MPCG
JPM icon

Matrix Private Capital Group’s JPMorgan Chase JPM Stock Holding History

Matrix Private Capital Group’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 		$2.49M Buy
8,459
+39
+0.5% +$11.8K 1.2% 22
2025
Q4 		$2.71M Sell
8,420
-255
-3% -$78.9K 1.38% 19
2025
Q3 		$2.74M Sell
8,675
-18
-0.2% -$5.35K 1.45% 18
2025
Q2 		$2.52M Sell
8,693
-1,082
-11% -$276K 1.48% 18
2025
Q1 		$2.4M Sell
9,775
-493
-5% -$126K 1.43% 18
2024
Q4 		$2.46M Hold
10,268
– – 1.4% 18
2024
Q3 		$2.17M Hold
10,268
– – 1.25% 19
2024
Q2 		$2.08M Buy
10,268
+89
+0.9% +$17.4K 1.3% 17
2024
Q1 		$2.04M Sell
10,179
-124
-1% -$22.4K 1.38% 16
2023
Q4 		$1.75M Sell
10,303
-264
-2% -$40K 1.32% 17
2023
Q3 		$1.53M Buy
10,567
+3
+0% +$450 1.14% 19
2023
Q2 		$1.54M Sell
10,564
-1,187
-10% -$163K 1.12% 20
2023
Q1 		$1.53M Sell
11,751
-1,418
-11% -$194K 1.06% 22
2022
Q4 		$1.77M Sell
13,169
-75
-0.6% -$9.5K 1.15% 20
2022
Q3 		$1.38M Sell
13,244
-2,403
-15% -$276K 0.94% 27
2022
Q2 		$1.76M Sell
15,647
-69
-0.4% -$8.55K 1% 20
2022
Q1 		$2.14M Buy
15,716
+60
+0.4% +$8.86K 1.05% 22
2021
Q4 		$2.48M Buy
15,656
+249
+2% +$40.9K 1.17% 17
2021
Q3 		$2.52M Buy
15,407
+183
+1% +$28.7K 1.33% 15
2021
Q2 		$2.37M Sell
15,224
-1,221
-7% -$192K 1.3% 14
2021
Q1 		$2.5M Buy
16,445
+31
+0.2% +$4.46K 1.51% 12
2020
Q4 		$2.09M Buy
16,414
+1,484
+10% +$166K 1.5% 12
2020
Q3 		$1.44M Buy
14,930
+1,220
+9% +$120K 1.46% 15
2020
Q2 		$1.29M Buy
13,710
+215
+2% +$20.4K 1.42% 14
2020
Q1 		$1.22M Sell
13,495
-69
-0.5% -$8.38K 1.73% 15
2019
Q4 		$1.89M Buy
+13,564
New +$1.74M 1.98% 10

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

Matrix Private Capital Group's JPM Position: Q1 2026 in Review

Matrix Private Capital Group increased its JPMorgan Chase (JPM) stake by 0.46% in Q1 2026, buying an estimated $11.8K and bringing the position to 8,459 shares worth $2.49M. The position accounts for 1.2% of the portfolio, ranked #22.

Matrix Private Capital Group first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.74M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Matrix Private Capital Group held 8,459 shares of JPMorgan Chase worth $2.49M as of Q1 2026.
  • Matrix Private Capital Group bought 39 JPMorgan Chase shares in Q1 2026, an estimated $11.8K.
  • JPMorgan Chase made up 1.2% of Matrix Private Capital Group's portfolio in Q1 2026, its #22 holding.
  • Matrix Private Capital Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's JPMorgan Chase position peaked at $2.74M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.