JP Morgan Chase
MOAT icon

JP Morgan Chase’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

JP Morgan Chase’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7M Buy
180,743
+49,808
+38% +$5.04M ﹤0.01% 2270
2026
Q1 		$12.4M Buy
130,935
+7,097
+6% +$736K ﹤0.01% 2484
2025
Q4 		$12.8M Buy
123,838
+1,661
+1% +$170K ﹤0.01% 2464
2025
Q3 		$12.1M Sell
122,177
-22,884
-16% -$2.23M ﹤0.01% 2548
2025
Q2 		$13.6M Sell
145,061
-2,456
-2% -$215K ﹤0.01% 2281
2025
Q1 		$13M Buy
147,517
+8,541
+6% +$786K ﹤0.01% 2309
2024
Q4 		$12.9M Sell
138,976
-18,185
-12% -$1.75M ﹤0.01% 2458
2024
Q3 		$15.2M Buy
157,161
+30,816
+24% +$2.82M ﹤0.01% 2238
2024
Q2 		$10.9M Sell
126,345
-10,981
-8% -$954K ﹤0.01% 2385
2024
Q1 		$12.3M Buy
137,326
+1,710
+1% +$147K ﹤0.01% 2296
2023
Q4 		$11.5M Buy
135,616
+28,969
+27% +$2.25M ﹤0.01% 2332
2023
Q3 		$8.09M Buy
106,647
+9,796
+10% +$780K ﹤0.01% 2441
2023
Q2 		$7.73M Buy
96,851
+4,564
+5% +$344K ﹤0.01% 2513
2023
Q1 		$6.81M Buy
92,287
+66
+0.1% +$4.68K ﹤0.01% 2585
2022
Q4 		$5.99M Buy
92,221
+2,110
+2% +$137K ﹤0.01% 2679
2022
Q3 		$5.41M Sell
90,111
-3,714
-4% -$250K ﹤0.01% 2675
2022
Q2 		$5.98M Sell
93,825
-6,460
-6% -$443K ﹤0.01% 2628
2022
Q1 		$7.49M Sell
100,285
-36,932
-27% -$2.72M ﹤0.01% 2650
2021
Q4 		$10.4M Buy
137,217
+3,369
+3% +$255K ﹤0.01% 2419
2021
Q3 		$9.8M Buy
133,848
+11,841
+10% +$891K ﹤0.01% 2404
2021
Q2 		$9.04M Sell
122,007
-11,463
-9% -$835K ﹤0.01% 2514
2021
Q1 		$9.25M Buy
133,470
+11,675
+10% +$769K ﹤0.01% 2432
2020
Q4 		$7.55M Buy
121,795
+7,851
+7% +$462K ﹤0.01% 2441
2020
Q3 		$6.19M Sell
113,944
-7,898
-6% -$432K ﹤0.01% 2390
2020
Q2 		$6.36M Buy
121,842
+22,793
+23% +$1.14M ﹤0.01% 2269
2020
Q1 		$4.33M Sell
99,049
-33,989
-26% -$1.75M ﹤0.01% 2384
2019
Q4 		$7.29M Buy
133,038
+15,265
+13% +$808K ﹤0.01% 2386
2019
Q3 		$5.91M Buy
117,773
+10,642
+10% +$522K ﹤0.01% 2560
2019
Q2 		$5.11M Buy
107,131
+1,744
+2% +$82.6K ﹤0.01% 2630
2019
Q1 		$4.92M Buy
105,387
+15,083
+17% +$682K ﹤0.01% 2599
2018
Q4 		$3.72M Buy
90,304
+5,219
+6% +$232K ﹤0.01% 2806
2018
Q3 		$3.98M Buy
85,085
+1,098
+1% +$50.1K ﹤0.01% 2926
2018
Q2 		$3.66M Buy
83,987
+5,944
+8% +$253K ﹤0.01% 2939
2018
Q1 		$3.24M Buy
78,043
+40,243
+106% +$1.75M ﹤0.01% 2928
2017
Q4 		$1.6M Buy
37,800
+35,095
+1,297% +$1.45M ﹤0.01% 3442
2017
Q3 		$109K Buy
2,705
+1,125
+71% +$44.5K ﹤0.01% 4274
2017
Q2 		$62K Buy
+1,580
New +$60.6K ﹤0.01% 4308
2017
Q1 		– Sell
-200
Closed -$7K – 5165
2016
Q4 		$7K Buy
+200
New +$6.89K ﹤0.01% 4835

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Chase increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 38% in Q2 2026, buying an estimated $5.04M and bringing the position to 180,743 shares worth $18.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

JP Morgan Chase first reported a position in MOAT in Q4 2016 and has held it in 38 quarters since. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • JP Morgan Chase held 180,743 shares of VanEck Morningstar Wide Moat ETF worth $18.7M as of Q2 2026.
  • JP Morgan Chase bought 49,808 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $5.04M.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2270 holding.
  • JP Morgan Chase first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and has held it in 38 quarters since.
  • 733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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