MAM
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Mystic Asset Management’s JPMorgan Chase JPM Stock Holding History

Mystic 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
Q1 		$12.9M Sell
43,980
-344
-0.8% -$104K 3% 5
2025
Q4 		$14.3M Sell
44,324
-1,353
-3% -$419K 3.23% 5
2025
Q3 		$14.4M Sell
45,677
-203
-0.4% -$60.4K 3.25% 5
2025
Q2 		$13.3M Sell
45,880
-74
-0.2% -$18.9K 3.22% 4
2025
Q1 		$11.3M Buy
45,954
+2,309
+5% +$589K 2.97% 4
2024
Q4 		$10.5M Buy
43,645
+17,900
+70% +$4.17M 2.81% 5
2024
Q3 		$5.43M Sell
25,745
-323
-1% -$68K 2.05% 10
2024
Q2 		$5.27M Sell
26,068
-4
-0% -$782 2.13% 10
2024
Q1 		$5.22M Buy
26,072
+777
+3% +$140K 2.16% 10
2023
Q4 		$4.3M Buy
25,295
+923
+4% +$140K 2.06% 9
2023
Q3 		$3.53M Sell
24,372
-104
-0.4% -$15.6K 1.99% 9
2023
Q2 		$3.56M Sell
24,476
-220
-0.9% -$30.3K 1.91% 9
2023
Q1 		$3.22M Sell
24,696
-324
-1% -$44.4K 1.78% 11
2022
Q4 		$3.36M Buy
25,020
+1,479
+6% +$187K 1.91% 8
2022
Q3 		$2.46M Buy
23,541
+450
+2% +$51.6K 1.58% 13
2022
Q2 		$2.6M Buy
23,091
+595
+3% +$73.7K 1.59% 12
2022
Q1 		$3.07M Buy
22,496
+250
+1% +$36.9K 1.65% 11
2021
Q4 		$3.52M Buy
+22,246
New +$3.65M 1.66% 10

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

Mystic Asset Management's JPM Position: Q1 2026 in Review

Mystic Asset Management reduced its JPMorgan Chase (JPM) stake by 0.78% in Q1 2026, selling an estimated $104K and leaving 43,980 shares worth $12.9M. The position accounts for 3% of the portfolio, ranked #5.

Mystic Asset Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.4M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mystic Asset Management held 43,980 shares of JPMorgan Chase worth $12.9M as of Q1 2026.
  • Mystic Asset Management sold 344 JPMorgan Chase shares in Q1 2026, an estimated $104K.
  • JPMorgan Chase made up 3% of Mystic Asset Management's portfolio in Q1 2026, its #5 holding.
  • Mystic Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Mystic Asset Management's JPMorgan Chase position peaked at $14.4M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.