JP Morgan Chase
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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
2025
Q1 		– Sell
-2,800
Closed -$18.1K – 7568
2024
Q4 		$18.1K Buy
+2,800
New +$14.4K ﹤0.01% 6275
2023
Q3 		– Sell
-40,000
Closed -$346K – 7616
2023
Q2 		$346K Hold
40,000
– – ﹤0.01% 4725
2023
Q1 		$370K Hold
40,000
– – ﹤0.01% 4680
2022
Q4 		$514K Buy
+40,000
New +$457K ﹤0.01% 4493
2018
Q1 		– Sell
-400,000
Closed -$2.93M – 5527
2017
Q4 		$2.93M Hold
400,000
– – ﹤0.01% 3082
2017
Q3 		$3.55M Buy
+400,000
New +$4.01M ﹤0.01% 2807
2015
Q1 		– Sell
-1,700
Closed -$16K – 4187
2014
Q4 		$16K Sell
1,700
-800
-32% -$7.72K ﹤0.01% 4182
2014
Q3 		$23K Buy
+2,500
New +$24.6K ﹤0.01% 4141
2013
Q3 		– Sell
-10,500
Closed -$140K – 4423
2013
Q2 		$140K Buy
+10,500
New +$132K ﹤0.01% 4074

Other funds holding MBI

KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

JP Morgan Chase's MBI Position: Q2 2026 in Review

JP Morgan Chase increased its MBIA (MBI) stake by 1.3% in Q2 2026, buying an estimated $1.55K and bringing the position to 20,309 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #5828.

JP Morgan Chase first reported a position in MBI in Q2 2013 and has held it in 51 quarters since. The position peaked at $34.5M in Q4 2016. 129 funds tracked by Wall St. Rank hold MBI as of Q2 2026.

  • JP Morgan Chase held 20,309 shares of MBIA worth $134K as of Q2 2026.
  • JP Morgan Chase bought 258 MBIA shares in Q2 2026, an estimated $1.55K.
  • MBIA made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5828 holding.
  • JP Morgan Chase first reported a position in MBIA in Q2 2013 and has held it in 51 quarters since.
  • JP Morgan Chase's MBIA position peaked at $34.5M in Q4 2016.
  • 129 funds tracked by Wall St. Rank held MBIA as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.