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
2022 Q3	–	Sell	-100	Closed	-$11K	–	995
2022 Q2	$11K	Buy	+100	New	+$12.4K	﹤0.01%	876
2020 Q1	–	Sell	-1,500	Closed	-$209K	–	576
2019 Q4	$209K	Buy	1,500 +800	+114%	+$103K	0.01%	541
2019 Q3	$82K	Buy	+700	New	+$79.2K	﹤0.01%	506

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.