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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mather Group's JPM Position: Q1 2026 in Review

Mather Group reduced its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, selling an estimated $130K and leaving 21,778 shares worth $6.41M. The position accounts for 0.06% of the portfolio, ranked #112.

Mather Group first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.16M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mather Group held 21,778 shares of JPMorgan Chase worth $6.41M as of Q1 2026.
  • Mather Group sold 428 JPMorgan Chase shares in Q1 2026, an estimated $130K.
  • JPMorgan Chase made up 0.06% of Mather Group's portfolio in Q1 2026, its #112 holding.
  • Mather Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Mather Group's JPMorgan Chase position peaked at $7.16M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.