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Monarch Capital Management’s JPMorgan Chase JPM Stock Holding History

Monarch Capital 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
Q2 		$6.77M Buy
20,695
+145
+0.7% +$45K 1.55% 21
2026
Q1 		$6.04M Sell
20,550
-390
-2% -$118K 1.48% 22
2025
Q4 		$6.75M Sell
20,940
-168
-0.8% -$52K 1.66% 20
2025
Q3 		$6.66M Sell
21,108
-892
-4% -$265K 1.63% 20
2025
Q2 		$6.38M Sell
22,000
-550
-2% -$140K 1.71% 20
2025
Q1 		$5.53M Sell
22,550
-4,257
-16% -$1.09M 1.54% 25
2024
Q4 		$6.43M Sell
26,807
-1,585
-6% -$369K 1.76% 19
2024
Q3 		$5.99M Buy
28,392
+421
+2% +$88.7K 1.61% 24
2024
Q2 		$5.66M Sell
27,971
-765
-3% -$150K 1.66% 21
2024
Q1 		$5.76M Sell
28,736
-262
-0.9% -$47.3K 1.62% 24
2023
Q4 		$4.93M Sell
28,998
-1,312
-4% -$199K 1.49% 26
2023
Q3 		$4.4M Sell
30,310
-20
-0.1% -$3K 1.41% 26
2023
Q2 		$4.41M Sell
30,330
-326
-1% -$44.8K 1.34% 29
2023
Q1 		$3.99M Sell
30,656
-1,515
-5% -$208K 1.23% 33
2022
Q4 		$4.31M Sell
32,171
-1,057
-3% -$134K 1.32% 33
2022
Q3 		$3.47M Sell
33,228
-87
-0.3% -$9.98K 1.13% 35
2022
Q2 		$3.75M Sell
33,315
-1
-0% -$124 1.12% 35
2022
Q1 		$4.54M Buy
33,316
+880
+3% +$130K 1.2% 34
2021
Q4 		$5.14M Buy
32,436
+471
+1% +$77.3K 1.32% 28
2021
Q3 		$5.23M Buy
31,965
+2,137
+7% +$335K 1.45% 28
2021
Q2 		$4.64M Buy
29,828
+6,325
+27% +$993K 1.33% 30
2021
Q1 		$3.58M Sell
23,503
-1,260
-5% -$181K 1.06% 35
2020
Q4 		$3.15M Sell
24,763
-250
-1% -$27.9K 0.99% 36
2020
Q3 		$2.41M Sell
25,013
-215
-0.9% -$21.1K 0.84% 39
2020
Q2 		$2.37M Sell
25,228
-971
-4% -$92.1K 0.87% 37
2020
Q1 		$2.36M Buy
26,199
+2,659
+11% +$323K 0.96% 37
2019
Q4 		$3.28M Buy
23,540
+295
+1% +$37.8K 1.07% 37
2019
Q3 		$2.74M Buy
23,245
+50
+0.2% +$5.66K 0.96% 37
2019
Q2 		$2.59M Sell
23,195
-570
-2% -$62.8K 0.93% 37
2019
Q1 		$2.41M Buy
23,765
+709
+3% +$73K 0.87% 38
2018
Q4 		$2.25M Buy
23,056
+880
+4% +$93.8K 0.91% 38
2018
Q3 		$2.5M Sell
22,176
-930
-4% -$106K 0.91% 38
2018
Q2 		$2.41M Hold
23,106
– – 0.92% 40
2018
Q1 		$2.54M Sell
23,106
-650
-3% -$73.6K 0.98% 39
2017
Q4 		$2.54M Sell
23,756
-190
-0.8% -$19.2K 0.94% 39
2017
Q3 		$2.29M Sell
23,946
-1,240
-5% -$114K 0.85% 39
2017
Q2 		$2.3M Sell
25,186
-1,800
-7% -$155K 0.87% 39
2017
Q1 		$2.37M Sell
26,986
-716
-3% -$63.2K 0.87% 42
2016
Q4 		$2.39M Sell
27,702
-250
-0.9% -$19.1K 0.89% 42
2016
Q3 		$1.86M Buy
27,952
+435
+2% +$28.4K 0.7% 44
2016
Q2 		$1.71M Sell
27,517
-500
-2% -$31.2K 0.64% 46
2016
Q1 		$1.66M Buy
28,017
+588
+2% +$34.3K 0.6% 51
2015
Q4 		$1.81M Hold
27,429
– – 0.7% 49
2015
Q3 		$1.67M Hold
27,429
– – 0.68% 50
2015
Q2 		$1.86M Sell
27,429
-10
-0% -$653 0.71% 48
2015
Q1 		$1.66M Buy
27,439
+660
+2% +$39.1K 0.63% 51
2014
Q4 		$1.68M Hold
26,779
– – 0.63% 49
2014
Q3 		$1.61M Sell
26,779
-3,100
-10% -$181K 0.64% 48
2014
Q2 		$1.72M Buy
29,879
+350
+1% +$19.7K 0.67% 46
2014
Q1 		$1.79M Hold
29,529
– – 0.71% 45
2013
Q4 		$1.73M Hold
29,529
– – 0.68% 50
2013
Q3 		$1.53M Sell
29,529
-307
-1% -$16.5K 0.64% 50
2013
Q2 		$1.57M Buy
+29,836
New +$1.52M 0.68% 48

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Monarch Capital Management's JPM Position: Q2 2026 in Review

Monarch Capital Management increased its JPMorgan Chase (JPM) stake by 0.71% in Q2 2026, buying an estimated $45K and bringing the position to 20,695 shares worth $6.77M. The position accounts for 1.55% of the portfolio, ranked #21.

Monarch Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Monarch Capital Management held 20,695 shares of JPMorgan Chase worth $6.77M as of Q2 2026.
  • Monarch Capital Management bought 145 JPMorgan Chase shares in Q2 2026, an estimated $45K.
  • JPMorgan Chase made up 1.55% of Monarch Capital Management's portfolio in Q2 2026, its #21 holding.
  • Monarch Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.