MIM
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MTM Investment Management’s JPMorgan Chase JPM Stock Holding History

MTM Investment Management’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 		$9.42M Buy
28,774
+86
+0.3% +$26.7K 2.69% 5
2026
Q1 		$8.44M Buy
28,688
+161
+0.6% +$48.9K 2.67% 4
2025
Q4 		$9.19M Buy
28,527
+16
+0.1% +$4.95K 2.93% 5
2025
Q3 		$8.99M Sell
28,511
-187
-0.7% -$55.6K 2.86% 5
2025
Q2 		$8.32M Buy
28,698
+309
+1% +$78.9K 2.79% 5
2025
Q1 		$6.92M Sell
28,389
-428
-1% -$109K 2.67% 5
2024
Q4 		$6.91M Sell
28,817
-80
-0.3% -$18.6K 2.66% 6
2024
Q3 		$6.1M Sell
28,897
-1
-0% -$211 2.38% 7
2024
Q2 		$5.85M Sell
28,898
-475
-2% -$92.9K 2.4% 7
2024
Q1 		$5.88M Sell
29,373
-1,208
-4% -$218K 2.43% 6
2023
Q4 		$5.2M Sell
30,581
-267
-0.9% -$40.5K 2.38% 7
2023
Q3 		$4.47M Sell
30,848
-200
-0.6% -$30K 2.26% 9
2023
Q2 		$4.52M Sell
31,048
-55
-0.2% -$7.57K 2.2% 8
2023
Q1 		$4.05M Buy
31,103
+191
+0.6% +$26.2K 2.08% 8
2022
Q4 		$4.15M Sell
30,912
-1,637
-5% -$207K 2.15% 8
2022
Q3 		$3.4M Buy
32,549
+535
+2% +$61.4K 1.93% 10
2022
Q2 		$3.65M Buy
32,014
+116
+0.4% +$14.4K 1.97% 8
2022
Q1 		$4.35M Buy
31,898
+1,631
+5% +$241K 2.1% 5
2021
Q4 		$4.79M Buy
30,267
+503
+2% +$82.6K 2.28% 5
2021
Q3 		$4.87M Sell
29,764
-1,608
-5% -$252K 2.65% 5
2021
Q2 		$4.88M Buy
31,372
+68
+0.2% +$10.7K 2.55% 5
2021
Q1 		$4.76M Sell
31,304
-347
-1% -$49.9K 2.69% 5
2020
Q4 		$4.02M Buy
+31,651
New +$3.54M 2.48% 5

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MTM Investment Management's JPM Position: Q2 2026 in Review

MTM Investment Management increased its JPMorgan Chase (JPM) stake by 0.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 28,774 shares worth $9.42M. The position accounts for 2.69% of the portfolio, ranked #5.

MTM Investment Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MTM Investment Management held 28,774 shares of JPMorgan Chase worth $9.42M as of Q2 2026.
  • MTM Investment Management bought 86 JPMorgan Chase shares in Q2 2026, an estimated $26.7K.
  • JPMorgan Chase made up 2.69% of MTM Investment Management's portfolio in Q2 2026, its #5 holding.
  • MTM Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.