Maryland Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Maryland Capital Advisors’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	$282K	Buy	+863	New	+$268K	0.09%	74
2025 Q4	$454K	Buy	1,409 +80	+6%	+$24.8K	0.15%	55
2025 Q3	$419K	Buy	1,329 +474	+55%	+$141K	0.15%	57
2025 Q2	$248K	Buy	855 +180	+27%	+$45.9K	0.1%	73
2025 Q1	$166K	Hold	675	–	–	0.07%	79
2024 Q4	$162K	Sell	675 -1	-0.1%	-$233	0.08%	81
2024 Q3	$143K	Sell	676 -2	-0.3%	-$421	0.07%	81
2024 Q2	$137K	Hold	678	–	–	0.07%	81
2024 Q1	$136K	Hold	678	–	–	0.08%	79
2023 Q4	$115K	Hold	678	–	–	0.08%	80
2023 Q3	$98.3K	Hold	678	–	–	0.08%	85
2023 Q2	$98.6K	Buy	678 +103	+18%	+$14.2K	0.08%	86
2023 Q1	$74.9K	Hold	575	–	–	0.07%	93
2022 Q4	$77.1K	Hold	575	–	–	0.07%	92
2022 Q3	$60K	Hold	575	–	–	0.06%	84
2022 Q2	$65K	Hold	575	–	–	0.07%	82
2022 Q1	$78K	Hold	575	–	–	0.07%	77
2021 Q4	$91K	Buy	+575	New	+$94.4K	0.08%	73

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Maryland Capital Advisors's JPM Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 863 shares worth $282K. The stake represents 0.09% of the portfolio and ranks #74 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in JPM as recently as Q4 2025.

Maryland Capital Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $454K in Q4 2025. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Maryland Capital Advisors held 863 shares of JPMorgan Chase worth $282K as of Q2 2026.
JPMorgan Chase was a new Maryland Capital Advisors position in Q2 2026.
JPMorgan Chase made up 0.09% of Maryland Capital Advisors's portfolio in Q2 2026, its #74 holding.
Maryland Capital Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's JPMorgan Chase position peaked at $454K in Q4 2025.
2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.