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JPM
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Position history for MAI Capital Management's holdings in JPMORGAN CHASE & CO

MAI Capital Management holds 471,211 shares of JPM (JPMORGAN CHASE & CO), worth $138.6M as of 2026-Q1. The position was increased (+1.6% shares). JPM represents 0.8% of MAI Capital Management's portfolio.

Current Value

$138.6M

Current Shares

471,211

Total Value Change

+$66.4M

Total Shares Change

+114,076

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
471,211
+1.6%
$138.6M0.8%$300.26
43
2025-Q4
Increased
463,946
+3.7%
$149.5M0.9%$321.97
44
2025-Q3
Increased
447,555
+1.5%
$141.2M0.9%$312.75
43
2025-Q2
Increased
440,915
+3.0%
$127.8M0.9%$283.07
44
2025-Q1
Increased
427,959
+5.2%
$105M0.8%$237.97
45
2024-Q4
Increased
406,767
+20.2%
$97.5M0.7%$233.31
50
2024-Q3
Decreased
338,479
-5.2%
$71.4M0.7%$203.96
0
2024-Q2
Increased
357,135
+0.8%
$72.2M0.7%$194.90
42

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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