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MATAURO’s JPMorgan Chase JPM Stock Holding History

MATAURO’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 		$1.57M Buy
4,784
+34
+0.7% +$10.6K 0.21% 60
2026
Q1 		$1.4M Sell
4,750
-141
-3% -$42.8K 0.2% 59
2025
Q4 		$1.58M Buy
4,891
+67
+1% +$20.7K 0.24% 63
2025
Q3 		$1.52M Buy
4,824
+2,596
+117% +$772K 0.24% 58
2025
Q2 		$646K Buy
2,228
+80
+4% +$20.4K 0.12% 84
2025
Q1 		$527K Buy
2,148
+287
+15% +$73.2K 0.11% 82
2024
Q4 		$446K Buy
+1,861
New +$433K 0.1% 72

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MATAURO's JPM Position: Q2 2026 in Review

MATAURO increased its JPMorgan Chase (JPM) stake by 0.72% in Q2 2026, buying an estimated $10.6K and bringing the position to 4,784 shares worth $1.57M. The position accounts for 0.21% of the portfolio, ranked #60.

MATAURO first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2025. 2,921 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MATAURO held 4,784 shares of JPMorgan Chase worth $1.57M as of Q2 2026.
  • MATAURO bought 34 JPMorgan Chase shares in Q2 2026, an estimated $10.6K.
  • JPMorgan Chase made up 0.21% of MATAURO's portfolio in Q2 2026, its #60 holding.
  • MATAURO first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • MATAURO's JPMorgan Chase position peaked at $1.58M in Q4 2025.
  • 2,921 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MATAURO's 13F filing for Q2 2026, filed 21 Jul 2026.