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Menard Financial Group’s JPMorgan Chase JPM Stock Holding History

Menard Financial 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
Q2 		$2.52M Buy
7,688
+902
+13% +$280K 1.37% 17
2026
Q1 		$2M Buy
6,786
+29
+0.4% +$8.8K 1.39% 16
2025
Q4 		$2.18M Buy
6,757
+44
+0.7% +$13.6K 1.5% 15
2025
Q3 		$2.12M Sell
6,713
-797
-11% -$237K 1.42% 19
2025
Q2 		$2.18M Buy
7,510
+1,334
+22% +$340K 1.29% 17
2025
Q1 		$1.54M Buy
6,176
+100
+2% +$25.5K 1.01% 21
2024
Q4 		$1.46M Buy
6,076
+82
+1% +$19.1K 0.87% 26
2024
Q3 		$1.26M Sell
5,994
-32
-0.5% -$6.74K 0.83% 26
2024
Q2 		$1.22M Sell
6,026
-2
-0% -$391 0.87% 23
2024
Q1 		$1.21M Buy
6,028
+385
+7% +$69.5K 1.02% 22
2023
Q4 		$960K Buy
5,643
+67
+1% +$10.2K 1.19% 19
2023
Q3 		$809K Buy
5,576
+311
+6% +$46.6K 1.17% 20
2023
Q2 		$766K Sell
5,265
-16
-0.3% -$2.2K 1.57% 14
2023
Q1 		$688K Sell
5,281
-388
-7% -$53.2K 1.59% 17
2022
Q4 		$760K Sell
5,669
-1,563
-22% -$198K 1.81% 15
2022
Q3 		$756K Buy
7,232
+149
+2% +$17.1K 1.37% 14
2022
Q2 		$798K Sell
7,083
-747
-10% -$92.6K 1.31% 20
2022
Q1 		$1.07M Sell
7,830
-643
-8% -$94.9K 1.05% 20
2021
Q4 		$1.34M Buy
8,473
+53
+0.6% +$8.7K 1.1% 18
2021
Q3 		$1.38M Buy
8,420
+167
+2% +$26.2K 1.21% 15
2021
Q2 		$1.28M Buy
8,253
+422
+5% +$66.3K 1.22% 19
2021
Q1 		$1.19M Sell
7,831
-14
-0.2% -$2.01K 1.28% 19
2020
Q4 		$997K Sell
7,845
-254
-3% -$28.4K 1.07% 23
2020
Q3 		$780K Buy
8,099
+848
+12% +$83.3K 0.9% 23
2020
Q2 		$682K Buy
+7,251
New +$688K 0.85% 22
2020
Q1 		– Sell
-7,683
Closed -$1.07M – 73
2019
Q4 		$1.07M Buy
+7,683
New +$985K 1.03% 28

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

Menard Financial Group's JPM Position: Q2 2026 in Review

Menard Financial Group increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $280K and bringing the position to 7,688 shares worth $2.52M. The position accounts for 1.37% of the portfolio, ranked #17.

Menard Financial Group first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,107 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Menard Financial Group held 7,688 shares of JPMorgan Chase worth $2.52M as of Q2 2026.
  • Menard Financial Group bought 902 JPMorgan Chase shares in Q2 2026, an estimated $280K.
  • JPMorgan Chase made up 1.37% of Menard Financial Group's portfolio in Q2 2026, its #17 holding.
  • Menard Financial Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 5,107 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.