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Main Street Financial Solutions’s JPMorgan Chase JPM Stock Holding History

Main Street Financial Solutions’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
2025
Q4 		$4.13M Sell
12,804
-10,662
-45% -$3.3M 0.31% 69
2025
Q3 		$7.4M Buy
23,466
+2,780
+13% +$827K 0.47% 48
2025
Q2 		$6M Buy
20,686
+3,818
+23% +$974K 0.43% 48
2025
Q1 		$4.14M Buy
16,868
+122
+0.7% +$31.1K 0.36% 57
2024
Q4 		$4.01M Buy
16,746
+1,063
+7% +$248K 0.4% 46
2024
Q3 		$3.31M Buy
15,683
+192
+1% +$40.4K 0.3% 69
2024
Q2 		$3.13M Buy
15,491
+59
+0.4% +$11.5K 0.3% 67
2024
Q1 		$3.09M Buy
15,432
+1,797
+13% +$324K 0.33% 64
2023
Q4 		$2.32M Sell
13,635
-206
-1% -$31.2K 0.3% 70
2023
Q3 		$2.01M Sell
13,841
-13
-0.1% -$1.95K 0.28% 72
2023
Q2 		$2.01M Sell
13,854
-463
-3% -$63.7K 0.27% 77
2023
Q1 		$1.87M Buy
14,317
+126
+0.9% +$17.3K 0.27% 78
2022
Q4 		$1.9M Buy
14,191
+871
+7% +$110K 0.3% 76
2022
Q3 		$1.39M Buy
13,320
+588
+5% +$67.5K 0.23% 99
2022
Q2 		$1.43M Sell
12,732
-1,662
-12% -$206K 0.19% 110
2022
Q1 		$1.96M Sell
14,394
-59
-0.4% -$8.71K 0.29% 82
2021
Q4 		$2.29M Buy
14,453
+303
+2% +$49.8K 0.32% 67
2021
Q3 		$2.32M Buy
14,150
+2,210
+19% +$346K 0.36% 62
2021
Q2 		$1.86M Sell
11,940
-135
-1% -$21.2K 0.3% 76
2021
Q1 		$1.84M Sell
12,075
-222
-2% -$31.9K 0.33% 72
2020
Q4 		$1.56M Buy
+12,297
New +$1.37M 0.32% 74

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Main Street Financial Solutions's JPM Position: Q4 2025 in Review

Main Street Financial Solutions reduced its JPMorgan Chase (JPM) stake by 45% in Q4 2025, selling an estimated $3.3M and leaving 12,804 shares worth $4.13M. The position accounts for 0.31% of the portfolio, ranked #69.

Main Street Financial Solutions first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.4M in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Main Street Financial Solutions held 12,804 shares of JPMorgan Chase worth $4.13M as of Q4 2025.
  • Main Street Financial Solutions sold 10,662 JPMorgan Chase shares in Q4 2025, an estimated $3.3M.
  • JPMorgan Chase made up 0.31% of Main Street Financial Solutions's portfolio in Q4 2025, its #69 holding.
  • Main Street Financial Solutions first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's JPMorgan Chase position peaked at $7.4M in Q3 2025.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.