Mayfair Advisory Group’s JPMorgan Chase JPM Stock Holding History

Mayfair Advisory Group’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	$1.46M	Buy	4,147 +410	+11%	+$127K	0.44%	45
2026 Q1	$1.1M	Buy	3,737 +138	+4%	+$41.9K	0.38%	50
2025 Q4	$1.17M	Sell	3,599 -156	-4%	-$48.3K	0.46%	46
2025 Q3	$1.18M	Buy	3,755 +37	+1%	+$11K	0.51%	41
2025 Q2	$1.07M	Sell	3,718 -21	-0.6%	-$5.36K	0.51%	42
2025 Q1	$917K	Sell	3,739 -18	-0.5%	-$4.59K	0.53%	41
2024 Q4	$901K	Buy	3,757 +210	+6%	+$48.9K	0.53%	38
2024 Q3	$749K	Hold	3,547	–	–	0.47%	40
2024 Q2	$727K	Buy	3,547 +384	+12%	+$75.1K	0.49%	38
2024 Q1	$634K	Buy	3,163 +168	+6%	+$30.3K	0.46%	44
2023 Q4	$515K	Buy	2,995 +1	+0%	+$152	0.44%	52
2023 Q3	$436K	Sell	2,994 -120	-4%	-$18K	0.42%	53
2023 Q2	$450K	Buy	3,114 +36	+1%	+$4.95K	0.45%	51
2023 Q1	$427K	Sell	3,078 -50	-2%	-$6.85K	0.46%	54
2022 Q4	$430K	Sell	3,128 -164	-5%	-$20.8K	0.55%	49
2022 Q3	$355K	Buy	3,292 +3	+0.1%	+$344	0.5%	53
2022 Q2	$379K	Buy	3,289 +87	+3%	+$10.8K	0.5%	50
2022 Q1	$433K	Buy	3,202 +60	+2%	+$8.86K	0.56%	42
2021 Q4	$515K	Buy	3,142 +2	+0.1%	+$328	0.68%	34
2021 Q3	$524K	Buy	3,140 +268	+9%	+$42K	0.8%	31
2021 Q2	$447K	Buy	2,872 +80	+3%	+$12.6K	0.71%	35
2021 Q1	$429K	Sell	2,792 -148	-5%	-$21.3K	0.77%	34
2020 Q4	$374K	Buy	2,940 +69	+2%	+$7.71K	0.73%	35
2020 Q3	$276K	Buy	2,871 +453	+19%	+$44.5K	0.71%	38
2020 Q2	$227K	Buy	+2,418	New	+$229K	0.73%	36

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mayfair Advisory Group's JPM Position: Q2 2026 in Review

Mayfair Advisory Group increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $127K and bringing the position to 4,147 shares worth $1.46M. The position accounts for 0.44% of the portfolio, ranked #45.

Mayfair Advisory Group first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mayfair Advisory Group held 4,147 shares of JPMorgan Chase worth $1.46M as of Q2 2026.
Mayfair Advisory Group bought 410 JPMorgan Chase shares in Q2 2026, an estimated $127K.
JPMorgan Chase made up 0.44% of Mayfair Advisory Group's portfolio in Q2 2026, its #45 holding.
Mayfair Advisory Group first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.