Mutual of America Capital Management’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 | $99.2M | Buy |
+303,176
| New | +$94.2M | 0.97% | 13 |
|
|
2026
Q1 | – | Sell |
-312,428
| Closed | -$101M | – | 1389 |
|
|
2025
Q4 | $101M | Sell |
312,428
-6,166
| -2% | -$1.91M | 1.06% | 11 |
|
|
2025
Q3 | $100M | Sell |
318,594
-21,109
| -6% | -$6.28M | 1.06% | 12 |
|
|
2025
Q2 | $98.5M | Sell |
339,703
-8,437
| -2% | -$2.15M | 1.06% | 11 |
|
|
2025
Q1 | $85.4M | Sell |
348,140
-12,867
| -4% | -$3.28M | 0.98% | 11 |
|
|
2024
Q4 | $86.5M | Sell |
361,007
-14,851
| -4% | -$3.46M | 0.93% | 12 |
|
|
2024
Q3 | $79.3M | Sell |
375,858
-16,658
| -4% | -$3.51M | 0.83% | 13 |
|
|
2024
Q2 | $79.4M | Sell |
392,516
-5,180
| -1% | -$1.01M | 0.87% | 12 |
|
|
2024
Q1 | $79.7M | Sell |
397,696
-6,426
| -2% | -$1.16M | 0.86% | 12 |
|
|
2023
Q4 | $68.7M | Sell |
404,122
-20,970
| -5% | -$3.18M | 0.79% | 13 |
|
|
2023
Q3 | $61.6M | Sell |
425,092
-14,349
| -3% | -$2.15M | 0.76% | 15 |
|
|
2023
Q2 | $63.9M | Buy |
439,441
+107
| +0% | +$14.7K | 0.73% | 15 |
|
|
2023
Q1 | $57.2M | Buy |
439,334
+72
| +0% | +$9.87K | 0.68% | 15 |
|
|
2022
Q4 | $58.9M | Buy |
439,262
+11,997
| +3% | +$1.52M | 0.73% | 12 |
|
|
2022
Q3 | $44.6M | Buy |
427,265
+8,637
| +2% | +$991K | 0.6% | 13 |
|
|
2022
Q2 | $47.1M | Buy |
418,628
+5,298
| +1% | +$656K | 0.6% | 16 |
|
|
2022
Q1 | $56.3M | Buy |
413,330
+4,136
| +1% | +$611K | 0.6% | 14 |
|
|
2021
Q4 | $64.8M | Sell |
409,194
-3,048
| -0.7% | -$501K | 0.66% | 13 |
|
|
2021
Q3 | $67.5M | Sell |
412,242
-3,048
| -0.7% | -$478K | 0.67% | 16 |
|
|
2021
Q2 | $64.6M | Sell |
415,290
-272
| -0.1% | -$42.7K | 0.64% | 17 |
|
|
2021
Q1 | $63.3M | Buy |
415,562
+11,317
| +3% | +$1.63M | 0.66% | 15 |
|
|
2020
Q4 | $51.4M | Sell |
404,245
-12,417
| -3% | -$1.39M | 0.58% | 17 |
|
|
2020
Q3 | $40.1M | Sell |
416,662
-22,971
| -5% | -$2.26M | 0.54% | 21 |
|
|
2020
Q2 | $41.4M | Sell |
439,633
-84,621
| -16% | -$8.03M | 0.58% | 18 |
|
|
2020
Q1 | $47.2M | Buy |
524,254
+8,616
| +2% | +$1.05M | 0.79% | 12 |
|
|
2019
Q4 | $71.9M | Sell |
515,638
-5,011
| -1% | -$643K | 0.92% | 7 |
|
|
2019
Q3 | $61.3M | Sell |
520,649
-2,476
| -0.5% | -$280K | 0.85% | 7 |
|
|
2019
Q2 | $58.5M | Buy |
523,125
+1,460
| +0.3% | +$161K | 0.83% | 8 |
|
|
2019
Q1 | $52.8M | Sell |
521,665
-684
| -0.1% | -$70.5K | 0.77% | 8 |
|
|
2018
Q4 | $51M | Buy |
522,349
+16,174
| +3% | +$1.72M | 0.84% | 8 |
|
|
2018
Q3 | $57.1M | Sell |
506,175
-5,289
| -1% | -$600K | 0.81% | 7 |
|
|
2018
Q2 | $53.3M | Sell |
511,464
-740
| -0.1% | -$81.2K | 0.79% | 8 |
|
|
2018
