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Muirfield Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Muirfield Wealth 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 		$527K Buy
1,793
+40
+2% +$12.1K 0.39% 50
2025
Q4 		$565K Buy
1,753
+110
+7% +$34.1K 0.41% 46
2025
Q3 		$518K Buy
1,643
+57
+4% +$17K 0.38% 48
2025
Q2 		$460K Buy
1,586
+79
+5% +$20.2K 0.37% 51
2025
Q1 		$370K Buy
1,507
+14
+0.9% +$3.57K 0.31% 52
2024
Q4 		$358K Sell
1,493
-112
-7% -$26.1K 0.3% 55
2024
Q3 		$338K Buy
1,605
+354
+28% +$74.6K 0.29% 54
2024
Q2 		$253K Buy
1,251
+63
+5% +$12.3K 0.24% 54
2024
Q1 		$238K Buy
+1,188
New +$214K 0.23% 53

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

Muirfield Wealth Advisors's JPM Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, buying an estimated $12.1K and bringing the position to 1,793 shares worth $527K. The position accounts for 0.39% of the portfolio, ranked #50.

Muirfield Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $565K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Muirfield Wealth Advisors held 1,793 shares of JPMorgan Chase worth $527K as of Q1 2026.
  • Muirfield Wealth Advisors bought 40 JPMorgan Chase shares in Q1 2026, an estimated $12.1K.
  • JPMorgan Chase made up 0.39% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Muirfield Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • Muirfield Wealth Advisors's JPMorgan Chase position peaked at $565K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.