MCF Advisors’s JPMorgan Chase JPM Stock Holding History

MCF Advisors’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	$7.88M	Buy	26,791 +5,232	+24%	+$1.59M	0.35%	44
2025 Q4	$6.95M	Buy	21,559 +8,617	+67%	+$2.67M	0.38%	33
2025 Q3	$4.08M	Sell	12,942 -84	-0.6%	-$25K	0.25%	39
2025 Q2	$3.78M	Buy	13,026 +7	+0.1%	+$1.79K	0.25%	37
2025 Q1	$3.19M	Sell	13,019 -270	-2%	-$68.8K	0.23%	39
2024 Q4	$3.19M	Buy	13,289 +442	+3%	+$103K	0.22%	40
2024 Q3	$2.71M	Buy	12,847 +61	+0.5%	+$12.8K	0.19%	43
2024 Q2	$2.59M	Buy	12,786 +587	+5%	+$115K	0.2%	41
2024 Q1	$2.44M	Sell	12,199 -9,417	-44%	-$1.7M	0.19%	42
2023 Q4	$3.68M	Buy	21,616 +388	+2%	+$58.8K	0.3%	28
2023 Q3	$3.08M	Buy	21,228 +406	+2%	+$60.9K	0.28%	31
2023 Q2	$3.03M	Buy	20,822 +256	+1%	+$35.2K	0.27%	29
2023 Q1	$2.68M	Sell	20,566 -661	-3%	-$90.6K	0.25%	32
2022 Q4	$2.85M	Buy	21,227 +99	+0.5%	+$12.5K	0.29%	30
2022 Q3	$2.21M	Sell	21,128 -192	-0.9%	-$22K	0.25%	36
2022 Q2	$2.4M	Buy	21,320 +7,587	+55%	+$940K	0.25%	31
2022 Q1	$1.87M	Buy	+13,733	New	+$2.03M	0.18%	39
2021 Q4	–	Sell	-13,398	Closed	-$2.19M	–	383
2021 Q3	$2.19M	Buy	13,398 +875	+7%	+$137K	0.22%	33
2021 Q2	$1.95M	Buy	12,523 +15	+0.1%	+$2.36K	0.2%	34
2021 Q1	$1.9M	Buy	12,508 +652	+5%	+$93.8K	0.21%	37
2020 Q4	$1.51M	Sell	11,856 -65	-0.5%	-$7.26K	0.18%	40
2020 Q3	$1.15M	Buy	11,921 +794	+7%	+$78K	0.15%	43
2020 Q2	$1.05M	Sell	11,127 -2,513	-18%	-$238K	0.15%	41
2020 Q1	$1.23M	Buy	13,640 +3,433	+34%	+$417K	0.21%	43
2019 Q4	$1.42M	Buy	10,207 +103	+1%	+$13.2K	0.22%	47
2019 Q3	$1.19M	Buy	10,104 +4	+0%	+$452	0.19%	52
2019 Q2	$1.13M	Buy	10,100 +1,804	+22%	+$199K	0.19%	52
2019 Q1	$840K	Buy	8,296 +4	+0%	+$412	0.15%	54
2018 Q4	$809K	Sell	8,292 -78	-0.9%	-$8.31K	0.15%	53
2018 Q3	$944K	Sell	8,370 -73	-0.9%	-$8.29K	0.17%	46
2018 Q2	$880K	Sell	8,443 -808	-9%	-$88.6K	0.17%	46
2018 Q1	$1.02M	Buy	9,251 +38	+0.4%	+$4.3K	0.2%	41
2017 Q4	$985K	Sell	9,213 -741	-7%	-$75K	0.18%	40
2017 Q3	$951K	Buy	9,954 +938	+10%	+$86.5K	0.19%	37
2017 Q2	$824K	Buy	9,016 +681	+8%	+$58.8K	0.16%	41
2017 Q1	$732K	Sell	8,335 -1,164	-12%	-$103K	0.15%	42
2016 Q4	$820K	Sell	9,499 -52	-0.5%	-$3.96K	0.18%	42
2016 Q3	$636K	Sell	9,551 -42	-0.4%	-$2.74K	0.15%	46
2016 Q2	$596K	Buy	9,593 +117	+1%	+$7.31K	0.15%	52
2016 Q1	$561K	Sell	9,476 -398	-4%	-$23.2K	0.15%	45
2015 Q4	$652K	Sell	9,874 -875	-8%	-$57K	0.18%	39
2015 Q3	$655K	Buy	10,749 +211	+2%	+$13.8K	0.17%	39
2015 Q2	$714K	Buy	10,538 +101	+1%	+$6.59K	0.18%	33
2015 Q1	$632K	Buy	10,437 +5	+0%	+$296	0.16%	34
2014 Q4	$653K	Sell	10,432 -101	-1%	-$6.08K	0.18%	36
2014 Q3	$639K	Buy	10,533 +132	+1%	+$7.72K	0.19%	39
2014 Q2	$631K	Sell	10,401 -991	-9%	-$55.7K	0.2%	35
2014 Q1	$692K	Buy	11,392 +6,706	+143%	+$388K	0.23%	35
2013 Q4	$284K	Sell	4,686 -4,132	-47%	-$226K	0.1%	62
2013 Q3	$535K	Buy	8,818 +896	+11%	+$48.1K	0.3%	34
2013 Q2	$481K	Buy	+7,922	New	+$403K	0.29%	35

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCF Advisors's JPM Position: Q1 2026 in Review

MCF Advisors increased its JPMorgan Chase (JPM) stake by 24% in Q1 2026, buying an estimated $1.59M and bringing the position to 26,791 shares worth $7.88M. The position accounts for 0.35% of the portfolio, ranked #44.

MCF Advisors first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

MCF Advisors held 26,791 shares of JPMorgan Chase worth $7.88M as of Q1 2026.
MCF Advisors bought 5,232 JPMorgan Chase shares in Q1 2026, an estimated $1.59M.
JPMorgan Chase made up 0.35% of MCF Advisors's portfolio in Q1 2026, its #44 holding.
MCF Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.