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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mustard Seed Financial's JPM Position: Q1 2026 in Review

Mustard Seed Financial increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $7.28K and bringing the position to 1,287 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #60.

Mustard Seed Financial first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $497K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Mustard Seed Financial held 1,287 shares of JPMorgan Chase worth $379K as of Q1 2026.
Mustard Seed Financial bought 24 JPMorgan Chase shares in Q1 2026, an estimated $7.28K.
JPMorgan Chase made up 0.23% of Mustard Seed Financial's portfolio in Q1 2026, its #60 holding.
Mustard Seed Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Mustard Seed Financial's JPMorgan Chase position peaked at $497K in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.