Capital Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MSH Capital Advisors held 33,369 shares of JPMorgan Chase worth $10.9M as of Q2 2026.
  • MSH Capital Advisors bought 4,893 JPMorgan Chase shares in Q2 2026, an estimated $1.52M.
  • JPMorgan Chase made up 1.9% of MSH Capital Advisors's portfolio in Q2 2026, its #5 holding.
  • MSH Capital Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.