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MTM Financial Group’s JPMorgan Chase JPM Stock Holding History

MTM Financial 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 		$379K Sell
1,157
-67
-5% -$20.8K 0.16% 65
2026
Q1 		$360K Buy
1,224
+67
+6% +$20.3K 0.17% 64
2025
Q4 		$373K Hold
1,157
– – 0.18% 62
2025
Q3 		$365K Hold
1,157
– – 0.18% 61
2025
Q2 		$335K Hold
1,157
– – 0.18% 58
2025
Q1 		$284K Hold
1,157
– – 0.17% 64
2024
Q4 		$277K Hold
1,157
– – 0.17% 63
2024
Q3 		$244K Hold
1,157
– – 0.15% 69
2024
Q2 		$234K Hold
1,157
– – 0.15% 66
2024
Q1 		$232K Buy
+1,157
New +$209K 0.15% 61

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

MTM Financial Group's JPM Position: Q2 2026 in Review

MTM Financial Group reduced its JPMorgan Chase (JPM) stake by 5.5% in Q2 2026, selling an estimated $20.8K and leaving 1,157 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #65.

MTM Financial Group first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MTM Financial Group held 1,157 shares of JPMorgan Chase worth $379K as of Q2 2026.
  • MTM Financial Group sold 67 JPMorgan Chase shares in Q2 2026, an estimated $20.8K.
  • JPMorgan Chase made up 0.16% of MTM Financial Group's portfolio in Q2 2026, its #65 holding.
  • MTM Financial Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.