MHS
JPM icon

M Holdings Securities’s JPMorgan Chase JPM Stock Holding History

M Holdings Securities’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8M Buy
76,228
+1,136
+2% +$345K 1.54% 12
2025
Q4 		$24.2M Buy
+75,092
New +$23.2M 1.73% 10
2025
Q3 		– Sell
-33,168
Closed -$9.59M – 136
2025
Q2 		$9.59M Buy
33,168
+6,905
+26% +$1.76M 1.64% 14
2025
Q1 		$6.44M Buy
26,263
+435
+2% +$111K 1.07% 21
2024
Q4 		$6.19M Sell
25,828
-1,033
-4% -$241K 1% 24
2024
Q3 		$5.66M Sell
26,861
-55,697
-67% -$11.7M 1.42% 17
2024
Q2 		$16.7M Buy
82,558
+56,992
+223% +$11.1M 2.16% 9
2024
Q1 		$5.12M Sell
25,566
-7,241
-22% -$1.31M 0.86% 22
2023
Q4 		$5.58M Buy
32,807
+4,303
+15% +$652K 0.63% 33
2023
Q3 		$4.13M Buy
28,504
+24,309
+579% +$3.64M 0.55% 39
2023
Q2 		$610K Sell
4,195
-25,407
-86% -$3.49M 0.13% 97
2023
Q1 		$3.85M Sell
29,602
-10,272
-26% -$1.41M 0.4% 47
2022
Q4 		$5.35M Sell
39,874
-25
-0.1% -$3.17K 0.56% 35
2022
Q3 		$4.17M Sell
39,899
-256
-0.6% -$29.4K 0.46% 43
2022
Q2 		$4.52M Buy
40,155
+1,117
+3% +$138K 0.46% 48
2022
Q1 		$5.32M Buy
+39,038
New +$5.76M 0.4% 51
2021
Q2 		$7.33M Sell
47,144
-3,724
-7% -$585K 0.72% 31
2021
Q1 		$7.74M Buy
50,868
+16,085
+46% +$2.31M 0.71% 27
2020
Q4 		$4.42M Buy
34,783
+764
+2% +$85.4K 0.56% 42
2020
Q3 		$3.27M Buy
34,019
+1,155
+4% +$113K 0.52% 49
2020
Q2 		$3.09M Sell
32,864
-17,285
-34% -$1.64M 0.55% 47
2020
Q1 		$4.51M Buy
50,149
+20,057
+67% +$2.44M 0.67% 38
2019
Q4 		$4.2M Sell
30,092
-1,808
-6% -$232K 1.23% 16
2019
Q3 		$3.75M Sell
31,900
-966
-3% -$109K 1.15% 23
2019
Q2 		$3.67M Sell
32,866
-26,017
-44% -$2.87M 1.24% 19
2019
Q1 		$5.96M Buy
58,883
+28,808
+96% +$2.97M 1.38% 11
2018
Q4 		$2.94M Sell
30,075
-1,492
-5% -$159K 0.91% 23
2018
Q3 		$3.56M Buy
31,567
+347
+1% +$39.4K 0.93% 18
2018
Q2 		$3.25M Buy
31,220
+3,386
+12% +$371K 0.89% 22
2018
Q1 		$3.06M Sell
27,834
-241
-0.9% -$27.3K 0.93% 19
2017
Q4 		$3M Buy
28,075
+435
+2% +$44K 0.9% 21
2017
Q3 		$2.64M Buy
27,640
+119
+0.4% +$11K 0.83% 23
2017
Q2 		$2.52M Sell
27,521
-1,433
-5% -$124K 0.86% 21
2017
Q1 		$2.54M Sell
28,954
-1,035
-3% -$91.3K 0.98% 18
2016
Q4 		$2.59M Sell
29,989
-150
-0.5% -$11.4K 0.9% 24
2016
Q3 		$2.01M Buy
30,139
+19
+0.1% +$1.24K 0.91% 20
2016
Q2 		$1.87M Buy
30,120
+5,389
+22% +$337K 0.96% 18
2016
Q1 		$1.47M Buy
24,731
+5,256
+27% +$307K 0.9% 25
2015
Q4 		$1.29M Buy
19,475
+812
+4% +$52.9K 0.86% 24
2015
Q3 		$1.14M Buy
18,663
+2,358
+14% +$154K 0.81% 29
2015
Q2 		$1.1M Sell
16,305
-197
-1% -$12.9K 0.74% 37
2015
Q1 		$1M Buy
16,502
+1,276
+8% +$75.6K 0.65% 40
2014
Q4 		$953K Sell
15,226
-1,676
-10% -$101K 0.62% 46
2014
Q3 		$1.01M Buy
16,902
+279
+2% +$16.3K 0.56% 42
2014
Q2 		$958K Buy
16,623
+12,863
+342% +$723K 0.61% 47
2014
Q1 		$228K Sell
3,760
-8,766
-70% -$507K 0.24% 110
2013
Q4 		$733K Buy
+12,526
New +$686K 0.52% 52

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

M Holdings Securities's JPM Position: Q1 2026 in Review

M Holdings Securities increased its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, buying an estimated $345K and bringing the position to 76,228 shares worth $22.8M. The position accounts for 1.54% of the portfolio, ranked #12.

M Holdings Securities first reported a position in JPM in Q4 2013 and has held it in 47 quarters since. The position peaked at $24.2M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • M Holdings Securities held 76,228 shares of JPMorgan Chase worth $22.8M as of Q1 2026.
  • M Holdings Securities bought 1,136 JPMorgan Chase shares in Q1 2026, an estimated $345K.
  • JPMorgan Chase made up 1.54% of M Holdings Securities's portfolio in Q1 2026, its #12 holding.
  • M Holdings Securities first reported a position in JPMorgan Chase in Q4 2013 and has held it in 47 quarters since.
  • M Holdings Securities's JPMorgan Chase position peaked at $24.2M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.