JP Morgan Chase
MRCC

JP Morgan Chase’s Monroe Capital Corp MRCC Stock Holding History

JP Morgan Chase’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-84
Closed -$534 – 7615
2025
Q2 		$534 Sell
84
-873
-91% -$5.85K ﹤0.01% 6693
2025
Q1 		$7.46K Buy
957
+873
+1,039% +$7.28K ﹤0.01% 6364
2024
Q4 		$714 Sell
84
-1,625
-95% -$13.4K ﹤0.01% 6766
2024
Q3 		$13.8K Sell
1,709
-946
-36% -$7.28K ﹤0.01% 6316
2024
Q2 		$20.2K Sell
2,655
-13,355
-83% -$98.6K ﹤0.01% 6138
2024
Q1 		$115K Buy
16,010
+13,223
+474% +$95.9K ﹤0.01% 5615
2023
Q4 		$19.7K Buy
+2,787
New +$19.8K ﹤0.01% 6252
2022
Q1 		– Sell
-25
Closed – – 6858
2021
Q4 		$0 Buy
+25
New +$271 ﹤0.01% 6840
2021
Q2 		– Sell
-6,000
Closed -$60K – 6506
2021
Q1 		$60K Buy
+6,000
New +$55.1K ﹤0.01% 5494
2019
Q3 		– Sell
-4,200
Closed -$48K – 5875
2019
Q2 		$48K Buy
+4,200
New +$50.3K ﹤0.01% 5183
2018
Q3 		– Sell
-2,051
Closed -$28K – 5757
2018
Q2 		$28K Sell
2,051
-16,938
-89% -$226K ﹤0.01% 5244
2018
Q1 		$234K Buy
18,989
+16,389
+630% +$219K ﹤0.01% 4317
2017
Q4 		$36K Buy
+2,600
New +$37.2K ﹤0.01% 4998
2017
Q3 		– Sell
-7,500
Closed -$114K – 5088
2017
Q2 		$114K Buy
+7,500
New +$117K ﹤0.01% 4136
2017
Q1 		– Sell
-37,794
Closed -$581K – 5168
2016
Q4 		$581K Sell
37,794
-15,037
-28% -$227K ﹤0.01% 3687
2016
Q3 		$831K Buy
52,831
+51,031
+2,835% +$795K ﹤0.01% 3219
2016
Q2 		$27K Buy
1,800
+800
+80% +$11.2K ﹤0.01% 4170
2016
Q1 		$14K Hold
1,000
– – ﹤0.01% 4177
2015
Q4 		$13K Buy
+1,000
New +$14.4K ﹤0.01% 4161

Other funds holding MRCC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase's MRCC Position: Q3 2025 in Review

JP Morgan Chase sold out of Monroe Capital Corp (MRCC) in Q3 2025, closing a stake of 84 shares — an estimated $534 sold.

JP Morgan Chase first reported a position in MRCC in Q4 2015 and held it in 19 quarters. The position peaked at $831K in Q3 2016. 84 funds tracked by Wall St. Rank hold MRCC as of Q3 2025.

  • JP Morgan Chase reported no remaining Monroe Capital Corp position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 84 Monroe Capital Corp shares in Q3 2025, an estimated $534.
  • JP Morgan Chase first reported a position in Monroe Capital Corp in Q4 2015 and held it in 19 quarters.
  • JP Morgan Chase's Monroe Capital Corp position peaked at $831K in Q3 2016.
  • 84 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.