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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mayfair Advisory Group's JPM Position: Q1 2026 in Review

Mayfair Advisory Group increased its JPMorgan Chase (JPM) stake by 3.8% in Q1 2026, buying an estimated $41.9K and bringing the position to 3,737 shares worth $1.1M. The position accounts for 0.38% of the portfolio, ranked #50.

Mayfair Advisory Group first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.18M in Q3 2025. 5,062 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mayfair Advisory Group held 3,737 shares of JPMorgan Chase worth $1.1M as of Q1 2026.
  • Mayfair Advisory Group bought 138 JPMorgan Chase shares in Q1 2026, an estimated $41.9K.
  • JPMorgan Chase made up 0.38% of Mayfair Advisory Group's portfolio in Q1 2026, its #50 holding.
  • Mayfair Advisory Group first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • Mayfair Advisory Group's JPMorgan Chase position peaked at $1.18M in Q3 2025.
  • 5,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.