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Monetary Solutions’s JPMorgan Chase JPM Stock Holding History

Monetary Solutions’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 		$4.39M Sell
13,409
-134
-1% -$41.6K 3.78% 8
2026
Q1 		$3.98M Hold
13,543
– – 3.85% 8
2025
Q4 		$4.36M Buy
+13,543
New +$4.19M 4.3% 8

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Monetary Solutions's JPM Position: Q2 2026 in Review

Monetary Solutions reduced its JPMorgan Chase (JPM) stake by 0.99% in Q2 2026, selling an estimated $41.6K and leaving 13,409 shares worth $4.39M. The position accounts for 3.78% of the portfolio, ranked #8.

Monetary Solutions first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 4,354 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Monetary Solutions held 13,409 shares of JPMorgan Chase worth $4.39M as of Q2 2026.
  • Monetary Solutions sold 134 JPMorgan Chase shares in Q2 2026, an estimated $41.6K.
  • JPMorgan Chase made up 3.78% of Monetary Solutions's portfolio in Q2 2026, its #8 holding.
  • Monetary Solutions first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 4,354 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.