Mustard Seed Financial’s JPMorgan Chase JPM Stock Holding History

Mustard Seed Financial’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	$421K	Hold	1,287	–	–	0.22%	66
2026 Q1	$379K	Buy	1,287 +24	+2%	+$7.28K	0.23%	60
2025 Q4	$407K	Sell	1,263 -313	-20%	-$96.9K	0.26%	58
2025 Q3	$497K	Hold	1,576	–	–	0.32%	54
2025 Q2	$457K	Sell	1,576 -113	-7%	-$28.8K	0.33%	51
2025 Q1	$414K	Hold	1,689	–	–	0.33%	55
2024 Q4	$405K	Hold	1,689	–	–	0.33%	55
2024 Q3	$356K	Buy	1,689 +26	+2%	+$5.48K	0.3%	57
2024 Q2	$336K	Hold	1,663	–	–	0.32%	58
2024 Q1	$333K	Hold	1,663	–	–	0.33%	56
2023 Q4	$283K	Buy	+1,663	New	+$252K	0.32%	58

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mustard Seed Financial's JPM Position: Q2 2026 in Review

Mustard Seed Financial held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,287 shares worth $421K. The position accounts for 0.22% of the portfolio, ranked #66.

Mustard Seed Financial first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $497K in Q3 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mustard Seed Financial held 1,287 shares of JPMorgan Chase worth $421K as of Q2 2026.
Mustard Seed Financial left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.22% of Mustard Seed Financial's portfolio in Q2 2026, its #66 holding.
Mustard Seed Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Mustard Seed Financial's JPMorgan Chase position peaked at $497K in Q3 2025.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.