MA
JPM icon

MJP Associates’s JPMorgan Chase JPM Stock Holding History

MJP Associates’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 		$4.98M Sell
15,204
-612
-4% -$190K 0.54% 32
2026
Q1 		$4.65M Sell
15,816
-56
-0.4% -$17K 0.56% 30
2025
Q4 		$5.11M Buy
15,872
+285
+2% +$88.2K 0.64% 25
2025
Q3 		$4.92M Buy
15,587
+211
+1% +$62.8K 0.65% 24
2025
Q2 		$4.46M Buy
15,376
+361
+2% +$92.1K 0.66% 24
2025
Q1 		$3.68M Hold
15,015
– – 0.66% 24
2024
Q4 		$3.6M Buy
15,015
+541
+4% +$126K 0.65% 24
2024
Q3 		$3.05M Buy
14,474
+518
+4% +$109K 0.58% 26
2024
Q2 		$2.82M Sell
13,956
-647
-4% -$126K 0.59% 26
2024
Q1 		$2.92M Buy
14,603
+2,373
+19% +$428K 0.64% 25
2023
Q4 		$2.08M Buy
12,230
+3,014
+33% +$457K 0.55% 25
2023
Q3 		$1.34M Sell
9,216
-2,922
-24% -$438K 0.39% 25
2023
Q2 		$1.77M Sell
12,138
-379
-3% -$52.1K 0.58% 23
2023
Q1 		$1.63M Buy
12,517
+537
+4% +$73.6K 0.5% 21
2022
Q4 		$1.61M Buy
11,980
+517
+5% +$65.5K 0.47% 25
2022
Q3 		$1.2M Buy
11,463
+350
+3% +$40.2K 0.36% 29
2022
Q2 		$1.25M Buy
11,113
+566
+5% +$70.1K 0.35% 30
2022
Q1 		$1.44M Buy
10,547
+1,937
+22% +$286K 0.36% 31
2021
Q4 		$1.39M Sell
8,610
-725
-8% -$119K 0.41% 33
2021
Q3 		$1.53M Buy
9,335
+369
+4% +$57.9K 0.52% 29
2021
Q2 		$1.4M Buy
8,966
+287
+3% +$45.1K 0.47% 33
2021
Q1 		$1.32M Buy
8,679
+117
+1% +$16.8K 0.54% 32
2020
Q4 		$1.09M Buy
+8,562
New +$957K 0.46% 34

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

MJP Associates's JPM Position: Q2 2026 in Review

MJP Associates reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $190K and leaving 15,204 shares worth $4.98M. The position accounts for 0.54% of the portfolio, ranked #32.

MJP Associates first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.11M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MJP Associates held 15,204 shares of JPMorgan Chase worth $4.98M as of Q2 2026.
  • MJP Associates sold 612 JPMorgan Chase shares in Q2 2026, an estimated $190K.
  • JPMorgan Chase made up 0.54% of MJP Associates's portfolio in Q2 2026, its #32 holding.
  • MJP Associates first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • MJP Associates's JPMorgan Chase position peaked at $5.11M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.