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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
Q2 		$10.4M Buy
31,711
+26,516
+510% +$8.23M 1.21% 31
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 $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

Mattern Capital Management's JPM Position: Q2 2026 in Review

Mattern Capital Management increased its JPMorgan Chase (JPM) stake by 510% in Q2 2026, buying an estimated $8.23M and bringing the position to 31,711 shares worth $10.4M. The position accounts for 1.21% of the portfolio, ranked #31.

Mattern Capital Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mattern Capital Management held 31,711 shares of JPMorgan Chase worth $10.4M as of Q2 2026.
  • Mattern Capital Management bought 26,516 JPMorgan Chase shares in Q2 2026, an estimated $8.23M.
  • JPMorgan Chase made up 1.21% of Mattern Capital Management's portfolio in Q2 2026, its #31 holding.
  • Mattern Capital Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.