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Mainstay Capital Management’s JPMorgan Chase JPM Stock Holding History

Mainstay Capital 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 		$3.81M Buy
11,642
+36
+0.3% +$11.2K 0.28% 28
2026
Q1 		$3.41M Buy
11,606
+80
+0.7% +$24.3K 0.26% 29
2025
Q4 		$3.71M Buy
11,526
+78
+0.7% +$24.1K 0.28% 24
2025
Q3 		$3.61M Sell
11,448
-11,470
-50% -$3.41M 0.36% 22
2025
Q2 		$6.64M Buy
22,918
+11,470
+100% +$2.93M 0.33% 21
2025
Q1 		$2.81M Hold
11,448
– – 0.39% 18
2024
Q4 		$2.74M Buy
11,448
+415
+4% +$96.7K 0.42% 14
2024
Q3 		$2.33M Sell
11,033
-10
-0.1% -$2.11K 0.39% 20
2024
Q2 		$2.23M Buy
11,043
+10
+0.1% +$1.96K 0.39% 16
2024
Q1 		$2.21M Hold
11,033
– – 0.42% 14
2023
Q4 		$1.88M Sell
11,033
-217
-2% -$32.9K 0.36% 16
2023
Q3 		$1.63M Buy
11,250
+17
+0.2% +$2.55K 0.35% 17
2023
Q2 		$1.63M Sell
11,233
-391
-3% -$53.8K 0.29% 29
2023
Q1 		$1.51M Sell
11,624
-20
-0.2% -$2.74K 0.3% 30
2022
Q4 		$1.56M Hold
11,644
– – 0.35% 35
2022
Q3 		$1.22M Hold
11,644
– – 0.3% 41
2022
Q2 		$1.31M Hold
11,644
– – 0.3% 37
2022
Q1 		$1.59M Hold
11,644
– – 0.29% 35
2021
Q4 		$1.84M Buy
+11,644
New +$1.91M 0.56% 27
2021
Q3 		– Sell
-11,774
Closed -$1.83M – 117
2021
Q2 		$1.83M Sell
11,774
-155
-1% -$24.3K 0.43% 24
2021
Q1 		$1.82M Sell
11,929
-453
-4% -$65.2K 0.56% 24
2020
Q4 		$1.57M Buy
12,382
+608
+5% +$68K 0.46% 36
2020
Q3 		$1.13M Buy
+11,774
New +$1.16M 0.3% 51
2018
Q4 		– Sell
-1,077
Closed -$122K – 242
2018
Q3 		$122K Buy
1,077
+300
+39% +$34.1K 0.08% 128
2018
Q2 		$81K Buy
777
+350
+82% +$38.4K 0.06% 133
2018
Q1 		$46K Sell
427
-300
-41% -$34K 0.04% 161
2017
Q4 		$78K Buy
+727
New +$73.6K 0.06% 140

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mainstay Capital Management's JPM Position: Q2 2026 in Review

Mainstay Capital Management increased its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, buying an estimated $11.2K and bringing the position to 11,642 shares worth $3.81M. The position accounts for 0.28% of the portfolio, ranked #28.

Mainstay Capital Management first reported a position in JPM in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.64M in Q2 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mainstay Capital Management held 11,642 shares of JPMorgan Chase worth $3.81M as of Q2 2026.
  • Mainstay Capital Management bought 36 JPMorgan Chase shares in Q2 2026, an estimated $11.2K.
  • JPMorgan Chase made up 0.28% of Mainstay Capital Management's portfolio in Q2 2026, its #28 holding.
  • Mainstay Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 27 quarters since.
  • Mainstay Capital Management's JPMorgan Chase position peaked at $6.64M in Q2 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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