Main Street Group’s JPMorgan Chase JPM Stock Holding History

Main Street Group’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	$105K	Sell	322 -53	-14%	-$16.5K	0.02%	167
2026 Q1	$110K	Buy	+375	New	+$114K	0.03%	159
2025 Q4	–	Sell	-429	Closed	-$135K	–	366
2025 Q3	$135K	Hold	429	–	–	0.04%	131
2025 Q2	$124K	Sell	429 -40	-9%	-$10.2K	0.04%	129
2025 Q1	$115K	Sell	469 -444	-49%	-$113K	0.04%	137
2024 Q4	$219K	Sell	913 -15	-2%	-$3.49K	0.08%	90
2024 Q3	$196K	Buy	928 +484	+109%	+$102K	0.08%	107
2024 Q2	$91.2K	Sell	444 -85	-16%	-$16.6K	0.04%	183
2024 Q1	$105K	Sell	529 -9	-2%	-$1.62K	0.05%	181
2023 Q4	$91.5K	Buy	+538	New	+$81.5K	0.03%	267

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Main Street Group's JPM Position: Q2 2026 in Review

Main Street Group reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $16.5K and leaving 322 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #167.

Main Street Group first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $219K in Q4 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Main Street Group held 322 shares of JPMorgan Chase worth $105K as of Q2 2026.
Main Street Group sold 53 JPMorgan Chase shares in Q2 2026, an estimated $16.5K.
JPMorgan Chase made up 0.02% of Main Street Group's portfolio in Q2 2026, its #167 holding.
Main Street Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Main Street Group's JPMorgan Chase position peaked at $219K in Q4 2024.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.