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MMBG Investment Advisors’s JPMorgan Chase JPM Stock Holding History

MMBG Investment 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 		$42.4M Buy
144,021
+1,694
+1% +$514K 3.89% 8
2025
Q4 		$45.9M Sell
142,327
-2,580
-2% -$799K 3.86% 8
2025
Q3 		$45.7M Buy
144,907
+1,700
+1% +$506K 4.05% 8
2025
Q2 		$41.5M Sell
143,207
-1,708
-1% -$436K 4.13% 6
2025
Q1 		$35.5M Sell
144,915
-1,391
-1% -$355K 4.02% 7
2024
Q4 		$35.1M Sell
146,306
-10,276
-7% -$2.39M 3.72% 7
2024
Q3 		$33M Sell
156,582
-188
-0.1% -$39.6K 3.45% 8
2024
Q2 		$31.7M Sell
156,770
-12,980
-8% -$2.54M 3.4% 8
2024
Q1 		$34M Sell
169,750
-370
-0.2% -$66.8K 3.59% 8
2023
Q4 		$28.9M Buy
170,120
+7,235
+4% +$1.1M 3.41% 8
2023
Q3 		$23.6M Sell
162,885
-7,550
-4% -$1.13M 2.98% 8
2023
Q2 		$23.6M Sell
170,435
-5,189
-3% -$714K 2.87% 8
2023
Q1 		$22.9M Sell
175,624
-33,750
-16% -$4.62M 2.9% 8
2022
Q4 		$28.1M Sell
209,374
-8,265
-4% -$1.05M 3.72% 5
2022
Q3 		$22.7M Buy
217,639
+3,188
+1% +$366K 3.04% 8
2022
Q2 		$24.1M Buy
214,451
+8,134
+4% +$1.01M 3% 8
2022
Q1 		$28.1M Buy
206,317
+5,407
+3% +$798K 2.93% 8
2021
Q4 		$31.8M Buy
+200,910
New +$33M 3.06% 7

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

MMBG Investment Advisors's JPM Position: Q1 2026 in Review

MMBG Investment Advisors increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $514K and bringing the position to 144,021 shares worth $42.4M. The position accounts for 3.89% of the portfolio, ranked #8.

MMBG Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $45.9M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MMBG Investment Advisors held 144,021 shares of JPMorgan Chase worth $42.4M as of Q1 2026.
  • MMBG Investment Advisors bought 1,694 JPMorgan Chase shares in Q1 2026, an estimated $514K.
  • JPMorgan Chase made up 3.89% of MMBG Investment Advisors's portfolio in Q1 2026, its #8 holding.
  • MMBG Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • MMBG Investment Advisors's JPMorgan Chase position peaked at $45.9M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.