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McGrath & Associates’s JPMorgan Chase JPM Stock Holding History

McGrath & Associates’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 		– Sell
-996
Closed -$293K – 38
2026
Q1 		$293K Hold
996
– – 0.43% 35
2025
Q4 		$321K Hold
996
– – 0.46% 37
2025
Q3 		$314K Hold
996
– – 0.47% 35
2025
Q2 		$289K Hold
996
– – 0.47% 36
2025
Q1 		$244K Buy
996
+81
+9% +$20.6K 0.45% 40
2024
Q4 		$219K Buy
+915
New +$213K 0.44% 38

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

McGrath & Associates's JPM Position: Q2 2026 in Review

McGrath & Associates sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 996 shares — an estimated $293K sold.

McGrath & Associates first reported a position in JPM in Q4 2024 and held it in 6 quarters. The position peaked at $321K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McGrath & Associates reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • McGrath & Associates sold 996 JPMorgan Chase shares in Q2 2026, an estimated $293K.
  • McGrath & Associates first reported a position in JPMorgan Chase in Q4 2024 and held it in 6 quarters.
  • McGrath & Associates's JPMorgan Chase position peaked at $321K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.