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Mainstream Capital Management’s JPMorgan Chase JPM Stock Holding History

Mainstream 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 		$2.86M Sell
8,738
-17
-0.2% -$5.28K 1.72% 13
2026
Q1 		$2.58M Buy
8,755
+114
+1% +$34.6K 1.73% 14
2025
Q4 		$2.78M Sell
8,641
-182
-2% -$56.3K 1.82% 12
2025
Q3 		$2.78M Buy
8,823
+369
+4% +$110K 1.85% 10
2025
Q2 		$2.45M Sell
8,454
-27
-0.3% -$6.89K 1.78% 13
2025
Q1 		$2.08M Buy
8,481
+218
+3% +$55.6K 1.65% 14
2024
Q4 		$1.98M Buy
8,263
+61
+0.7% +$14.2K 1.39% 16
2024
Q3 		$1.73M Buy
+8,202
New +$1.73M 1.47% 19

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Mainstream Capital Management reduced its JPMorgan Chase (JPM) stake by 0.19% in Q2 2026, selling an estimated $5.28K and leaving 8,738 shares worth $2.86M. The position accounts for 1.72% of the portfolio, ranked #13.

Mainstream Capital Management first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mainstream Capital Management held 8,738 shares of JPMorgan Chase worth $2.86M as of Q2 2026.
  • Mainstream Capital Management sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 1.72% of Mainstream Capital Management's portfolio in Q2 2026, its #13 holding.
  • Mainstream Capital Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mainstream Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.