JP Morgan Chase
MCO icon

JP Morgan Chase’s Moody's MCO Stock Holding History

JP Morgan Chase’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244M Sell
539,316
-6,833
-1% -$3.07M 0.01% 678
2026
Q1 		$236M Buy
546,149
+50,553
+10% +$23.9M 0.02% 628
2025
Q4 		$253M Sell
495,596
-538,538
-52% -$263M 0.02% 589
2025
Q3 		$493M Sell
1,034,134
-115,332
-10% -$58.1M 0.03% 424
2025
Q2 		$577M Sell
1,149,466
-144,470
-11% -$66.9M 0.04% 385
2025
Q1 		$603M Buy
1,293,936
+22,257
+2% +$10.7M 0.04% 341
2024
Q4 		$602M Sell
1,271,679
-346,671
-21% -$165M 0.04% 337
2024
Q3 		$768M Buy
1,618,350
+160,894
+11% +$74.6M 0.06% 287
2024
Q2 		$613M Sell
1,457,456
-10,489
-0.7% -$4.17M 0.05% 319
2024
Q1 		$577M Buy
1,467,945
+851,171
+138% +$328M 0.05% 351
2023
Q4 		$241M Buy
616,774
+387,560
+169% +$135M 0.02% 565
2023
Q3 		$72.5M Sell
229,214
-29,625
-11% -$10.1M 0.01% 946
2023
Q2 		$90M Buy
258,839
+19,015
+8% +$6.03M 0.01% 876
2023
Q1 		$73.4M Buy
239,824
+80,468
+50% +$24.3M 0.01% 920
2022
Q4 		$44.4M Sell
159,356
-17,993
-10% -$4.92M 0.01% 1179
2022
Q3 		$43.1M Buy
177,349
+30,795
+21% +$8.95M 0.01% 1119
2022
Q2 		$39.9M Buy
146,554
+4,710
+3% +$1.41M 0.01% 1169
2022
Q1 		$47.9M Buy
141,844
+6,320
+5% +$2.13M 0.01% 1188
2021
Q4 		$52.9M Sell
135,524
-20,109
-13% -$7.76M 0.01% 1183
2021
Q3 		$55.3M Buy
155,633
+29,261
+23% +$11M 0.01% 1126
2021
Q2 		$45.8M Sell
126,372
-7,294
-5% -$2.43M 0.01% 1259
2021
Q1 		$39.9M Sell
133,666
-29,388
-18% -$8.28M 0.01% 1270
2020
Q4 		$47.3M Sell
163,054
-38,190
-19% -$10.7M 0.01% 1102
2020
Q3 		$57.5M Buy
201,244
+34,705
+21% +$9.91M 0.01% 907
2020
Q2 		$45.8M Buy
166,539
+66,141
+66% +$16.8M 0.01% 930
2020
Q1 		$21.2M Sell
100,398
-83,157
-45% -$20.2M 0.01% 1216
2019
Q4 		$43.6M Buy
183,555
+57,212
+45% +$12.7M 0.01% 1040
2019
Q3 		$25.9M Buy
126,343
+31,414
+33% +$6.58M 0.01% 1391
2019
Q2 		$18.5M Sell
94,929
-44,235
-32% -$8.39M ﹤0.01% 1616
2019
Q1 		$25.2M Sell
139,164
-30,807
-18% -$5.06M 0.01% 1388
2018
Q4 		$23.8M Sell
169,971
-373,023
-69% -$56.3M 0.01% 1351
2018
Q3 		$90.8M Buy
542,994
+4,164
+0.8% +$732K 0.02% 748
2018
Q2 		$91.9M Buy
538,830
+172,857
+47% +$29.3M 0.02% 691
2018
Q1 		$59M Sell
365,973
-150,235
-29% -$24.3M 0.01% 849
2017
Q4 		$76.2M Buy
516,208
+268,338
+108% +$39.3M 0.02% 777
2017
Q3 		$34.4M Buy
247,870
+119,047
+92% +$15.6M 0.01% 1145
2017
Q2 		$15.7M Buy
128,823
+96,176
+295% +$11.3M ﹤0.01% 1624
2017
Q1 		$3.66M Sell
32,647
-1,570,004
-98% -$168M ﹤0.01% 2636
2016
Q4 		$151M Buy
1,602,651
+96,806
+6% +$9.77M 0.04% 457
2016
Q3 		$164M Sell
1,505,845
-1,118,425
-43% -$118M 0.04% 421
2016
Q2 		$246M Sell
2,624,270
-136,803
-5% -$13.2M 0.06% 321
2016
Q1 		$267M Sell
2,761,073
-263,286
-9% -$23.7M 0.07% 306
2015
Q4 		$303M Sell
3,024,359
-1,417,605
-32% -$142M 0.08% 276
2015
Q3 		$436M Buy
4,441,964
+64,262
+1% +$6.84M 0.12% 197
2015
Q2 		$473M Buy
4,377,702
+71,726
+2% +$7.72M 0.11% 203
2015
Q1 		$447M Sell
4,305,976
-956,794
-18% -$92.5M 0.1% 218
2014
Q4 		$504M Sell
5,262,770
-284,245
-5% -$27.6M 0.12% 193
2014
Q3 		$524M Sell
5,547,015
-323,185
-6% -$29.6M 0.12% 183
2014
Q2 		$515M Sell
5,870,200
-21,037
-0.4% -$1.73M 0.13% 173
2014
Q1 		$467M Buy
5,891,237
+57,658
+1% +$4.52M 0.13% 182
2013
Q4 		$458M Sell
5,833,579
-247,190
-4% -$18.1M 0.13% 176
2013
Q3 		$428M Buy
6,080,769
+572,701
+10% +$37.6M 0.13% 185
2013
Q2 		$336M Buy
+5,508,068
New +$334M 0.11% 228

Other funds holding MCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JP Morgan Chase reduced its Moody's (MCO) stake by 1.3% in Q2 2026, selling an estimated $3.07M and leaving 539,316 shares worth $244M. The position accounts for 0.01% of the portfolio, ranked #678.

JP Morgan Chase first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $768M in Q3 2024. 1,075 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • JP Morgan Chase held 539,316 shares of Moody's worth $244M as of Q2 2026.
  • JP Morgan Chase sold 6,833 Moody's shares in Q2 2026, an estimated $3.07M.
  • Moody's made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #678 holding.
  • JP Morgan Chase first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Moody's position peaked at $768M in Q3 2024.
  • 1,075 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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