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
Q2
$131K Hold
400
﹤0.01% 1362
2026
Q1
$118K Buy
+400
New +$121K ﹤0.01% 1302

Other funds holding JPM

Mutual Advisors's JPM Position: Q2 2026 in Review

Mutual Advisors increased its JPMorgan Chase (JPM) stake by 0.77% in Q2 2026, buying an estimated $235K and bringing the position to 99,030 shares worth $32.4M. The position accounts for 0.61% of the portfolio, ranked #22.

Mutual Advisors first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mutual Advisors held 99,030 shares of JPMorgan Chase worth $32.4M as of Q2 2026.
  • Mutual Advisors bought 758 JPMorgan Chase shares in Q2 2026, an estimated $235K.
  • JPMorgan Chase made up 0.61% of Mutual Advisors's portfolio in Q2 2026, its #22 holding.
  • Mutual Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.