MAM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Mainsail Asset Management's JPM Position: Q1 2026 in Review

Mainsail Asset Management increased its JPMorgan Chase (JPM) stake by 90% in Q1 2026, buying an estimated $612K and bringing the position to 4,266 shares worth $1.25M. The position accounts for 0.56% of the portfolio, ranked #24.

Mainsail Asset Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mainsail Asset Management held 4,266 shares of JPMorgan Chase worth $1.25M as of Q1 2026.
  • Mainsail Asset Management bought 2,016 JPMorgan Chase shares in Q1 2026, an estimated $612K.
  • JPMorgan Chase made up 0.56% of Mainsail Asset Management's portfolio in Q1 2026, its #24 holding.
  • Mainsail Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mainsail Asset Management's 13F filing for Q1 2026, filed 13 May 2026.