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Mattern Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mattern Wealth 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 		$8.66M Buy
26,466
+354
+1% +$110K 1.42% 17
2026
Q1 		$7.68M Buy
26,112
+379
+1% +$115K 1.5% 14
2025
Q4 		$8.29M Buy
25,733
+354
+1% +$110K 1.6% 14
2025
Q3 		$8.01M Sell
25,379
-1,196
-5% -$356K 1.6% 14
2025
Q2 		$7.7M Sell
26,575
-297
-1% -$75.8K 1.6% 14
2025
Q1 		$6.59M Buy
26,872
+370
+1% +$94.3K 1.46% 15
2024
Q4 		$6.35M Sell
26,502
-1,953
-7% -$455K 1.4% 16
2024
Q3 		$6M Buy
28,455
+587
+2% +$124K 1.32% 15
2024
Q2 		$5.64M Sell
27,868
-481
-2% -$94K 1.36% 13
2024
Q1 		$5.68M Buy
28,349
+609
+2% +$110K 1.38% 15
2023
Q4 		$4.72M Buy
27,740
+667
+2% +$101K 1.21% 16
2023
Q3 		$3.93M Buy
27,073
+2,676
+11% +$401K 1.15% 19
2023
Q2 		$3.55M Buy
24,397
+3,175
+15% +$437K 1.04% 22
2023
Q1 		$2.77M Buy
21,222
+3,780
+22% +$518K 0.92% 27
2022
Q4 		$2.34M Buy
17,442
+325
+2% +$41.2K 0.95% 36
2022
Q3 		$1.79M Buy
17,117
+346
+2% +$39.7K 0.72% 41
2022
Q2 		$1.89M Sell
16,771
-43
-0.3% -$5.33K 0.74% 38
2022
Q1 		$2.29M Buy
16,814
+2,593
+18% +$383K 0.75% 39
2021
Q4 		$2.25M Sell
14,221
-96
-0.7% -$15.8K 0.66% 38
2021
Q3 		$2.34M Sell
14,317
-276
-2% -$43.3K 0.79% 33
2021
Q2 		$2.22M Buy
14,593
+1,001
+7% +$157K 0.71% 41
2021
Q1 		$2.07M Sell
13,592
-3,158
-19% -$454K 0.73% 39
2020
Q4 		$2.13M Sell
16,750
-735
-4% -$82.2K 0.8% 35
2020
Q3 		$1.68M Buy
17,485
+187
+1% +$18.4K 0.72% 41
2020
Q2 		$1.63M Buy
17,298
+390
+2% +$37K 0.79% 39
2020
Q1 		$1.52M Buy
16,908
+126
+0.8% +$15.3K 1.1% 28
2019
Q4 		$2.34M Buy
+16,782
New +$2.15M 1.4% 18

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Mattern Wealth Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $110K and bringing the position to 26,466 shares worth $8.66M. The position accounts for 1.42% of the portfolio, ranked #17.

Mattern Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mattern Wealth Management held 26,466 shares of JPMorgan Chase worth $8.66M as of Q2 2026.
  • Mattern Wealth Management bought 354 JPMorgan Chase shares in Q2 2026, an estimated $110K.
  • JPMorgan Chase made up 1.42% of Mattern Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Mattern Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.