MCM
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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.