MAI Capital Management’s JPMorgan Chase JPM Stock Holding History

MAI Capital 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	–	Hold	0	–	–	–	1843
2026 Q1	–	Hold	0	–	–	–	2135
2025 Q4	–	Hold	0	–	–	–	1874
2025 Q3	–	Hold	0	–	–	–	1082
2025 Q2	–	Hold	0	–	–	–	1020
2025 Q1	–	Hold	0	–	–	–	1048
2024 Q4	–	Hold	0	–	–	–	1076
2023 Q1	–	Sell	-2,300	Closed	-$308K	–	1081
2022 Q4	$308K	Hold	2,300	–	–	0.01%	756
2022 Q3	$240K	Hold	2,300	–	–	﹤0.01%	772
2022 Q2	$259K	Buy	+2,300	New	+$285K	﹤0.01%	725
2021 Q2	–	Sell	-400	Closed	-$61K	–	823
2021 Q1	$61K	Sell	400 -1,100	-73%	-$158K	﹤0.01%	707
2020 Q4	$191K	Sell	1,500 -3,200	-68%	-$358K	﹤0.01%	635
2020 Q3	$452K	Sell	4,700 -10,700	-69%	-$1.05M	0.01%	416
2020 Q2	$1.45M	Hold	15,400	–	–	0.05%	214
2020 Q1	$1.39M	Buy	+15,400	New	+$1.87M	0.06%	188

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MAI Capital Management's JPM Position: Q2 2026 in Review

MAI Capital Management increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $24.2M and bringing the position to 549,021 shares worth $180M. The position accounts for 0.68% of the portfolio, ranked #29.

MAI Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

MAI Capital Management held 549,021 shares of JPMorgan Chase worth $180M as of Q2 2026.
MAI Capital Management bought 77,810 JPMorgan Chase shares in Q2 2026, an estimated $24.2M.
JPMorgan Chase made up 0.68% of MAI Capital Management's portfolio in Q2 2026, its #29 holding.
MAI Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.