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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
Q2 		$595K Buy
1,819
+26
+1% +$8.07K 0.39% 49
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 $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

Muirfield Wealth Advisors's JPM Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $8.07K and bringing the position to 1,819 shares worth $595K. The position accounts for 0.39% of the portfolio, ranked #49.

Muirfield Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Muirfield Wealth Advisors held 1,819 shares of JPMorgan Chase worth $595K as of Q2 2026.
  • Muirfield Wealth Advisors bought 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
  • JPMorgan Chase made up 0.39% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Muirfield Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.