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
2025 Q1	–	Sell	-10,000	Closed	-$4.73M	–	7573
2024 Q4	$4.73M	Hold	10,000	–	–	﹤0.01%	3397
2024 Q3	$4.75M	Hold	10,000	–	–	﹤0.01%	3257
2024 Q2	$4.21M	Hold	10,000	–	–	﹤0.01%	3164
2024 Q1	$3.93M	Buy	+10,000	New	+$3.86M	﹤0.01%	3303
2023 Q4	–	Sell	-179,600	Closed	-$56.8M	–	7727
2023 Q3	$56.8M	Buy	179,600 +159,600	+798%	+$54.3M	0.01%	1056
2023 Q2	$6.95M	Buy	20,000 +18,100	+953%	+$5.74M	﹤0.01%	2606
2023 Q1	$581K	Hold	1,900	–	–	﹤0.01%	4396
2022 Q4	$529K	Buy	+1,900	New	+$520K	﹤0.01%	4473
2018 Q4	–	Sell	-49,100	Closed	-$8.21M	–	5819
2018 Q3	$8.21M	Buy	+49,100	New	+$8.64M	﹤0.01%	2364
2014 Q4	–	Sell	-100	Closed	-$9K	–	4304
2014 Q3	$9K	Buy	+100	New	+$9.16K	﹤0.01%	4161
2014 Q1	–	Sell	-37,600	Closed	-$2.95M	–	3781
2013 Q4	$2.95M	Sell	37,600 -200	-0.5%	-$14.6K	﹤0.01%	2499
2013 Q3	$2.66M	Sell	37,800 -2,400	-6%	-$157K	﹤0.01%	2616
2013 Q2	$2.45M	Buy	+40,200	New	+$2.44M	﹤0.01%	2656

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

JP Morgan Chase's MCO Position: Q1 2026 in Review

JP Morgan Chase increased its Moody's (MCO) stake by 10% in Q1 2026, buying an estimated $23.9M and bringing the position to 546,149 shares worth $236M. The position accounts for 0.02% of the portfolio, ranked #628.

JP Morgan Chase first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $768M in Q3 2024. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

JP Morgan Chase held 546,149 shares of Moody's worth $236M as of Q1 2026.
JP Morgan Chase bought 50,553 Moody's shares in Q1 2026, an estimated $23.9M.
Moody's made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #628 holding.
JP Morgan Chase first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's Moody's position peaked at $768M in Q3 2024.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.