William Mack & Associates’s JPMorgan Chase JPM Stock Holding History

William Mack & 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	$1.22M	Buy	3,717 +1,248	+51%	+$388K	0.43%	27
2026 Q1	$726K	Sell	2,469 -1,143	-32%	-$347K	0.42%	30
2025 Q4	$1.16M	Sell	3,612 -32	-0.9%	-$9.91K	0.55%	22
2025 Q3	$1.15M	Sell	3,644 -148	-4%	-$44K	0.62%	23
2025 Q2	$1.1M	Buy	3,792 +102	+3%	+$26K	0.7%	22
2025 Q1	$905K	Buy	3,690 +1	+0%	+$255	0.77%	24
2024 Q4	$884K	Buy	+3,689	New	+$859K	0.93%	23

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

William Mack & Associates's JPM Position: Q2 2026 in Review

William Mack & Associates increased its JPMorgan Chase (JPM) stake by 51% in Q2 2026, buying an estimated $388K and bringing the position to 3,717 shares worth $1.22M. The position accounts for 0.43% of the portfolio, ranked #27.

William Mack & Associates first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

William Mack & Associates held 3,717 shares of JPMorgan Chase worth $1.22M as of Q2 2026.
William Mack & Associates bought 1,248 JPMorgan Chase shares in Q2 2026, an estimated $388K.
JPMorgan Chase made up 0.43% of William Mack & Associates's portfolio in Q2 2026, its #27 holding.
William Mack & Associates first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.