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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAI Capital Management's JPM Position: Q1 2026 in Review

MAI Capital Management increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, buying an estimated $2.2M and bringing the position to 471,211 shares worth $139M. The position accounts for 0.78% of the portfolio, ranked #25.

MAI Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $149M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

MAI Capital Management held 471,211 shares of JPMorgan Chase worth $139M as of Q1 2026.
MAI Capital Management bought 7,265 JPMorgan Chase shares in Q1 2026, an estimated $2.2M.
JPMorgan Chase made up 0.78% of MAI Capital Management's portfolio in Q1 2026, its #25 holding.
MAI Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
MAI Capital Management's JPMorgan Chase position peaked at $149M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.