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
2025
Q1 		– Sell
-2,300
Closed -$1.09M – 7574
2024
Q4 		$1.09M Hold
2,300
– – ﹤0.01% 4573
2024
Q3 		$1.09M Hold
2,300
– – ﹤0.01% 4415
2024
Q2 		$968K Hold
2,300
– – ﹤0.01% 4292
2024
Q1 		$904K Buy
+2,300
New +$887K ﹤0.01% 4417
2023
Q3 		– Sell
-24,200
Closed -$8.41M – 7620
2023
Q2 		$8.41M Buy
24,200
+15,200
+169% +$4.82M ﹤0.01% 2435
2023
Q1 		$2.75M Hold
9,000
– – ﹤0.01% 3303
2022
Q4 		$2.51M Buy
9,000
+3,800
+73% +$1.04M ﹤0.01% 3389
2022
Q3 		$1.26M Hold
5,200
– – ﹤0.01% 3829
2022
Q2 		$1.41M Buy
+5,200
New +$1.56M ﹤0.01% 3833
2021
Q4 		– Sell
-200
Closed -$71K – 6828
2021
Q3 		$71K Hold
200
– – ﹤0.01% 5723
2021
Q2 		$72K Hold
200
– – ﹤0.01% 5640
2021
Q1 		$60K Buy
+200
New +$56.3K ﹤0.01% 5493
2018
Q4 		– Sell
-462,900
Closed -$77.4M – 5820
2018
Q3 		$77.4M Buy
+462,900
New +$81.4M 0.01% 809
2017
Q2 		– Sell
-45,000
Closed -$5.04M – 5103
2017
Q1 		$5.04M Hold
45,000
– – ﹤0.01% 2419
2016
Q4 		$4.24M Buy
+45,000
New +$4.54M ﹤0.01% 2587
2015
Q1 		– Sell
-500
Closed -$48K – 4189
2014
Q4 		$48K Sell
500
-300
-38% -$29.1K ﹤0.01% 4147
2014
Q3 		$76K Buy
+800
New +$73.3K ﹤0.01% 4101

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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.