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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
2026
Q2 		$4.78M Buy
14,600
+1,666
+13% +$517K 0.31% 70
2026
Q1 		$3.8M Buy
12,934
+130
+1% +$39.5K 0.28% 77
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Main Street Financial Solutions's JPM Position: Q2 2026 in Review

Main Street Financial Solutions increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $517K and bringing the position to 14,600 shares worth $4.78M. The position accounts for 0.31% of the portfolio, ranked #70.

Main Street Financial Solutions first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.4M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Main Street Financial Solutions held 14,600 shares of JPMorgan Chase worth $4.78M as of Q2 2026.
  • Main Street Financial Solutions bought 1,666 JPMorgan Chase shares in Q2 2026, an estimated $517K.
  • JPMorgan Chase made up 0.31% of Main Street Financial Solutions's portfolio in Q2 2026, its #70 holding.
  • Main Street Financial Solutions first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's JPMorgan Chase position peaked at $7.4M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.