JP Morgan Chase
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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
Q1 		$94.1K Buy
+400
New +$134K ﹤0.01% 5866
2025
Q4 		– Sell
-50,200
Closed -$15.6M – 7628
2025
Q3 		$15.6M Sell
50,200
-20,600
-29% -$5.3M ﹤0.01% 2310
2025
Q2 		$14.9M Buy
70,800
+53,800
+316% +$9.95M ﹤0.01% 2193
2025
Q1 		$2.98M Hold
17,000
– – ﹤0.01% 3576
2024
Q4 		$3.96M Buy
+17,000
New +$4.8M ﹤0.01% 3574
2024
Q1 		– Sell
-1,700
Closed -$695K – 7689
2023
Q4 		$695K Sell
1,700
-3,500
-67% -$1.33M ﹤0.01% 4571
2023
Q3 		$1.8M Buy
5,200
+4,600
+767% +$1.75M ﹤0.01% 3613
2023
Q2 		$247K Sell
600
-300
-33% -$87.5K ﹤0.01% 4956
2023
Q1 		$210K Sell
900
-7,300
-89% -$1.53M ﹤0.01% 5035
2022
Q4 		$1.61M Buy
+8,200
New +$1.46M ﹤0.01% 3727
2021
Q4 		– Sell
-10,000
Closed -$4.71M – 6829
2021
Q3 		$4.71M Buy
+10,000
New +$4.03M ﹤0.01% 3080
2021
Q2 		– Sell
-7,500
Closed -$2.01M – 6496
2021
Q1 		$2.01M Sell
7,500
-17,000
-69% -$6.02M ﹤0.01% 3722
2020
Q4 		$8.8M Hold
24,500
– – ﹤0.01% 2312
2020
Q3 		$5.69M Buy
24,500
+6,700
+38% +$1.45M ﹤0.01% 2461
2020
Q2 		$4.03M Sell
17,800
-57,200
-76% -$10.6M ﹤0.01% 2619
2020
Q1 		$10.2M Buy
+75,000
New +$11.1M ﹤0.01% 1725
2019
Q3 		– Sell
-54,100
Closed -$8.2M – 5864
2019
Q2 		$8.2M Buy
+54,100
New +$7.85M ﹤0.01% 2263

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

JP Morgan Chase increased its MongoDB (MDB) stake by 1.1% in Q1 2026, buying an estimated $3.87M and bringing the position to 1,033,820 shares worth $243M. The position accounts for 0.02% of the portfolio, ranked #618.

JP Morgan Chase first reported a position in MDB in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.37B in Q2 2023. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • JP Morgan Chase held 1,033,820 shares of MongoDB worth $243M as of Q1 2026.
  • JP Morgan Chase bought 11,562 MongoDB shares in Q1 2026, an estimated $3.87M.
  • MongoDB made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #618 holding.
  • JP Morgan Chase first reported a position in MongoDB in Q4 2017 and has held it in 34 quarters since.
  • JP Morgan Chase's MongoDB position peaked at $1.37B in Q2 2023.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

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