MPCG
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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
2020
Q3 		– Sell
-100
Closed -$9K – 170
2020
Q2 		$9K Buy
+100
New +$9.49K 0.01% 158

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Matrix Private Capital Group's JPM Position: Q2 2026 in Review

Matrix Private Capital Group increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $3.42K and bringing the position to 8,470 shares worth $2.77M. The position accounts for 1.21% of the portfolio, ranked #21.

Matrix Private Capital Group first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Matrix Private Capital Group held 8,470 shares of JPMorgan Chase worth $2.77M as of Q2 2026.
  • Matrix Private Capital Group bought 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 1.21% of Matrix Private Capital Group's portfolio in Q2 2026, its #21 holding.
  • Matrix Private Capital Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.