JP Morgan Chase’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-41,900
| Closed | -$1.83M | – | 7610 |
|
|
2024
Q1 | $1.83M | Sell |
41,900
-15,500
| -27% | -$643K | ﹤0.01% | 3916 |
|
|
2023
Q4 | $2.32M | Hold |
57,400
| – | – | ﹤0.01% | 3723 |
|
|
2023
Q3 | $2.41M | Hold |
57,400
| – | – | ﹤0.01% | 3419 |
|
|
2023
Q2 | $2.6M | Buy |
57,400
+41,900
| +270% | +$1.9M | ﹤0.01% | 3341 |
|
|
2023
Q1 | $692K | Sell |
15,500
-9,600
| -38% | -$441K | ﹤0.01% | 4290 |
|
|
2022
Q4 | $1.15M | Sell |
25,100
-248,800
| -91% | -$11.3M | ﹤0.01% | 3947 |
|
|
2022
Q3 | $11.1M | Buy |
273,900
+175,100
| +177% | +$7.64M | ﹤0.01% | 2071 |
|
|
2022
Q2 | $4.13M | Buy |
98,800
+57,200
| +138% | +$2.96M | ﹤0.01% | 2957 |
|
|
2022
Q1 | $2.17M | Buy |
41,600
+18,900
| +83% | +$963K | ﹤0.01% | 3684 |
|
|
2021
Q4 | $1.08M | Buy |
22,700
+16,300
| +255% | +$747K | ﹤0.01% | 4336 |
|
|
2021
Q3 | $291K | Buy |
+6,400
| New | +$309K | ﹤0.01% | 5036 |
|
|
2021
Q2 | – | Sell |
-27,500
| Closed | -$1.41M | – | 6502 |
|
|
2021
Q1 | $1.41M | Sell |
27,500
-15,100
| -35% | -$677K | ﹤0.01% | 3964 |
|
|
2020
Q4 | $1.75M | Sell |
42,600
-82,900
| -66% | -$3.33M | ﹤0.01% | 3576 |
|
|
2020
Q3 | $4.81M | Sell |
125,500
-15,000
| -11% | -$624K | ﹤0.01% | 2605 |
|
|
2020
Q2 | $5.51M | Buy |
+140,500
| New | +$5.48M | ﹤0.01% | 2388 |
|
|
2020
Q1 | – | Sell |
-121,000
| Closed | -$6.04M | – | 5559 |
|
|
2019
Q4 | $6.04M | Sell |
121,000
-50,400
| -29% | -$2.38M | ﹤0.01% | 2544 |
|
|
2019
Q3 | $7.01M | Buy |
+171,400
| New | +$7.88M | ﹤0.01% | 2408 |
|
|
2017
Q4 | – | Sell |
-116,200
| Closed | -$7.46M | – | 5519 |
|
|
2017
Q3 | $7.46M | Hold |
116,200
| – | – | ﹤0.01% | 2238 |
|
|
2017
Q2 | $8.65M | Buy |
116,200
+28,700
| +33% | +$2.1M | ﹤0.01% | 2074 |
|
|
2017
Q1 | $6.25M | Buy |
87,500
+7,500
| +9% | +$543K | ﹤0.01% | 2279 |
|
|
2016
Q4 | $5.41M | Sell |
80,000
-9,570
| -11% | -$616K | ﹤0.01% | 2389 |
|
|
2016
Q3 | $5.66M | Sell |
89,570
-30,200
| -25% | -$2.01M | ﹤0.01% | 2157 |
|
|
2016
Q2 | $8.26M | Buy |
+119,770
| New | +$7.67M | ﹤0.01% | 1961 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$12K | – | 4836 |
|
|
2015
Q4 | $12K | Sell |
200
-1,300
| -87% | -$75.3K | ﹤0.01% | 4176 |
|
|
2015
Q3 | $82K | Hold |
1,500
| – | – | ﹤0.01% | 3764 |
|
|
2015
Q2 | $73K | Sell |
1,500
-1,000
| -40% | -$50.7K | ﹤0.01% | 3900 |
|
|
2015
Q1 | $125K | Sell |
2,500
-3,400
| -58% | -$180K | ﹤0.01% | 3891 |
|
|
2014
Q4 | $291K | Sell |
5,900
-71,700
| -92% | -$3.49M | ﹤0.01% | 3884 |
|
|
2014
Q3 | $3.56M | Buy |
+77,600
| New | +$3.32M | ﹤0.01% | 2580 |
|
|
2014
Q1 | – | Sell |
-16,900
| Closed | -$649K | – | 3798 |
|
|
2013
Q4 | $649K | Sell |
16,900
-9,600
| -36% | -$354K | ﹤0.01% | 3346 |
|
|
2013
Q3 | $910K | Sell |
26,500
-38,200
| -59% | -$1.35M | ﹤0.01% | 3330 |
|
|
2013
Q2 | $2.26M | Buy |
+64,700
| New | +$2.32M | ﹤0.01% | 2727 |
|
Other funds holding MO
VCM
VPM
JP Morgan Chase's MO Position: Q1 2026 in Review
JP Morgan Chase increased its Altria Group (MO) stake by 39% in Q1 2026, buying an estimated $234M and bringing the position to 13,056,266 shares worth $875M. The position accounts for 0.06% of the portfolio, ranked #287.
JP Morgan Chase first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.32B in Q3 2018. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- JP Morgan Chase held 13,056,266 shares of Altria Group worth $875M as of Q1 2026.
- JP Morgan Chase bought 3,636,441 Altria Group shares in Q1 2026, an estimated $234M.
- Altria Group made up 0.06% of JP Morgan Chase's portfolio in Q1 2026, its #287 holding.
- JP Morgan Chase first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
- JP Morgan Chase's Altria Group position peaked at $1.32B in Q3 2018.
- 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.