Mainsail Asset Management’s JPMorgan Chase JPM Stock Holding History

Mainsail Asset Management’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	$1.12M	Sell	3,282 -984	-23%	-$306K	0.44%	27
2026 Q1	$1.25M	Buy	4,266 +2,016	+90%	+$612K	0.56%	24
2025 Q4	$725K	Sell	2,250 -1,599	-42%	-$495K	0.31%	33
2025 Q3	$1.21M	Buy	3,849 +2,342	+155%	+$697K	0.53%	23
2025 Q2	$437K	Buy	1,507 +9	+0.6%	+$2.3K	0.27%	36
2025 Q1	$367K	Buy	1,498 +104	+7%	+$26.5K	0.25%	39
2024 Q4	$334K	Hold	1,394	–	–	0.23%	42
2024 Q3	$294K	Hold	1,394	–	–	0.22%	43
2024 Q2	$282K	Hold	1,394	–	–	0.22%	41
2024 Q1	$279K	Hold	1,394	–	–	0.23%	40
2023 Q4	$237K	Buy	+1,394	New	+$211K	0.22%	42

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

Mainsail Asset Management's JPM Position: Q2 2026 in Review

Mainsail Asset Management reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $306K and leaving 3,282 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #27.

Mainsail Asset Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2026. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mainsail Asset Management held 3,282 shares of JPMorgan Chase worth $1.12M as of Q2 2026.
Mainsail Asset Management sold 984 JPMorgan Chase shares in Q2 2026, an estimated $306K.
JPMorgan Chase made up 0.44% of Mainsail Asset Management's portfolio in Q2 2026, its #27 holding.
Mainsail Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Mainsail Asset Management's JPMorgan Chase position peaked at $1.25M in Q1 2026.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mainsail Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.