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Mendel Money Management’s JPMorgan Chase JPM Stock Holding History

Mendel Money Management’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
8,481
+612
+8% +$186K 1.04% 33
2025
Q4 		$2.54M Buy
7,869
+112
+1% +$34.7K 1.06% 31
2025
Q3 		$2.45M Sell
7,757
-51
-0.7% -$15.2K 1.03% 31
2025
Q2 		$2.26M Sell
7,808
-279
-3% -$71.2K 1% 35
2025
Q1 		$1.98M Buy
8,087
+208
+3% +$53K 0.94% 39
2024
Q4 		$1.89M Sell
7,879
-140
-2% -$32.6K 0.84% 38
2024
Q3 		$1.69M Sell
8,019
-579
-7% -$122K 0.73% 43
2024
Q2 		$1.74M Sell
8,598
-2,048
-19% -$400K 0.81% 39
2024
Q1 		$2.13M Sell
10,646
-175
-2% -$31.6K 0.99% 34
2023
Q4 		$1.84M Sell
10,821
-1,249
-10% -$189K 0.88% 37
2023
Q3 		$1.75M Sell
12,070
-144
-1% -$21.6K 0.94% 35
2023
Q2 		$1.78M Sell
12,214
-7,830
-39% -$1.08M 0.91% 35
2023
Q1 		$2.61M Sell
20,044
-667
-3% -$91.4K 1.41% 26
2022
Q4 		$2.78M Sell
20,711
-592
-3% -$75K 1.58% 22
2022
Q3 		$2.23M Sell
21,303
-4,159
-16% -$477K 1.39% 26
2022
Q2 		$2.87M Sell
25,462
-4,886
-16% -$605K 1.71% 23
2022
Q1 		$4.14M Sell
30,348
-913
-3% -$135K 2.02% 19
2021
Q4 		$4.95M Sell
31,261
-338
-1% -$55.5K 2.85% 15
2021
Q3 		$5.17M Buy
31,599
+727
+2% +$114K 3.24% 11
2021
Q2 		$4.8M Buy
30,872
+1,222
+4% +$192K 3.02% 13
2021
Q1 		$4.51M Buy
29,650
+20,780
+234% +$2.99M 2.95% 13
2020
Q4 		$1.13M Buy
8,870
+2,350
+36% +$263K 0.79% 31
2020
Q3 		$628K Buy
6,520
+769
+13% +$75.5K 0.49% 37
2020
Q2 		$541K Buy
+5,751
New +$546K 0.48% 37
2019
Q4 		$322K Sell
2,310
-5
-0.2% -$641 0.28% 44
2019
Q3 		$272K Buy
2,315
+90
+4% +$10.2K 0.25% 46
2019
Q2 		$249K Buy
+2,225
New +$245K 0.24% 45

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

Mendel Money Management's JPM Position: Q1 2026 in Review

Mendel Money Management increased its JPMorgan Chase (JPM) stake by 7.8% in Q1 2026, buying an estimated $186K and bringing the position to 8,481 shares worth $2.49M. The position accounts for 1.04% of the portfolio, ranked #33.

Mendel Money Management first reported a position in JPM in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.17M in Q3 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mendel Money Management held 8,481 shares of JPMorgan Chase worth $2.49M as of Q1 2026.
  • Mendel Money Management bought 612 JPMorgan Chase shares in Q1 2026, an estimated $186K.
  • JPMorgan Chase made up 1.04% of Mendel Money Management's portfolio in Q1 2026, its #33 holding.
  • Mendel Money Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 27 quarters since.
  • Mendel Money Management's JPMorgan Chase position peaked at $5.17M in Q3 2021.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.