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Mattson Financial Services’s JPMorgan Chase JPM Stock Holding History

Mattson Financial Services’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 		$6.06M Buy
17,658
+743
+4% +$231K 1.27% 17
2026
Q1 		$4.98M Sell
16,915
-3
-0% -$910 1.19% 16
2025
Q4 		$5.45M Sell
16,918
-420
-2% -$130K 1.27% 14
2025
Q3 		$5.47M Sell
17,338
-104
-0.6% -$30.9K 1.31% 14
2025
Q2 		$5.06M Buy
17,442
+252
+1% +$64.3K 1.36% 13
2025
Q1 		$4.22M Buy
17,190
+739
+4% +$188K 1.27% 18
2024
Q4 		$3.47M Sell
16,451
-1,918
-10% -$447K 1.1% 23
2024
Q3 		$3.72M Sell
18,369
-121
-0.7% -$25.5K 1.33% 15
2024
Q2 		$3.74M Buy
+18,490
New +$3.61M 1.33% 15

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Mattson Financial Services's JPM Position: Q2 2026 in Review

Mattson Financial Services increased its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, buying an estimated $231K and bringing the position to 17,658 shares worth $6.06M. The position accounts for 1.27% of the portfolio, ranked #17.

Mattson Financial Services first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mattson Financial Services held 17,658 shares of JPMorgan Chase worth $6.06M as of Q2 2026.
  • Mattson Financial Services bought 743 JPMorgan Chase shares in Q2 2026, an estimated $231K.
  • JPMorgan Chase made up 1.27% of Mattson Financial Services's portfolio in Q2 2026, its #17 holding.
  • Mattson Financial Services first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.