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Mechanics Financial Corp’s JPMorgan Chase JPM Stock Holding History

Mechanics Financial Corp’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
Q1 		$6.96M Buy
23,677
+287
+1% +$87.1K 2.92% 8
2025
Q4 		$7.54M Sell
23,390
-58
-0.2% -$18K 2.78% 8
2025
Q3 		$7.4M Sell
23,448
-555
-2% -$165K 2.8% 8
2025
Q2 		$6.96M Buy
24,003
+65
+0.3% +$16.6K 2.96% 8
2025
Q1 		$5.87M Sell
23,938
-127
-0.5% -$32.4K 2.66% 8
2024
Q4 		$5.77M Sell
24,065
-58
-0.2% -$13.5K 2.59% 8
2024
Q3 		$5.09M Buy
24,123
+75
+0.3% +$15.8K 2.23% 8
2024
Q2 		$4.86M Sell
24,048
-140
-0.6% -$27.4K 2.5% 8
2024
Q1 		$4.84M Buy
24,188
+26
+0.1% +$4.69K 2.52% 8
2023
Q4 		$4.11M Sell
24,162
-1,226
-5% -$186K 2.31% 9
2023
Q3 		$3.68M Sell
25,388
-50
-0.2% -$7.5K 2.03% 9
2023
Q2 		$3.7M Sell
25,438
-320
-1% -$44K 2.01% 9
2023
Q1 		$3.36M Buy
25,758
+1,500
+6% +$206K 1.95% 9
2022
Q4 		$3.25M Hold
24,258
– – 1.94% 9
2022
Q3 		$2.54M Sell
24,258
-380
-2% -$43.6K 1.65% 9
2022
Q2 		$2.77M Buy
24,638
+20
+0.1% +$2.48K 1.67% 9
2022
Q1 		$3.36M Sell
24,618
-182
-0.7% -$26.9K 1.72% 9
2021
Q4 		$3.93M Buy
+24,800
New +$4.07M 1.86% 9

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mechanics Financial Corp's JPM Position: Q1 2026 in Review

Mechanics Financial Corp increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $87.1K and bringing the position to 23,677 shares worth $6.96M. The position accounts for 2.92% of the portfolio, ranked #8.

Mechanics Financial Corp first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.54M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mechanics Financial Corp held 23,677 shares of JPMorgan Chase worth $6.96M as of Q1 2026.
  • Mechanics Financial Corp bought 287 JPMorgan Chase shares in Q1 2026, an estimated $87.1K.
  • JPMorgan Chase made up 2.92% of Mechanics Financial Corp's portfolio in Q1 2026, its #8 holding.
  • Mechanics Financial Corp first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Mechanics Financial Corp's JPMorgan Chase position peaked at $7.54M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.