Q1 | $56.3M | Buy |
512,204
+2,913
| +0.6% | +$330K | 0.87% | 6 |
|
|
2017
Q4 | $54.5M | Buy |
509,291
+11,648
| +2% | +$1.18M | 0.83% | 6 |
|
|
2017
Q3 | $47.5M | Buy |
497,643
+11,776
| +2% | +$1.09M | 0.78% | 8 |
|
|
2017
Q2 | $44.4M | Sell |
485,867
-1,531
| -0.3% | -$132K | 0.77% | 7 |
|
|
2017
Q1 | $42.8M | Buy |
487,398
+2,803
| +0.6% | +$247K | 0.76% | 6 |
|
|
2016
Q4 | $41.8M | Buy |
484,595
+9,364
| +2% | +$714K | 0.79% | 6 |
|
|
2016
Q3 | $31.6M | Buy |
475,231
+10,566
| +2% | +$689K | 0.64% | 10 |
|
|
2016
Q2 | $28.9M | Sell |
464,665
-21,715
| -4% | -$1.36M | 0.61% | 12 |
|
|
2016
Q1 | $28.8M | Buy |
486,380
+10,835
| +2% | +$633K | 0.64% | 12 |
|
|
2015
Q4 | $31.4M | Sell |
475,545
-1,569
| -0.3% | -$102K | 0.7% | 10 |
|
|
2015
Q3 | $29.1M | Buy |
477,114
+2,758
| +0.6% | +$181K | 0.69% | 9 |
|
|
2015
Q2 | $32.1M | Sell |
474,356
-23
| -0% | -$1.5K | 0.7% | 9 |
|
|
2015
Q1 | $28.7M | Buy |
474,379
+2,221
| +0.5% | +$132K | 0.63% | 11 |
|
|
2014
Q4 | $29.5M | Sell |
472,158
-501
| -0.1% | -$30.1K | 0.66% | 12 |
|
|
2014
Q3 | $28.5M | Buy |
472,659
+3,338
| +0.7% | +$195K | 0.68% | 11 |
|
|
2014
Q2 | $27M | Sell |
469,321
-10,687
| -2% | -$601K | 0.63% | 11 |
|
|
2014
Q1 | $29.1M | Buy |
480,008
+6,469
| +1% | +$374K | 0.7% | 9 |
|
|
2013
Q4 | $27.7M | Sell |
473,539
-8,431
| -2% | -$462K | 0.68% | 8 |
|
|
2013
Q3 | $24.9M | Buy |
481,970
+4,071
| +0.9% | +$218K | 0.68% | 10 |
|
|
2013
Q2 | $25.2M | Buy |
+477,899
| New | +$24.3M | 0.75% | 8 |
|
Other funds holding JPM
N
Mutual of America Capital Management's JPM Position: Q2 2026 in Review
Mutual of America Capital Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 303,176 shares worth $99.2M. The stake represents 0.97% of the portfolio and ranks #13 among its holdings. This is a return to the name: Mutual of America Capital Management previously reported a position in JPM as recently as Q4 2025.
Mutual of America Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $101M in Q4 2025. 3,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Mutual of America Capital Management held 303,176 shares of JPMorgan Chase worth $99.2M as of Q2 2026.
- JPMorgan Chase was a new Mutual of America Capital Management position in Q2 2026.
- JPMorgan Chase made up 0.97% of Mutual of America Capital Management's portfolio in Q2 2026, its #13 holding.
- Mutual of America Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Mutual of America Capital Management's JPMorgan Chase position peaked at $101M in Q4 2025.
- 3,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.