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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MSH Capital Advisors's JPM Position: Q1 2026 in Review

MSH Capital Advisors reduced its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, selling an estimated $159K and leaving 28,476 shares worth $8.38M. The position accounts for 1.77% of the portfolio, ranked #8.

MSH Capital Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.34M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MSH Capital Advisors held 28,476 shares of JPMorgan Chase worth $8.38M as of Q1 2026.
  • MSH Capital Advisors sold 524 JPMorgan Chase shares in Q1 2026, an estimated $159K.
  • JPMorgan Chase made up 1.77% of MSH Capital Advisors's portfolio in Q1 2026, its #8 holding.
  • MSH Capital Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's JPMorgan Chase position peaked at $9.34M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.