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Disclosery

MAI Capital Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on JPM, newest first. How the timeline and the estimate are built.

MAI Capital Management held 549,021 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 549,021 shares
    Change vs previous 13F +77,810 shares

    0.68% of the 13F portfolio, value $179,711,058.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 471,211 shares
    Change vs previous 13F +7,265 shares

    0.79% of the 13F portfolio, value $138,611,510.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 463,946 shares
    Change vs previous 13F +16,391 shares

    0.86% of the 13F portfolio, value $149,492,756.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 447,555 shares
    Change vs previous 13F +6,640 shares

    0.88% of the 13F portfolio, value $141,172,401.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 440,915 shares
    Change vs previous 13F +12,956 shares

    0.89% of the 13F portfolio, value $127,825,595.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 427,959 shares
    Change vs previous 13F +21,192 shares

    0.8% of the 13F portfolio, value $104,978,280.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 406,767 shares
    Change vs previous 13F +68,288 shares

    0.73% of the 13F portfolio, value $97,506,154.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 338,479 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $71,371,583.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).