MONECO Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.98M | Buy |
24,394
+4,219
| +21% | +$1.31M | 0.49% | 45 |
|
|
2026
Q1 | $5.93M | Buy |
20,175
+603
| +3% | +$183K | 0.46% | 44 |
|
|
2025
Q4 | $6.31M | Sell |
19,572
-431
| -2% | -$133K | 0.5% | 41 |
|
|
2025
Q3 | $6.31M | Buy |
20,003
+409
| +2% | +$122K | 0.53% | 37 |
|
|
2025
Q2 | $5.68M | Buy |
19,594
+1,701
| +10% | +$434K | 0.53% | 39 |
|
|
2025
Q1 | $4.39M | Sell |
17,893
-123
| -0.7% | -$31.4K | 0.45% | 43 |
|
|
2024
Q4 | $4.32M | Buy |
18,016
+3,098
| +21% | +$722K | 0.46% | 48 |
|
|
2024
Q3 | $3.15M | Sell |
14,918
-4,267
| -22% | -$899K | 0.39% | 67 |
|
|
2024
Q2 | $3.88M | Sell |
19,185
-391
| -2% | -$76.4K | 0.57% | 45 |
|
|
2024
Q1 | $3.92M | Buy |
19,576
+6,535
| +50% | +$1.18M | 0.62% | 34 |
|
|
2023
Q4 | $2.22M | Sell |
13,041
-1,003
| -7% | -$152K | 0.42% | 62 |
|
|
2023
Q3 | $2.04M | Buy |
14,044
+478
| +4% | +$71.7K | 0.55% | 37 |
|
|
2023
Q2 | $1.97M | Buy |
13,566
+256
| +2% | +$35.2K | 0.54% | 41 |
|
|
2023
Q1 | $1.73M | Buy |
13,310
+2,017
| +18% | +$276K | 0.51% | 43 |
|
|
2022
Q4 | $1.51M | Buy |
11,293
+478
| +4% | +$60.6K | 0.55% | 40 |
|
|
2022
Q3 | $1.13M | Buy |
10,815
+506
| +5% | +$58.1K | 0.45% | 52 |
|
|
2022
Q2 | $1.16M | Buy |
10,309
+1,553
| +18% | +$192K | 0.45% | 54 |
|
|
2022
Q1 | $1.19M | Buy |
8,756
+196
| +2% | +$28.9K | 0.44% | 51 |
|
|
2021
Q4 | $1.27M | Buy |
8,560
+135
| +2% | +$22.2K | 0.48% | 48 |
|
|
2021
Q3 | $1.38M | Buy |
8,425
+803
| +11% | +$126K | 0.54% | 44 |
|
|
2021
Q2 | $1.19M | Buy |
7,622
+253
| +3% | +$39.7K | 0.55% | 43 |
|
|
2021
Q1 | $1.12M | Buy |
7,369
+3,364
| +84% | +$484K | 0.55% | 43 |
|
|
2020
Q4 | $562K | Sell |
4,005
-717
| -15% | -$80.1K | 0.31% | 72 |
|
|
2020
Q3 | $455K | Buy |
4,722
+89
| +2% | +$8.74K | 0.29% | 81 |
|
|
2020
Q2 | $436K | Buy |
4,633
+449
| +11% | +$42.6K | 0.34% | 70 |
|
|
2020
Q1 | $377K | Sell |
4,184
-121
| -3% | -$14.7K | 0.39% | 65 |
|
|
2019
Q4 | $595K | Buy |
4,305
+133
| +3% | +$17.1K | 0.42% | 59 |
|
|
2019
Q3 | $491K | Buy |
4,172
+378
| +10% | +$42.8K | 0.38% | 60 |
|
|
2019
Q2 | $424K | Sell |
3,794
-700
| -16% | -$77.2K | 0.34% | 67 |
|
|
2019
Q1 | $455K | Buy |
4,494
+831
| +23% | +$85.6K | 0.37% | 63 |
|
|
2018
Q4 | $358K | Buy |
+3,663
| New | +$390K | 0.42% | 53 |
|
Other funds holding JPM
MONECO Advisors's JPM Position: Q2 2026 in Review
MONECO Advisors increased its JPMorgan Chase (JPM) stake by 21% in Q2 2026, buying an estimated $1.31M and bringing the position to 24,394 shares worth $7.98M. The position accounts for 0.49% of the portfolio, ranked #45.
MONECO Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- MONECO Advisors held 24,394 shares of JPMorgan Chase worth $7.98M as of Q2 2026.
- MONECO Advisors bought 4,219 JPMorgan Chase shares in Q2 2026, an estimated $1.31M.
- JPMorgan Chase made up 0.49% of MONECO Advisors's portfolio in Q2 2026, its #45 holding.
- MONECO Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.