JP Morgan Chase’s MBIA MBI Stock Holding History

JP Morgan Chase’s Portfolio MBI Stock Details MBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Sell	20,051 -76,557	-79%	-$488K	﹤0.01%	5759
2025 Q4	$692K	Sell	96,608 -30,239	-24%	-$219K	﹤0.01%	4837
2025 Q3	$945K	Buy	126,847 +18,233	+17%	+$116K	﹤0.01%	4634
2025 Q2	$471K	Sell	108,614 -54,457	-33%	-$242K	﹤0.01%	4817
2025 Q1	$812K	Sell	163,071 -24,560	-13%	-$152K	﹤0.01%	4480
2024 Q4	$1.21M	Buy	187,631 +167,636	+838%	+$864K	﹤0.01%	4486
2024 Q3	$71.4K	Sell	19,995 -941	-4%	-$3.89K	﹤0.01%	5844
2024 Q2	$115K	Sell	20,936 -33,813	-62%	-$203K	﹤0.01%	5445
2024 Q1	$370K	Sell	54,749 -21,350	-28%	-$135K	﹤0.01%	4988
2023 Q4	$466K	Sell	76,099 -10,991	-13%	-$88.4K	﹤0.01%	4847
2023 Q3	$628K	Buy	87,090 +48,800	+127%	+$406K	﹤0.01%	4351
2023 Q2	$331K	Sell	38,290 -130	-0.3%	-$1.17K	﹤0.01%	4751
2023 Q1	$356K	Buy	38,420 +10,070	+36%	+$120K	﹤0.01%	4705
2022 Q4	$365K	Sell	28,350 -8,112	-22%	-$92.7K	﹤0.01%	4712
2022 Q3	$335K	Buy	36,462 +10,566	+41%	+$125K	﹤0.01%	4689
2022 Q2	$320K	Buy	25,896 +3,191	+14%	+$42K	﹤0.01%	4818
2022 Q1	$349K	Buy	22,705 +3,851	+20%	+$56.7K	﹤0.01%	4904
2021 Q4	$297K	Buy	18,854 +972	+5%	+$12.8K	﹤0.01%	5137
2021 Q3	$230K	Sell	17,882 -660	-4%	-$7.62K	﹤0.01%	5161
2021 Q2	$203K	Sell	18,542 -149,506	-89%	-$1.49M	﹤0.01%	5243
2021 Q1	$1.62M	Sell	168,048 -128,887	-43%	-$998K	﹤0.01%	3872
2020 Q4	$1.96M	Sell	296,935 -114,050	-28%	-$742K	﹤0.01%	3487
2020 Q3	$2.49M	Sell	410,985 -26,851	-6%	-$198K	﹤0.01%	3093
2020 Q2	$3.17M	Sell	437,836 -516,790	-54%	-$3.76M	﹤0.01%	2795
2020 Q1	$6.82M	Sell	954,626 -213,344	-18%	-$1.8M	﹤0.01%	2035
2019 Q4	$10.9M	Buy	1,167,970 +475,470	+69%	+$4.52M	﹤0.01%	2051
2019 Q3	$6.39M	Sell	692,500 -672,864	-49%	-$6.29M	﹤0.01%	2487
2019 Q2	$12.7M	Sell	1,365,364 -802,077	-37%	-$7.48M	﹤0.01%	1905
2019 Q1	$20.6M	Sell	2,167,441 -178,789	-8%	-$1.76M	﹤0.01%	1518
2018 Q4	$20.9M	Sell	2,346,230 -283,172	-11%	-$2.7M	0.01%	1450
2018 Q3	$28.1M	Sell	2,629,402 -47,483	-2%	-$486K	0.01%	1396
2018 Q2	$24.2M	Sell	2,676,885 -63,400	-2%	-$572K	0.01%	1440
2018 Q1	$25.4M	Sell	2,740,285 -5,449	-0.2%	-$43.8K	0.01%	1347
2017 Q4	$20.1M	Sell	2,745,734 -91,066	-3%	-$708K	﹤0.01%	1563
2017 Q3	$25.2M	Sell	2,836,800 -113,191	-4%	-$1.14M	0.01%	1347
2017 Q2	$27.8M	Buy	2,949,991 +10,251	+0.3%	+$87.2K	0.01%	1229
2017 Q1	$24.9M	Sell	2,939,740 -283,173	-9%	-$2.85M	0.01%	1335
2016 Q4	$34.5M	Buy	3,222,913 +256,750	+9%	+$2.37M	0.01%	1121
2016 Q3	$23.1M	Buy	2,966,163 +1,108,468	+60%	+$8.72M	0.01%	1282
2016 Q2	$12.7M	Buy	1,857,695 +208,669	+13%	+$1.55M	﹤0.01%	1699
2016 Q1	$14.6M	Buy	1,649,026 +1,327,654	+413%	+$9.67M	﹤0.01%	1546
2015 Q4	$2.08M	Buy	+321,372	New	+$2.18M	﹤0.01%	2734
2015 Q2	–	Sell	-104,009	Closed	-$967K	–	4116
2015 Q1	$967K	Buy	104,009 +15,391	+17%	+$137K	﹤0.01%	3243
2014 Q4	$846K	Buy	88,618 +37,110	+72%	+$358K	﹤0.01%	3442
2014 Q3	$473K	Sell	51,508 -106,512	-67%	-$1.05M	﹤0.01%	3694
2014 Q2	$1.75M	Sell	158,020 -404,994	-72%	-$4.99M	﹤0.01%	2611
2014 Q1	$7.88M	Buy	563,014 +544,316	+2,911%	+$6.94M	﹤0.01%	1844
2013 Q4	$223K	Sell	18,698 -69,999	-79%	-$806K	﹤0.01%	3789
2013 Q3	$906K	Sell	88,697 -56,734	-39%	-$714K	﹤0.01%	3332
2013 Q2	$1.94M	Buy	+145,431	New	+$1.83M	﹤0.01%	2818

Other funds holding MBI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $705M AUM 80.44% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return