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MONECO Advisors’s JPMorgan Chase JPM Stock Holding History

MONECO 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 		$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

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

MONECO Advisors's JPM Position: Q1 2026 in Review

MONECO Advisors increased its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, buying an estimated $183K and bringing the position to 20,175 shares worth $5.93M. The position accounts for 0.46% of the portfolio, ranked #44.

MONECO Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.31M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MONECO Advisors held 20,175 shares of JPMorgan Chase worth $5.93M as of Q1 2026.
  • MONECO Advisors bought 603 JPMorgan Chase shares in Q1 2026, an estimated $183K.
  • JPMorgan Chase made up 0.46% of MONECO Advisors's portfolio in Q1 2026, its #44 holding.
  • MONECO Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's JPMorgan Chase position peaked at $6.31M in Q3 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.