Mutual Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.9M | Sell |
98,272
-332
| -0.3% | -$101K | 0.62% | 22 |
|
|
2025
Q4 | $31.8M | Sell |
98,604
-730
| -0.7% | -$226K | 0.68% | 19 |
|
|
2025
Q3 | $29.3M | Buy |
99,334
+4,244
| +4% | +$1.26M | 0.64% | 20 |
|
|
2025
Q2 | $28.4M | Sell |
95,090
-845
| -0.9% | -$216K | 0.71% | 18 |
|
|
2025
Q1 | $23.4M | Sell |
95,935
-1,686
| -2% | -$430K | 0.67% | 18 |
|
|
2024
Q4 | $24.8M | Sell |
97,621
-8,311
| -8% | -$1.94M | 0.72% | 17 |
|
|
2024
Q3 | $23.8M | Buy |
105,932
+447
| +0.4% | +$94.2K | 0.7% | 19 |
|
|
2024
Q2 | $22.2M | Buy |
105,485
+2,063
| +2% | +$403K | 0.67% | 19 |
|
|
2024
Q1 | $20.7M | Sell |
103,422
-105
| -0.1% | -$18.9K | 0.66% | 19 |
|
|
2023
Q4 | $17.6M | Buy |
103,527
+12,266
| +13% | +$1.86M | 0.61% | 18 |
|
|
2023
Q3 | $13.2M | Buy |
91,261
+232
| +0.3% | +$34.8K | 0.52% | 30 |
|
|
2023
Q2 | $13.2M | Buy |
91,029
+4,677
| +5% | +$643K | 0.5% | 25 |
|
|
2023
Q1 | $11.3M | Buy |
86,352
+1,446
| +2% | +$198K | 0.46% | 29 |
|
|
2022
Q4 | $11.4M | Buy |
84,906
+2,817
| +3% | +$357K | 0.51% | 26 |
|
|
2022
Q3 | $8.58M | Buy |
82,089
+5,366
| +7% | +$616K | 0.44% | 37 |
|
|
2022
Q2 | $8.64M | Buy |
76,723
+7,815
| +11% | +$968K | 0.57% | 25 |
|
|
2022
Q1 | $9.39M | Buy |
68,908
+8,532
| +14% | +$1.26M | 0.53% | 27 |
|
|
2021
Q4 | $9.56M | Buy |
60,376
+1,032
| +2% | +$169K | 0.51% | 29 |
|
|
2021
Q3 | $9.71M | Buy |
59,344
+6,834
| +13% | +$1.07M | 0.57% | 25 |
|
|
2021
Q2 | $8.17M | Buy |
52,510
+4,772
| +10% | +$749K | 0.48% | 34 |
|
|
2021
Q1 | $7.27M | Buy |
47,738
+509
| +1% | +$73.2K | 0.5% | 36 |
|
|
2020
Q4 | $6M | Sell |
47,229
-8,910
| -16% | -$996K | 0.45% | 43 |
|
|
2020
Q3 | $5.41M | Buy |
56,139
+8,974
| +19% | +$881K | 0.47% | 41 |
|
|
2020
Q2 | $4.44M | Buy |
47,165
+10,550
| +29% | +$1M | 0.44% | 48 |
|
|
2020
Q1 | $3.3M | Buy |
36,615
+6,241
| +21% | +$758K | 0.45% | 45 |
|
|
2019
Q4 | $4.23M | Buy |
30,374
+2,569
| +9% | +$329K | 0.45% | 45 |
|
|
2019
Q3 | $3.27M | Buy |
27,805
+1,331
| +5% | +$151K | 0.43% | 49 |
|
|
2019
Q2 | $2.96M | Sell |
26,474
-466
| -2% | -$51.4K | 0.38% | 53 |
|
|
2019
Q1 | $2.73M | Buy |
26,940
+1,559
| +6% | +$161K | 0.4% | 54 |
|
|
2018
Q4 | $2.48M | Buy |
25,381
+1,733
| +7% | +$185K | 0.49% | 38 |
|
|
2018
Q3 | $2.67M | Buy |
23,648
+4,927
| +26% | +$559K | 0.41% | 47 |
|
|
2018
Q2 | $1.95M | Buy |
18,721
+1,191
| +7% | +$131K | 0.44% | 52 |
|
|
2018
Q1 | $1.93M | Buy |
17,530
+2,390
| +16% | +$271K | 0.49% | 38 |
|
|
2017
Q4 | $1.62M | Buy |
+15,140
| New | +$1.53M | 0.61% | 38 |
|
Other funds holding JPM
VCM
VPM
Mutual Advisors's JPM Position: Q1 2026 in Review
Mutual Advisors reduced its JPMorgan Chase (JPM) stake by 0.34% in Q1 2026, selling an estimated $101K and leaving 98,272 shares worth $28.9M. The position accounts for 0.62% of the portfolio, ranked #22.
Mutual Advisors first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $31.8M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Mutual Advisors held 98,272 shares of JPMorgan Chase worth $28.9M as of Q1 2026.
- Mutual Advisors sold 332 JPMorgan Chase shares in Q1 2026, an estimated $101K.
- JPMorgan Chase made up 0.62% of Mutual Advisors's portfolio in Q1 2026, its #22 holding.
- Mutual Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's JPMorgan Chase position peaked at $31.8M in Q4 2025.
- 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.