MA
JPM icon

Mutual Advisors’s JPMorgan Chase JPM Stock Holding History

Mutual 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 		$118K Buy
+400
New +$121K ﹤0.01% 1302

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

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.