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Moneta Group Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Moneta Group 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
2018
Q2 		– Sell
-2,000
Closed -$202K – 525
2018
Q1 		$202K Buy
+2,000
New +$226K 0.03% 196

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

Moneta Group Investment Advisors's JPM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.63% in Q1 2026, buying an estimated $142K and bringing the position to 74,785 shares worth $22M. The position accounts for 0.17% of the portfolio, ranked #69.

Moneta Group Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.9M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Moneta Group Investment Advisors held 74,785 shares of JPMorgan Chase worth $22M as of Q1 2026.
  • Moneta Group Investment Advisors bought 468 JPMorgan Chase shares in Q1 2026, an estimated $142K.
  • JPMorgan Chase made up 0.17% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • Moneta Group Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's JPMorgan Chase position peaked at $23.9M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.