McLean Asset Management
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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
Q3 		$2.29M Sell
6,786
-122
-2% -$42.7K 0.31% 40
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% +$4.56K 0.46% 25
2021
Q1 		$1.02M Buy
6,708
+66
+1% +$9.5K 0.8% 21
2020
Q4 		$844K Buy
+6,642
New +$742K 0.74% 23

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

McLean Asset Management's JPM Position: Q3 2026 in Review

McLean Asset Management reduced its JPMorgan Chase (JPM) stake by 1.8% in Q3 2026, selling an estimated $42.7K and leaving 6,786 shares worth $2.29M. The position accounts for 0.31% of the portfolio, ranked #40.

McLean Asset Management first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.43M in Q2 2026. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • McLean Asset Management held 6,786 shares of JPMorgan Chase worth $2.29M as of Q3 2026.
  • McLean Asset Management sold 122 JPMorgan Chase shares in Q3 2026, an estimated $42.7K.
  • JPMorgan Chase made up 0.31% of McLean Asset Management's portfolio in Q3 2026, its #40 holding.
  • McLean Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • McLean Asset Management's JPMorgan Chase position peaked at $2.43M in Q2 2026.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.