Mather Group
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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
Q3 		$18.2M Buy
55,034
+15,957
+41% +$5.58M 0.15% 64
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Mather Group's JPM Position: Q3 2026 in Review

Mather Group increased its JPMorgan Chase (JPM) stake by 41% in Q3 2026, buying an estimated $5.58M and bringing the position to 55,034 shares worth $18.2M. The position accounts for 0.15% of the portfolio, ranked #64.

Mather Group first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. 1,395 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Mather Group held 55,034 shares of JPMorgan Chase worth $18.2M as of Q3 2026.
  • Mather Group bought 15,957 JPMorgan Chase shares in Q3 2026, an estimated $5.58M.
  • JPMorgan Chase made up 0.15% of Mather Group's portfolio in Q3 2026, its #64 holding.
  • Mather Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 1,395 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.