MAM
JPM icon

McLean Asset Management’s JPMorgan Chase JPM Stock Holding History

McLean Asset Management’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 		$2.43M Buy
6,908
+97
+1% +$30.1K 0.32% 38
2026
Q1 		$2M Sell
6,811
-845
-11% -$256K 0.35% 36
2025
Q4 		$2.36M Buy
7,656
+100
+1% +$31K 0.42% 34
2025
Q3 		$2.34M Buy
7,556
+162
+2% +$48.2K 0.48% 30
2025
Q2 		$2.16M Buy
7,394
+164
+2% +$41.9K 0.57% 30
2025
Q1 		$1.57M Sell
7,230
-300
-4% -$76.5K 0.52% 30
2024
Q4 		$1.8M Buy
7,530
+315
+4% +$73.4K 0.54% 30
2024
Q3 		$1.52M Buy
7,215
+717
+11% +$151K 0.46% 34
2024
Q2 		$1.35M Buy
6,498
+129
+2% +$25.2K 0.44% 38
2024
Q1 		$1.26M Buy
6,369
+4
+0.1% +$722 0.43% 36
2023
Q4 		$1.1M Buy
6,365
+54
+0.9% +$8.18K 0.41% 35
2023
Q3 		$919K Buy
6,311
+19
+0.3% +$2.85K 0.38% 38
2023
Q2 		$915K Buy
6,292
+58
+0.9% +$7.98K 0.36% 37
2023
Q1 		$812K Sell
6,234
-241
-4% -$33K 0.33% 41
2022
Q4 		$868K Buy
6,475
+237
+4% +$30K 0.3% 46
2022
Q3 		$661K Sell
6,238
-284
-4% -$32.6K 0.25% 43
2022
Q2 		$730K Sell
6,522
-280
-4% -$34.7K 0.29% 38
2022
Q1 		$927K Sell
6,802
-108
-2% -$15.9K 0.69% 26
2021
Q4 		$1.16M Sell
6,910
-584
-8% -$95.9K 0.45% 26
2021
Q3 		$1.28M Buy
7,494
+757
+11% +$119K 0.49% 24
2021
Q2 		$1.02M Buy
6,737
+29
+0.4% +$4.55K 0.46% 25
2021
Q1 		$1.01M Buy
6,708
+66
+1% +$9.49K 0.8% 21
2020
Q4 		$844K Buy
+6,642
New +$742K 0.74% 23

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

McLean Asset Management's JPM Position: Q2 2026 in Review

McLean Asset Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $30.1K and bringing the position to 6,908 shares worth $2.43M. The position accounts for 0.32% of the portfolio, ranked #38.

McLean Asset Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McLean Asset Management held 6,908 shares of JPMorgan Chase worth $2.43M as of Q2 2026.
  • McLean Asset Management bought 97 JPMorgan Chase shares in Q2 2026, an estimated $30.1K.
  • JPMorgan Chase made up 0.32% of McLean Asset Management's portfolio in Q2 2026, its #38 holding.
  • McLean Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.