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 $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.