MWA Asset Management’s JPMorgan Chase JPM Stock Holding History

MWA Asset Management’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 Q2	$2.96M	Sell	9,038 -69	-0.8%	-$21.4K	1.34%	21
2026 Q1	$2.68M	Buy	9,107 +198	+2%	+$60.1K	1.47%	21
2025 Q4	$2.87M	Sell	8,909 -593	-6%	-$184K	1.6%	20
2025 Q3	$3M	Sell	9,502 -537	-5%	-$160K	1.65%	19
2025 Q2	$2.91M	Sell	10,039 -252	-2%	-$64.3K	1.78%	17
2025 Q1	$2.52M	Buy	10,291 +76	+0.7%	+$19.4K	1.75%	17
2024 Q4	$2.45M	Sell	10,215 -36	-0.4%	-$8.38K	1.63%	16
2024 Q3	$2.16M	Buy	10,251 +264	+3%	+$55.6K	1.44%	19
2024 Q2	$2.02M	Sell	9,987 -21	-0.2%	-$4.11K	1.44%	17
2024 Q1	$2M	Buy	10,008 +451	+5%	+$81.4K	1.45%	18
2023 Q4	$1.63M	Buy	9,557 +57	+0.6%	+$8.64K	1.34%	24
2023 Q3	$1.38M	Buy	+9,500	New	+$1.42M	1.33%	21

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MWA Asset Management's JPM Position: Q2 2026 in Review

MWA Asset Management reduced its JPMorgan Chase (JPM) stake by 0.76% in Q2 2026, selling an estimated $21.4K and leaving 9,038 shares worth $2.96M. The position accounts for 1.34% of the portfolio, ranked #21.

MWA Asset Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3M in Q3 2025. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

MWA Asset Management held 9,038 shares of JPMorgan Chase worth $2.96M as of Q2 2026.
MWA Asset Management sold 69 JPMorgan Chase shares in Q2 2026, an estimated $21.4K.
JPMorgan Chase made up 1.34% of MWA Asset Management's portfolio in Q2 2026, its #21 holding.
MWA Asset Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
MWA Asset Management's JPMorgan Chase position peaked at $3M in Q3 2025.
3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.