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Mayflower Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Mayflower Financial Advisors’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 		$6.3M Buy
19,246
+915
+5% +$284K 0.54% 45
2026
Q1 		$5.39M Buy
18,331
+585
+3% +$178K 0.65% 35
2025
Q4 		$5.72M Sell
17,746
-448
-2% -$139K 0.69% 35
2025
Q3 		$5.74M Buy
18,194
+278
+2% +$82.7K 0.72% 35
2025
Q2 		$5.19M Sell
17,916
-711
-4% -$181K 0.72% 36
2025
Q1 		$4.57M Sell
18,627
-571
-3% -$146K 0.69% 35
2024
Q4 		$4.6M Sell
19,198
-181
-0.9% -$42.2K 0.69% 36
2024
Q3 		$4.09M Buy
19,379
+261
+1% +$55K 0.62% 40
2024
Q2 		$3.87M Sell
19,118
-984
-5% -$192K 0.63% 38
2024
Q1 		$4.03M Sell
20,102
-230
-1% -$41.5K 0.67% 36
2023
Q4 		$3.46M Sell
20,332
-874
-4% -$132K 0.48% 51
2023
Q3 		$3.08M Sell
21,206
-465
-2% -$69.7K 0.46% 50
2023
Q2 		$3.15M Sell
21,671
-853
-4% -$117K 0.41% 56
2023
Q1 		$2.94M Buy
22,524
+715
+3% +$98K 0.39% 61
2022
Q4 		$2.92M Buy
21,809
+1,142
+6% +$145K 0.41% 54
2022
Q3 		$2.16M Sell
20,667
-1,434
-6% -$165K 0.35% 63
2022
Q2 		$2.49M Sell
22,101
-420
-2% -$52K 0.38% 56
2022
Q1 		$3.07M Sell
22,521
-2,800
-11% -$413K 0.41% 53
2021
Q4 		$4.01M Buy
25,321
+42
+0.2% +$6.9K 0.53% 41
2021
Q3 		$4.26M Sell
25,279
-906
-3% -$142K 0.58% 39
2021
Q2 		$4.07M Sell
26,185
-676
-3% -$106K 0.56% 38
2021
Q1 		$4.09M Sell
26,861
-160
-0.6% -$23K 0.61% 35
2020
Q4 		$3.43M Buy
+27,021
New +$3.02M 0.59% 36

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mayflower Financial Advisors's JPM Position: Q2 2026 in Review

Mayflower Financial Advisors increased its JPMorgan Chase (JPM) stake by 5% in Q2 2026, buying an estimated $284K and bringing the position to 19,246 shares worth $6.3M. The position accounts for 0.54% of the portfolio, ranked #45.

Mayflower Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 1,976 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mayflower Financial Advisors held 19,246 shares of JPMorgan Chase worth $6.3M as of Q2 2026.
  • Mayflower Financial Advisors bought 915 JPMorgan Chase shares in Q2 2026, an estimated $284K.
  • JPMorgan Chase made up 0.54% of Mayflower Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Mayflower Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 1,976 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.