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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 1,415 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.
1,415 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.