Mawer Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $328M | Buy |
1,113,579
+98,026
| +10% | +$29.7M | 2.12% | 16 |
|
|
2025
Q4 | $327M | Sell |
1,015,553
-158,686
| -14% | -$49.1M | 1.83% | 18 |
|
|
2025
Q3 | $370M | Sell |
1,174,239
-67,730
| -5% | -$20.1M | 1.92% | 17 |
|
|
2025
Q2 | $360M | Buy |
1,241,969
+809,976
| +187% | +$207M | 1.83% | 14 |
|
|
2025
Q1 | $106M | Sell |
431,993
-10,884
| -2% | -$2.77M | 0.51% | 43 |
|
|
2024
Q4 | $106M | Sell |
442,877
-19,087
| -4% | -$4.45M | 0.48% | 46 |
|
|
2024
Q3 | $97.4M | Sell |
461,964
-26,962
| -6% | -$5.68M | 0.44% | 49 |
|
|
2024
Q2 | $98.9M | Sell |
488,926
-76,613
| -14% | -$15M | 0.47% | 46 |
|
|
2024
Q1 | $113M | Sell |
565,539
-25,299
| -4% | -$4.57M | 0.53% | 41 |
|
|
2023
Q4 | $101M | Sell |
590,838
-67,528
| -10% | -$10.2M | 0.51% | 43 |
|
|
2023
Q3 | $95.5M | Sell |
658,366
-54,878
| -8% | -$8.23M | 0.51% | 46 |
|
|
2023
Q2 | $104M | Sell |
713,244
-154,314
| -18% | -$21.2M | 0.54% | 44 |
|
|
2023
Q1 | $113M | Sell |
867,558
-136,977
| -14% | -$18.8M | 0.62% | 38 |
|
|
2022
Q4 | $135M | Sell |
1,004,535
-40,685
| -4% | -$5.16M | 0.76% | 36 |
|
|
2022
Q3 | $109M | Sell |
1,045,220
-9,908
| -0.9% | -$1.14M | 0.66% | 36 |
|
|
2022
Q2 | $119M | Sell |
1,055,128
-1,037,284
| -50% | -$129M | 0.67% | 34 |
|
|
2022
Q1 | $285M | Sell |
2,092,412
-134,264
| -6% | -$19.8M | 1.35% | 22 |
|
|
2021
Q4 | $353M | Buy |
2,226,676
+72,197
| +3% | +$11.9M | 1.59% | 20 |
|
|
2021
Q3 | $353M | Sell |
2,154,479
-113,682
| -5% | -$17.8M | 1.69% | 20 |
|
|
2021
Q2 | $353M | Buy |
2,268,161
+53,087
| +2% | +$8.34M | 1.75% | 22 |
|
|
2021
Q1 | $337M | Sell |
2,215,074
-635,224
| -22% | -$91.4M | 1.83% | 20 |
|
|
2020
Q4 | $362M | Buy |
2,850,298
+169,346
| +6% | +$18.9M | 2.13% | 18 |
|
|
2020
Q3 | $255M | Sell |
2,680,952
-30,443
| -1% | -$2.99M | 1.66% | 23 |
|
|
2020
Q2 | $255M | Sell |
2,711,395
-85,381
| -3% | -$8.1M | 1.88% | 18 |
|
|
2020
Q1 | $253M | Sell |
2,796,776
-1,597,888
| -36% | -$194M | 2.33% | 15 |
|
|
2019
Q4 | $613M | Buy |
4,394,664
+141,598
| +3% | +$18.2M | 4.96% | 2 |
|
|
2019
Q3 | $501M | Buy |
4,253,066
+29,947
| +0.7% | +$3.39M | 4.58% | 3 |
|
|
2019
Q2 | $472M | Buy |
4,223,119
+216,479
| +5% | +$23.9M | 3.05% | 5 |
|
|
2019
Q1 | $406M | Buy |
4,006,640
+176,103
| +5% | +$18.1M | 2.89% | 8 |
|
|
2018
Q4 | $374M | Buy |
3,830,537
+63,503
| +2% | +$6.77M | 3.1% | 6 |
|
|
2018
Q3 | $425M | Buy |
3,767,034
+55,353
| +1% | +$6.28M | 3.19% | 5 |
|
|
2018
Q2 | $387M | Buy |
3,711,681
+690,308
| +23% | +$75.7M | 3.12% | 5 |
|
|
2018
Q1 | $332M | Buy |
