Maia Wealth
JPM icon

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
Q3 		$5.26M Buy
15,893
+1,662
+12% +$581K 0.72% 37
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Maia Wealth's JPM Position: Q3 2026 in Review

Maia Wealth increased its JPMorgan Chase (JPM) stake by 12% in Q3 2026, buying an estimated $581K and bringing the position to 15,893 shares worth $5.26M. The position accounts for 0.72% of the portfolio, ranked #37.

Maia Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,068 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Maia Wealth held 15,893 shares of JPMorgan Chase worth $5.26M as of Q3 2026.
  • Maia Wealth bought 1,662 JPMorgan Chase shares in Q3 2026, an estimated $581K.
  • JPMorgan Chase made up 0.72% of Maia Wealth's portfolio in Q3 2026, its #37 holding.
  • Maia Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,068 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.