MainStreet Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.6M | Sell |
63,217
-1,505
| -2% | -$457K | 2.8% | 8 |
|
|
2025
Q4 | $20.9M | Sell |
64,722
-6,120
| -9% | -$1.89M | 3% | 7 |
|
|
2025
Q3 | $22.3M | Sell |
70,842
-7,005
| -9% | -$2.08M | 3% | 6 |
|
|
2025
Q2 | $22.6M | Sell |
77,847
-1,928
| -2% | -$492K | 3.12% | 6 |
|
|
2025
Q1 | $19.6M | Sell |
79,775
-3,249
| -4% | -$828K | 2.85% | 6 |
|
|
2024
Q4 | $19.9M | Sell |
83,024
-2,208
| -3% | -$514K | 2.79% | 8 |
|
|
2024
Q3 | $18M | Sell |
85,232
-5,983
| -7% | -$1.26M | 2.39% | 8 |
|
|
2024
Q2 | $18.4M | Sell |
91,215
-3,996
| -4% | -$781K | 2.26% | 9 |
|
|
2024
Q1 | $19.1M | Sell |
95,211
-2,819
| -3% | -$509K | 2.29% | 10 |
|
|
2023
Q4 | $16.7M | Sell |
98,030
-6,260
| -6% | -$949K | 1.89% | 12 |
|
|
2023
Q3 | $15.1M | Sell |
104,290
-2,565
| -2% | -$385K | 1.76% | 15 |
|
|
2023
Q2 | $15.5M | Sell |
106,855
-3,222
| -3% | -$443K | 1.69% | 15 |
|
|
2023
Q1 | $14.3M | Buy |
110,077
+685
| +0.6% | +$93.9K | 1.55% | 19 |
|
|
2022
Q4 | $14.7M | Sell |
109,392
-2,044
| -2% | -$259K | 1.64% | 18 |
|
|
2022
Q3 | $11.6M | Buy |
111,436
+7
| +0% | +$803 | 1.42% | 19 |
|
|
2022
Q2 | $12.5M | Sell |
111,429
-54
| -0% | -$6.69K | 1.44% | 17 |
|
|
2022
Q1 | $15.2M | Buy |
111,483
+787
| +0.7% | +$116K | 1.42% | 18 |
|
|
2021
Q4 | $17.5M | Sell |
110,696
-743
| -0.7% | -$122K | 1.53% | 19 |
|
|
2021
Q3 | $18.2M | Sell |
111,439
-1,780
| -2% | -$279K | 1.76% | 13 |
|
|
2021
Q2 | $17.6M | Sell |
113,219
-223
| -0.2% | -$35K | 1.5% | 18 |
|
|
2021
Q1 | $17.3M | Sell |
113,442
-3,749
| -3% | -$539K | 1.44% | 19 |
|
|
2020
Q4 | $14.9M | Sell |
117,191
-5,479
| -4% | -$612K | 1.18% | 21 |
|
|
2020
Q3 | $11.8M | Sell |
122,670
-20,989
| -15% | -$2.06M | 0.92% | 29 |
|
|
2020
Q2 | $13.5M | Buy |
143,659
+10,924
| +8% | +$1.04M | 0.92% | 25 |
|
|
2020
Q1 | $11.9M | Buy |
132,735
+21,740
| +20% | +$2.64M | 1.47% | 17 |
|
|
2019
Q4 | $15.5M | Buy |
110,995
+7,569
| +7% | +$971K | 1.71% | 13 |
|
|
2019
Q3 | $12.2M | Buy |
103,426
+997
| +1% | +$113K | 1.59% | 16 |
|
|
2019
Q2 | $11.5M | Buy |
102,429
+444
| +0.4% | +$49K | 1.5% | 16 |
|
|
2019
Q1 | $10.3M | Buy |
101,985
+1,910
| +2% | +$197K | 1.46% | 18 |
|
|
2018
Q4 | $9.77M | Buy |
100,075
+171
| +0.2% | +$18.2K | 1.51% | 15 |
|
|
2018
Q3 | $11.3M | Buy |
99,904
+415
| +0.4% | +$47.1K | 1.52% | 14 |
|
|
2018
Q2 | $10.4M | Buy |
99,489
+5,027
| +5% | +$551K | 1.5% | 12 |
|
|
2018
Q1 | $10.4M | Buy |
94,462
+7,542
| +9% | +$854K | 1.6% | 11 |
|
|
2017
Q4 | $9.29M | Buy |
+86,920
| New | +$8.8M | 1.42% | 14 |
|
Other funds holding JPM
VCM
VPM
MainStreet Investment Advisors's JPM Position: Q1 2026 in Review
MainStreet Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, selling an estimated $457K and leaving 63,217 shares worth $18.6M. The position accounts for 2.8% of the portfolio, ranked #8.
MainStreet Investment Advisors first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $22.6M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- MainStreet Investment Advisors held 63,217 shares of JPMorgan Chase worth $18.6M as of Q1 2026.
- MainStreet Investment Advisors sold 1,505 JPMorgan Chase shares in Q1 2026, an estimated $457K.
- JPMorgan Chase made up 2.8% of MainStreet Investment Advisors's portfolio in Q1 2026, its #8 holding.
- MainStreet Investment Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- MainStreet Investment Advisors's JPMorgan Chase position peaked at $22.6M in Q2 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.