JP Morgan Chase
MKTW icon

JP Morgan Chase’s MarketWise MKTW Stock Holding History

JP Morgan Chase’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.6K Sell
1,418
-901
-39% -$13.9K ﹤0.01% 6430
2025
Q4 		$34.8K Sell
2,319
-637
-22% -$9.96K ﹤0.01% 6356
2025
Q3 		$48.9K Buy
2,956
+395
+15% +$7.24K ﹤0.01% 6241
2025
Q2 		$50.7K Sell
2,561
-1,446
-36% -$22.2K ﹤0.01% 5922
2025
Q1 		$39.6K Sell
4,007
-3,354
-46% -$40.1K ﹤0.01% 5959
2024
Q4 		$83.6K Buy
7,361
+3,823
+108% +$42.7K ﹤0.01% 5819
2024
Q3 		$47.3K Buy
3,538
+1,918
+118% +$35.2K ﹤0.01% 6010
2024
Q2 		$37.6K Sell
1,620
-1,450
-47% -$42.7K ﹤0.01% 5965
2024
Q1 		$106K Buy
3,070
+1,576
+105% +$66.8K ﹤0.01% 5647
2023
Q4 		$81.6K Buy
1,494
+467
+45% +$22.8K ﹤0.01% 5824
2023
Q3 		$32.9K Sell
1,027
-313
-23% -$10.6K ﹤0.01% 5934
2023
Q2 		$53.6K Buy
1,340
+688
+106% +$27K ﹤0.01% 5697
2023
Q1 		$24K Buy
652
+92
+16% +$3.7K ﹤0.01% 5938
2022
Q4 		$19K Buy
560
+105
+23% +$4.57K ﹤0.01% 5904
2022
Q3 		$21K Hold
455
– – ﹤0.01% 5790
2022
Q2 		$33K Buy
455
+421
+1,238% +$29.3K ﹤0.01% 5774
2022
Q1 		$3K Sell
34
-101
-75% -$11K ﹤0.01% 6380
2021
Q4 		$20K Sell
135
-50
-27% -$7.11K ﹤0.01% 6220
2021
Q3 		$31K Buy
+185
New +$36K ﹤0.01% 5954

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

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

JP Morgan Chase reduced its MarketWise (MKTW) stake by 39% in Q1 2026, selling an estimated $13.9K and leaving 1,418 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6430.

JP Morgan Chase first reported a position in MKTW in Q3 2021 and has held it in 19 quarters since. The position peaked at $106K in Q1 2024. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • JP Morgan Chase held 1,418 shares of MarketWise worth $27.6K as of Q1 2026.
  • JP Morgan Chase sold 901 MarketWise shares in Q1 2026, an estimated $13.9K.
  • MarketWise made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6430 holding.
  • JP Morgan Chase first reported a position in MarketWise in Q3 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's MarketWise position peaked at $106K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

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