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Old Mission Investment Co’s JPMorgan Chase JPM Stock Holding History

Old Mission Investment Co’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 		$4.82M Sell
14,728
-17
-0.1% -$5.28K 1% 22
2026
Q1 		$4.34M Buy
14,745
+413
+3% +$125K 1.01% 19
2025
Q4 		$4.62M Buy
14,332
+152
+1% +$47.1K 1.1% 19
2025
Q3 		$4.47M Buy
14,180
+1,588
+13% +$472K 1.09% 19
2025
Q2 		$3.65M Buy
12,592
+827
+7% +$211K 1% 21
2025
Q1 		$2.89M Buy
11,765
+412
+4% +$105K 0.87% 21
2024
Q4 		$2.72M Buy
11,353
+1,306
+13% +$304K 0.81% 21
2024
Q3 		$2.12M Buy
10,047
+252
+3% +$53.1K 0.65% 27
2024
Q2 		$1.98M Buy
9,795
+149
+2% +$29.1K 0.64% 27
2024
Q1 		$1.93M Sell
9,646
-379
-4% -$68.4K 0.64% 25
2023
Q4 		$1.71M Sell
10,025
-318
-3% -$48.2K 0.6% 26
2023
Q3 		$1.5M Buy
10,343
+81
+0.8% +$12.1K 0.58% 26
2023
Q2 		$1.49M Sell
10,262
-245
-2% -$33.7K 0.55% 27
2023
Q1 		$1.37M Buy
10,507
+1,873
+22% +$257K 0.54% 30
2022
Q4 		$1.16M Sell
8,634
-719
-8% -$91.1K 0.49% 31
2022
Q3 		$977K Sell
9,353
-1,712
-15% -$196K 0.46% 34
2022
Q2 		$1.25M Sell
11,065
-3,108
-22% -$385K 0.54% 29
2022
Q1 		$1.93M Buy
14,173
+785
+6% +$116K 0.72% 24
2021
Q4 		$2.12M Buy
13,388
+17
+0.1% +$2.79K 0.77% 23
2021
Q3 		$2.19M Sell
13,371
-199
-1% -$31.2K 0.89% 21
2021
Q2 		$2.11M Buy
13,570
+166
+1% +$26.1K 0.87% 22
2021
Q1 		$2.04M Sell
13,404
-270
-2% -$38.8K 0.95% 21
2020
Q4 		$1.74M Sell
13,674
-2,444
-15% -$273K 0.91% 21
2020
Q3 		$1.55M Buy
16,118
+12,865
+395% +$1.26M 0.93% 24
2020
Q2 		$306K Sell
3,253
-125
-4% -$11.9K 0.21% 62
2020
Q1 		$304K Sell
3,378
-475
-12% -$57.7K 0.29% 54
2019
Q4 		$537K Buy
3,853
+377
+11% +$48.4K 0.48% 36
2019
Q3 		$409K Buy
+3,476
New +$393K 0.39% 42

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Old Mission Investment Co's JPM Position: Q2 2026 in Review

Old Mission Investment Co reduced its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, selling an estimated $5.28K and leaving 14,728 shares worth $4.82M. The position accounts for 1% of the portfolio, ranked #22.

Old Mission Investment Co first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. 5,154 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Old Mission Investment Co held 14,728 shares of JPMorgan Chase worth $4.82M as of Q2 2026.
  • Old Mission Investment Co sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 1% of Old Mission Investment Co's portfolio in Q2 2026, its #22 holding.
  • Old Mission Investment Co first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • 5,154 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.