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Mather Group’s JPMorgan Chase JPM Stock Holding History

Mather Group’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 		$12.8M Buy
39,077
+17,299
+79% +$5.37M 0.11% 89
2026
Q1 		$6.41M Sell
21,778
-428
-2% -$130K 0.06% 112
2025
Q4 		$7.16M Buy
22,206
+776
+4% +$240K 0.07% 99
2025
Q3 		$6.76M Buy
21,430
+433
+2% +$129K 0.07% 102
2025
Q2 		$6.09M Buy
20,997
+79
+0.4% +$20.2K 0.07% 108
2025
Q1 		$5.13M Buy
20,918
+2,705
+15% +$690K 0.06% 108
2024
Q4 		$4.37M Buy
18,213
+256
+1% +$59.6K 0.06% 122
2024
Q3 		$3.79M Sell
17,957
-8,496
-32% -$1.79M 0.05% 129
2024
Q2 		$5.3M Buy
26,453
+6,275
+31% +$1.23M 0.07% 119
2024
Q1 		$3.43M Sell
20,178
-315
-2% -$56.8K 0.05% 117
2023
Q4 		$3.49M Buy
20,493
+1,612
+9% +$244K 0.05% 121
2023
Q3 		$2.74M Buy
18,881
+1,223
+7% +$183K 0.05% 132
2023
Q2 		$2.57M Buy
17,658
+1,024
+6% +$141K 0.04% 146
2023
Q1 		$2.17M Sell
16,634
-1,505
-8% -$206K 0.04% 145
2022
Q4 		$2.43M Sell
18,139
-627
-3% -$79.4K 0.05% 127
2022
Q3 		$1.96M Buy
18,766
+238
+1% +$27.3K 0.04% 134
2022
Q2 		$2.09M Buy
18,528
+699
+4% +$86.6K 0.05% 125
2022
Q1 		$2.43M Buy
17,829
+6,317
+55% +$932K 0.05% 103
2021
Q4 		$1.82M Buy
11,512
+3,699
+47% +$607K 0.04% 100
2021
Q3 		$1.28M Sell
7,813
-841
-10% -$132K 0.03% 100
2021
Q2 		$1.35M Buy
8,654
+1,097
+15% +$172K 0.03% 91
2021
Q1 		$1.15M Buy
7,557
+1,055
+16% +$152K 0.03% 91
2020
Q4 		$826K Buy
6,502
+417
+7% +$46.6K 0.03% 101
2020
Q3 		$586K Sell
6,085
-359
-6% -$35.3K 0.02% 123
2020
Q2 		$606K Buy
6,444
+1,138
+21% +$108K 0.03% 119
2020
Q1 		$478K Buy
5,306
+75
+1% +$9.11K 0.03% 87
2019
Q4 		$729K Buy
+5,231
New +$671K 0.05% 73

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

Mather Group's JPM Position: Q2 2026 in Review

Mather Group increased its JPMorgan Chase (JPM) stake by 79% in Q2 2026, buying an estimated $5.37M and bringing the position to 39,077 shares worth $12.8M. The position accounts for 0.11% of the portfolio, ranked #89.

Mather Group first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mather Group held 39,077 shares of JPMorgan Chase worth $12.8M as of Q2 2026.
  • Mather Group bought 17,299 JPMorgan Chase shares in Q2 2026, an estimated $5.37M.
  • JPMorgan Chase made up 0.11% of Mather Group's portfolio in Q2 2026, its #89 holding.
  • Mather Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.