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McNamara Financial Services’s JPMorgan Chase JPM Stock Holding History

McNamara Financial Services’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 		$718K Hold
2,192
– – 0.12% 53
2026
Q1 		$645K Sell
2,192
-22
-1% -$6.68K 0.12% 52
2025
Q4 		$713K Buy
2,214
+33
+2% +$10.2K 0.14% 48
2025
Q3 		$688K Hold
2,181
– – 0.13% 44
2025
Q2 		$632K Hold
2,181
– – 0.13% 46
2025
Q1 		$535K Buy
+2,181
New +$556K 0.12% 50
2024
Q4 		– Sell
-2,232
Closed -$471K – 86
2024
Q3 		$471K Buy
+2,232
New +$470K 0.09% 51
2016
Q1 		– Sell
-27,000
Closed -$1.78M – 64
2015
Q4 		$1.78M Buy
+27,000
New +$1.76M 1.75% 32

Other funds holding JPM

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

McNamara Financial Services's JPM Position: Q2 2026 in Review

McNamara Financial Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,192 shares worth $718K. The position accounts for 0.12% of the portfolio, ranked #53.

McNamara Financial Services first reported a position in JPM in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.78M in Q4 2015. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McNamara Financial Services held 2,192 shares of JPMorgan Chase worth $718K as of Q2 2026.
  • McNamara Financial Services left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.12% of McNamara Financial Services's portfolio in Q2 2026, its #53 holding.
  • McNamara Financial Services first reported a position in JPMorgan Chase in Q4 2015 and has held it in 8 quarters since.
  • McNamara Financial Services's JPMorgan Chase position peaked at $1.78M in Q4 2015.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.