Mainsail Financial Group’s JPMorgan Chase JPM Stock Holding History

Mainsail Financial 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	$1.47M	Buy	4,501 +51	+1%	+$15.8K	0.5%	33
2026 Q1	$1.31M	Sell	4,450 -104	-2%	-$31.6K	0.55%	40
2025 Q4	$1.47M	Sell	4,554 -195	-4%	-$60.4K	0.61%	39
2025 Q3	$1.5M	Buy	4,749 +181	+4%	+$53.8K	0.64%	38
2025 Q2	$1.31M	Sell	4,568 -4	-0.1%	-$1.02K	0.61%	37
2025 Q1	$1.12M	Buy	4,572 +175	+4%	+$44.6K	0.64%	34
2024 Q4	$1.05M	Sell	4,397 -18	-0.4%	-$4.19K	0.61%	34
2024 Q3	$942K	Sell	4,415 -498	-10%	-$105K	0.56%	38
2024 Q2	$994K	Buy	4,913 +231	+5%	+$45.2K	0.58%	37
2024 Q1	$938K	Buy	4,682 +15	+0.3%	+$2.71K	0.65%	39
2023 Q4	$780K	Buy	4,667 +440	+10%	+$66.7K	0.6%	37
2023 Q3	$608K	Buy	+4,227	New	+$634K	0.55%	42

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mainsail Financial Group's JPM Position: Q2 2026 in Review

Mainsail Financial Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,501 shares worth $1.47M. The position accounts for 0.5% of the portfolio, ranked #33.

Mainsail Financial Group first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mainsail Financial Group held 4,501 shares of JPMorgan Chase worth $1.47M as of Q2 2026.
Mainsail Financial Group bought 51 JPMorgan Chase shares in Q2 2026, an estimated $15.8K.
JPMorgan Chase made up 0.5% of Mainsail Financial Group's portfolio in Q2 2026, its #33 holding.
Mainsail Financial Group first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
Mainsail Financial Group's JPMorgan Chase position peaked at $1.5M in Q3 2025.
1,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.