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
-77,200
Closed -$3.37M 7611
2024
Q1
$3.37M Hold
77,200
﹤0.01% 3426
2023
Q4
$3.11M Hold
77,200
﹤0.01% 3487
2023
Q3
$3.25M Hold
77,200
﹤0.01% 3169
2023
Q2
$3.5M Buy
+77,200
New +$3.5M ﹤0.01% 3139
2023
Q1
Sell
-226,900
Closed -$10.4M 7037
2022
Q4
$10.4M Sell
226,900
-167,200
-42% -$7.57M ﹤0.01% 2221
2022
Q3
$15.9M Hold
394,100
﹤0.01% 1756
2022
Q2
$16.5M Buy
394,100
+191,400
+94% +$9.91M ﹤0.01% 1765
2022
Q1
$10.6M Buy
202,700
+37,800
+23% +$1.93M ﹤0.01% 2311
2021
Q4
$7.82M Buy
164,900
+66,300
+67% +$3.04M ﹤0.01% 2668
2021
Q3
$4.49M Buy
+98,600
New +$4.76M ﹤0.01% 3127
2021
Q2
Sell
-27,500
Closed -$1.41M 6503
2021
Q1
$1.41M Buy
+27,500
New +$1.23M ﹤0.01% 3965
2019
Q1
Sell
-1,207,000
Closed -$59.6M 5940
2018
Q4
$59.6M Sell
1,207,000
-837,200
-41% -$48.5M 0.01% 836
2018
Q3
$123M Buy
2,044,200
+1,081,100
+112% +$64.2M 0.02% 607
2018
Q2
$54.7M Buy
963,100
+516,900
+116% +$29.8M 0.01% 918
2018
Q1
$27.8M Buy
446,200
+440,300
+7,463% +$29.2M 0.01% 1290
2017
Q4
$421K Buy
+5,900
New +$395K ﹤0.01% 4137
2017
Q3
Sell
-80,000
Closed -$5.96M 5085
2017
Q2
$5.96M Hold
80,000
﹤0.01% 2364
2017
Q1
$5.71M Hold
80,000
﹤0.01% 2341
2016
Q4
$5.41M Sell
80,000
-8,768
-10% -$565K ﹤0.01% 2390
2016
Q3
$5.61M Hold
88,768
﹤0.01% 2169
2016
Q2
$6.12M Buy
+88,768
New +$5.68M ﹤0.01% 2151
2015
Q2
Sell
-1,300
Closed -$65K 4116
2015
Q1
$65K Sell
1,300
-847,808
-100% -$45M ﹤0.01% 3928
2014
Q4
$41.8M Buy
849,108
+825,708
+3,529% +$40.2M 0.01% 1022
2014
Q3
$1.07M Buy
23,400
+22,400
+2,240% +$960K ﹤0.01% 3291
2014
Q2
$42K Hold
1,000
﹤0.01% 3463
2014
Q1
$37K Sell
1,000
-545,000
-100% -$19.8M ﹤0.01% 3527
2013
Q4
$21M Buy
546,000
+159,600
+41% +$5.89M 0.01% 1302
2013
Q3
$13.3M Buy
386,400
+77,300
+25% +$2.72M ﹤0.01% 1573
2013
Q2
$10.8M Buy
+309,100
New +$11.1M ﹤0.01% 1638

Other funds holding MO

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.