JP Morgan Chase’s MongoDB MDB Stock Holding History

JP Morgan Chase’s Portfolio MDB Stock Details MDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Sell	10,000 -10,000	-50%	-$3M	﹤0.01%	3789
2026 Q1	$4.7M	Hold	20,000	–	–	﹤0.01%	3369
2025 Q4	$8.39M	Buy	20,000 +19,900	+19,900%	+$7.24M	﹤0.01%	2850
2025 Q3	$31K	Buy	+100	New	+$25.7K	﹤0.01%	6376
2025 Q2	–	Sell	-3,800	Closed	-$667K	–	7422
2025 Q1	$667K	Sell	3,800 -33,300	-90%	-$8.11M	﹤0.01%	4597
2024 Q4	$8.64M	Buy	37,100 +25,700	+225%	+$7.26M	﹤0.01%	2834
2024 Q3	$3.08M	Buy	11,400 +2,400	+27%	+$623K	﹤0.01%	3624
2024 Q2	$2.25M	Sell	9,000 -11,000	-55%	-$3.47M	﹤0.01%	3681
2024 Q1	$7.17M	Buy	20,000 +18,300	+1,076%	+$7.48M	﹤0.01%	2781
2023 Q4	$695K	Buy	1,700 +1,200	+240%	+$455K	﹤0.01%	4570
2023 Q3	$173K	Buy	+500	New	+$190K	﹤0.01%	5152
2023 Q1	–	Sell	-10,500	Closed	-$2.07M	–	7026
2022 Q4	$2.07M	Buy	+10,500	New	+$1.87M	﹤0.01%	3528
2020 Q1	–	Sell	-25,800	Closed	-$3.4M	–	5548
2019 Q4	$3.4M	Sell	25,800 -4,200	-14%	-$551K	﹤0.01%	2999
2019 Q3	$3.61M	Buy	+30,000	New	+$4.33M	﹤0.01%	2970

Other funds holding MDB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase reduced its MongoDB (MDB) stake by 33% in Q2 2026, selling an estimated $102M and leaving 694,003 shares worth $235M. The position accounts for 0.01% of the portfolio, ranked #691.

JP Morgan Chase first reported a position in MDB in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.37B in Q2 2023. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

JP Morgan Chase held 694,003 shares of MongoDB worth $235M as of Q2 2026.
JP Morgan Chase sold 339,817 MongoDB shares in Q2 2026, an estimated $102M.
MongoDB made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #691 holding.
JP Morgan Chase first reported a position in MongoDB in Q4 2017 and has held it in 35 quarters since.
JP Morgan Chase's MongoDB position peaked at $1.37B in Q2 2023.
872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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