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McAdam LLC’s JPMorgan Chase JPM Stock Holding History

McAdam LLC’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 		$2.62M Buy
8,014
+1,994
+33% +$619K 0.1% 92
2026
Q1 		$1.77M Buy
6,020
+318
+6% +$96.5K 0.08% 117
2025
Q4 		$1.84M Buy
5,702
+469
+9% +$145K 0.08% 113
2025
Q3 		$1.65M Buy
5,233
+240
+5% +$71.4K 0.08% 112
2025
Q2 		$1.45M Buy
4,993
+59
+1% +$15.1K 0.08% 118
2025
Q1 		$1.21M Buy
4,934
+135
+3% +$34.4K 0.07% 116
2024
Q4 		$1.15M Buy
4,799
+540
+13% +$126K 0.06% 127
2024
Q3 		$898K Buy
4,259
+320
+8% +$67.4K 0.05% 142
2024
Q2 		$797K Buy
3,939
+456
+13% +$89.1K 0.05% 134
2024
Q1 		$698K Buy
3,483
+250
+8% +$45.1K 0.04% 144
2023
Q4 		$550K Sell
3,233
-41
-1% -$6.21K 0.04% 156
2023
Q3 		$475K Buy
3,274
+387
+13% +$58K 0.04% 161
2023
Q2 		$420K Buy
2,887
+611
+27% +$84K 0.03% 169
2023
Q1 		$297K Buy
+2,276
New +$312K 0.03% 199
2018
Q4 		– Sell
-472
Closed -$54K – 352
2018
Q3 		$54K Buy
472
+135
+40% +$15.3K 0.02% 160
2018
Q2 		$35K Sell
337
-9
-3% -$987 0.01% 186
2018
Q1 		$38K Buy
+346
New +$39.2K 0.02% 178

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

McAdam LLC's JPM Position: Q2 2026 in Review

McAdam LLC increased its JPMorgan Chase (JPM) stake by 33% in Q2 2026, buying an estimated $619K and bringing the position to 8,014 shares worth $2.62M. The position accounts for 0.1% of the portfolio, ranked #92.

McAdam LLC first reported a position in JPM in Q1 2018 and has held it in 17 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McAdam LLC held 8,014 shares of JPMorgan Chase worth $2.62M as of Q2 2026.
  • McAdam LLC bought 1,994 JPMorgan Chase shares in Q2 2026, an estimated $619K.
  • JPMorgan Chase made up 0.1% of McAdam LLC's portfolio in Q2 2026, its #92 holding.
  • McAdam LLC first reported a position in JPMorgan Chase in Q1 2018 and has held it in 17 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.