3,021,373
+97,354
| +3% | +$11M | 2.78% | 8 |
|
|
2017
Q4 | $313M | Buy |
2,924,019
+351,438
| +14% | +$35.6M | 2.59% | 8 |
|
|
2017
Q3 | $246M | Buy |
2,572,581
+145,135
| +6% | +$13.4M | 2.1% | 13 |
|
|
2017
Q2 | $222M | Sell |
2,427,446
-179,825
| -7% | -$15.5M | 2.05% | 13 |
|
|
2017
Q1 | $229M | Sell |
2,607,271
-47,009
| -2% | -$4.15M | 2.21% | 13 |
|
|
2016
Q4 | $229M | Sell |
2,654,280
-110,594
| -4% | -$8.43M | 2.34% | 11 |
|
|
2016
Q3 | $183M | Sell |
2,764,874
-73,833
| -3% | -$4.81M | 1.92% | 15 |
|
|
2016
Q2 | $176M | Buy |
2,838,707
+145,389
| +5% | +$9.08M | 2.49% | 10 |
|
|
2016
Q1 | $159M | Buy |
2,693,318
+238,444
| +10% | +$13.9M | 1.85% | 15 |
|
|
2015
Q4 | $162M | Buy |
2,454,874
+144,240
| +6% | +$9.39M | 2.08% | 13 |
|
|
2015
Q3 | $141M | Buy |
2,310,634
+91,648
| +4% | +$6M | 1.93% | 15 |
|
|
2015
Q2 | $150M | Buy |
2,218,986
+179,299
| +9% | +$11.7M | 1.92% | 16 |
|
|
2015
Q1 | $129M | Buy |
2,039,687
+58,190
| +3% | +$3.45M | 1.64% | 18 |
|
|
2014
Q4 | $130M | Sell |
1,981,497
-96,609
| -5% | -$5.81M | 1.68% | 19 |
|
|
2014
Q3 | $125M | Buy |
2,078,106
+104,698
| +5% | +$6.12M | 1.68% | 18 |
|
|
2014
Q2 | $114M | Buy |
1,973,408
+215,413
| +12% | +$12.1M | 1.51% | 23 |
|
|
2014
Q1 | $107M | Buy |
1,757,995
+131,585
| +8% | +$7.6M | 1.52% | 22 |
|
|
2013
Q4 | $95M | Buy |
1,626,410
+150,049
| +10% | +$8.22M | 1.39% | 25 |
|
|
2013
Q3 | $76.3M | Buy |
1,476,361
+173,575
| +13% | +$9.31M | 1.23% | 28 |
|
|
2013
Q2 | $68.8M | Buy |
+1,302,786
| New | +$66.2M | 2.56% | 9 |
|
Other funds holding JPM
VCM
VPM
Mawer Investment Management's JPM Position: Q1 2026 in Review
Mawer Investment Management increased its JPMorgan Chase (JPM) stake by 9.7% in Q1 2026, buying an estimated $29.7M and bringing the position to 1,113,579 shares worth $328M. The position accounts for 2.12% of the portfolio, ranked #16.
Mawer Investment Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $613M in Q4 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Mawer Investment Management held 1,113,579 shares of JPMorgan Chase worth $328M as of Q1 2026.
- Mawer Investment Management bought 98,026 JPMorgan Chase shares in Q1 2026, an estimated $29.7M.
- JPMorgan Chase made up 2.12% of Mawer Investment Management's portfolio in Q1 2026, its #16 holding.
- Mawer Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Mawer Investment Management's JPMorgan Chase position peaked at $613M in Q4 2019.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Mawer Investment Management's 13F filing for Q1 2026, filed 6 May 2026.