Maia Wealth’s JPMorgan Chase JPM Stock Holding History

Maia Wealth’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	$4.66M	Buy	14,231 +1,445	+11%	+$449K	0.69%	40
2026 Q1	$3.76M	Buy	12,786 +2,031	+19%	+$616K	0.64%	43
2025 Q4	$3.25M	Buy	10,755 +1,050	+11%	+$325K	0.56%	48
2025 Q3	$3.08M	Buy	9,705 +2,630	+37%	+$782K	0.52%	49
2025 Q2	$2.05M	Buy	7,075 +1,986	+39%	+$507K	0.39%	67
2025 Q1	$1.19M	Buy	5,089 +177	+4%	+$45.1K	0.27%	94
2024 Q4	$1.31M	Buy	4,912 +716	+17%	+$167K	0.28%	83
2024 Q3	$944K	Buy	4,196 +108	+3%	+$22.7K	0.23%	92
2024 Q2	$859K	Buy	+4,088	New	+$799K	0.26%	82
2023 Q4	$670K	Buy	+3,941	New	+$597K	0.27%	72

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Maia Wealth's JPM Position: Q2 2026 in Review

Maia Wealth increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $449K and bringing the position to 14,231 shares worth $4.66M. The position accounts for 0.69% of the portfolio, ranked #40.

Maia Wealth first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Maia Wealth held 14,231 shares of JPMorgan Chase worth $4.66M as of Q2 2026.
Maia Wealth bought 1,445 JPMorgan Chase shares in Q2 2026, an estimated $449K.
JPMorgan Chase made up 0.69% of Maia Wealth's portfolio in Q2 2026, its #40 holding.
Maia Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.