Main Street Research’s JPMorgan Chase JPM Stock Holding History

Main Street Research’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	$74.1M	Buy	226,299 +2,537	+1%	+$788K	3.5%	11
2026 Q1	$65.8M	Buy	223,762 +1,843	+0.8%	+$559K	3.83%	7
2025 Q4	$71.5M	Sell	221,919 -2,804	-1%	-$868K	4.09%	7
2025 Q3	$70.9M	Buy	224,723 +437	+0.2%	+$130K	3.83%	7
2025 Q2	$65M	Buy	224,286 +5,611	+3%	+$1.43M	4.05%	2
2025 Q1	$53.6M	Buy	218,675 +3,950	+2%	+$1.01M	3.51%	9
2024 Q4	$51.5M	Buy	214,725 +4,168	+2%	+$971K	3.21%	13
2024 Q3	$44.4M	Buy	210,557 +6,005	+3%	+$1.26M	2.79%	13
2024 Q2	$41.4M	Buy	204,552 +10,769	+6%	+$2.11M	2.73%	13
2024 Q1	$38.8M	Buy	193,783 +13,928	+8%	+$2.51M	2.64%	15
2023 Q4	$30.6M	Buy	179,855 +29,974	+20%	+$4.54M	2.46%	15
2023 Q3	$21.7M	Buy	149,881 +66,334	+79%	+$9.94M	2.24%	21
2023 Q2	$12.2M	Buy	+83,547	New	+$11.5M	1.94%	23
2022 Q1	–	Sell	-193,196	Closed	-$30.6M	–	131
2021 Q4	$30.6M	Buy	193,196 +9,959	+5%	+$1.64M	2.36%	19
2021 Q3	$30M	Buy	183,237 +6,685	+4%	+$1.05M	2.62%	15
2021 Q2	$27.5M	Buy	176,552 +9,208	+6%	+$1.45M	2.2%	19
2021 Q1	$25.5M	Buy	167,344 +6,600	+4%	+$950K	2.4%	14
2020 Q4	$20.4M	Buy	160,744 +11,714	+8%	+$1.31M	2.2%	17
2020 Q3	$14.3M	Buy	149,030 +8,165	+6%	+$802K	1.83%	31
2020 Q2	$13.3M	Buy	+140,865	New	+$13.4M	2.08%	27
2020 Q1	–	Sell	-114,003	Closed	-$15.9M	–	95
2019 Q4	$15.9M	Sell	114,003 -929	-0.8%	-$119K	2.51%	15
2019 Q3	$13.5M	Buy	114,932 +111,677	+3,431%	+$12.6M	2.54%	20
2019 Q2	$364K	Buy	3,255 +130	+4%	+$14.3K	0.08%	66
2019 Q1	$316K	Buy	3,125 +83	+3%	+$8.55K	0.1%	66
2018 Q4	$297K	Sell	3,042 -169,013	-98%	-$18M	0.12%	63
2018 Q3	$19.4M	Buy	172,055 +6,983	+4%	+$793K	2.79%	8
2018 Q2	$17.2M	Sell	165,072 -1,872	-1%	-$205K	2.69%	6
2018 Q1	$18.4M	Buy	166,944 +6,452	+4%	+$731K	2.91%	5
2017 Q4	$17.2M	Buy	160,492 +2,454	+2%	+$248K	2.61%	8
2017 Q3	$15.1M	Sell	158,038 -417	-0.3%	-$38.5K	2.44%	7
2017 Q2	$14.5M	Buy	158,455 +8,602	+6%	+$742K	2.37%	7
2017 Q1	$13.2M	Buy	149,853 +3,643	+2%	+$321K	2.31%	7
2016 Q4	$12.6M	Buy	146,210 +468	+0.3%	+$35.7K	2.46%	6
2016 Q3	$9.71M	Buy	145,742 +72,346	+99%	+$4.72M	1.9%	14
2016 Q2	$4.56M	Buy	73,396 +1,193	+2%	+$74.5K	0.94%	42
2016 Q1	$4.28M	Sell	72,203 -75,085	-51%	-$4.38M	1.1%	38
2015 Q4	$9.72M	Buy	147,288 +849	+0.6%	+$55.3K	2.08%	12
2015 Q3	$9.41M	Buy	146,439 +140,684	+2,445%	+$9.21M	2.21%	13
2015 Q2	$390K	Buy	5,755 +403	+8%	+$26.3K	0.08%	104
2015 Q1	$324K	Buy	5,352 +1,069	+25%	+$63.3K	0.07%	110
2014 Q4	$268K	Buy	4,283 +732	+21%	+$44K	0.06%	117
2014 Q3	$214K	Sell	3,551 -125	-3%	-$7.31K	0.05%	131
2014 Q2	$212K	Buy	+3,676	New	+$207K	0.05%	130

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Main Street Research increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $788K and bringing the position to 226,299 shares worth $74.1M. The position accounts for 3.5% of the portfolio, ranked #11.

Main Street Research first reported a position in JPM in Q2 2014 and has held it in 43 quarters since. 2,369 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Main Street Research held 226,299 shares of JPMorgan Chase worth $74.1M as of Q2 2026.
Main Street Research bought 2,537 JPMorgan Chase shares in Q2 2026, an estimated $788K.
JPMorgan Chase made up 3.5% of Main Street Research's portfolio in Q2 2026, its #11 holding.
Main Street Research first reported a position in JPMorgan Chase in Q2 2014 and has held it in 43 quarters since.
2,369 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.