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Mattern Capital Management’s JPMorgan Chase JPM Stock Holding History

Mattern Capital Management’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 		$1.53M Buy
5,195
+218
+4% +$66.2K 0.18% 97
2025
Q4 		$1.6M Buy
4,977
+158
+3% +$48.9K 0.19% 94
2025
Q3 		$1.52M Buy
4,819
+350
+8% +$104K 0.18% 95
2025
Q2 		$1.3M Buy
4,469
+1,076
+32% +$275K 0.16% 99
2025
Q1 		$832K Buy
3,393
+143
+4% +$36.5K 0.11% 108
2024
Q4 		$779K Sell
3,250
-263
-7% -$61.3K 0.1% 102
2024
Q3 		$741K Buy
3,513
+318
+10% +$67K 0.09% 101
2024
Q2 		$646K Buy
3,195
+553
+21% +$108K 0.09% 104
2024
Q1 		$529K Buy
+2,642
New +$477K 0.07% 107

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

Mattern Capital Management's JPM Position: Q1 2026 in Review

Mattern Capital Management increased its JPMorgan Chase (JPM) stake by 4.4% in Q1 2026, buying an estimated $66.2K and bringing the position to 5,195 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #97.

Mattern Capital Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mattern Capital Management held 5,195 shares of JPMorgan Chase worth $1.53M as of Q1 2026.
  • Mattern Capital Management bought 218 JPMorgan Chase shares in Q1 2026, an estimated $66.2K.
  • JPMorgan Chase made up 0.18% of Mattern Capital Management's portfolio in Q1 2026, its #97 holding.
  • Mattern Capital Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • Mattern Capital Management's JPMorgan Chase position peaked at $1.6M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mattern Capital Management's 13F filing for Q1 2026, filed 4 May 2026.