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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
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 $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

MJP Associates's JPM Position: Q1 2026 in Review

MJP Associates reduced its JPMorgan Chase (JPM) stake by 0.35% in Q1 2026, selling an estimated $17K and leaving 15,816 shares worth $4.65M. The position accounts for 0.56% of the portfolio, ranked #30.

MJP Associates first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.11M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MJP Associates held 15,816 shares of JPMorgan Chase worth $4.65M as of Q1 2026.
  • MJP Associates sold 56 JPMorgan Chase shares in Q1 2026, an estimated $17K.
  • JPMorgan Chase made up 0.56% of MJP Associates's portfolio in Q1 2026, its #30 holding.
  • MJP Associates first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • MJP Associates's JPMorgan Chase position peaked at $5.11M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.