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Mach-1 Financial Group’s JPMorgan Chase JPM Stock Holding History

Mach-1 Financial Group’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 		$1.18M Sell
3,601
-3,826
-52% -$1.19M 0.46% 30
2026
Q1 		$2.18M Sell
7,427
-13,287
-64% -$4.03M 0.77% 27
2025
Q4 		$6.67M Buy
20,714
+19,472
+1,568% +$6.03M 1.37% 19
2025
Q3 		$392K Sell
1,242
-13,707
-92% -$4.08M 0.06% 141
2025
Q2 		$4.33M Sell
14,949
-1,346
-8% -$343K 1.27% 16
2025
Q1 		$4M Buy
16,295
+11,452
+236% +$2.92M 1.2% 15
2024
Q4 		$1.16M Buy
4,843
+474
+11% +$110K 2.09% 7
2024
Q3 		$921K Buy
4,369
+485
+12% +$102K 0.57% 25
2024
Q2 		$787K Buy
3,884
+194
+5% +$37.9K 0.53% 27
2024
Q1 		$739K Sell
3,690
-24,317
-87% -$4.39M 0.56% 22
2023
Q4 		$4.76M Sell
28,007
-5,011
-15% -$759K 1.81% 11
2023
Q3 		$4.79M Sell
33,018
-1,416
-4% -$212K 1.99% 9
2023
Q2 		$5.01M Buy
34,434
+30,832
+856% +$4.24M 1.42% 9
2023
Q1 		$439M Buy
3,602
+286
+9% +$39.2K 2.79% 6
2022
Q4 		$445K Sell
3,316
-215
-6% -$27.2K 0.15% 151
2022
Q3 		$368K Buy
3,531
+90
+3% +$10.3K 0.39% 18
2022
Q2 		$387K Buy
3,441
+3,191
+1,276% +$395K 0.26% 22
2022
Q1 		$34K Buy
250
+35
+16% +$5.17K 0.02% 71
2021
Q4 		$34K Buy
+215
New +$35.3K 0.02% 70
2021
Q3 		– Sell
-215
Closed -$33K – 81
2021
Q2 		$33K Hold
215
– – 0.02% 51
2021
Q1 		$32K Buy
+215
New +$30.9K 0.03% 52

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mach-1 Financial Group's JPM Position: Q2 2026 in Review

Mach-1 Financial Group reduced its JPMorgan Chase (JPM) stake by 52% in Q2 2026, selling an estimated $1.19M and leaving 3,601 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #30.

Mach-1 Financial Group first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $439M in Q1 2023. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mach-1 Financial Group held 3,601 shares of JPMorgan Chase worth $1.18M as of Q2 2026.
  • Mach-1 Financial Group sold 3,826 JPMorgan Chase shares in Q2 2026, an estimated $1.19M.
  • JPMorgan Chase made up 0.46% of Mach-1 Financial Group's portfolio in Q2 2026, its #30 holding.
  • Mach-1 Financial Group first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Mach-1 Financial Group's JPMorgan Chase position peaked at $439M in Q1 2023.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.