Monetta Financial Services’s JPMorgan Chase JPM Stock Holding History

Monetta Financial Services’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	$4.41M	Sell	15,000 -3,000	-17%	-$910K	3.42%	7
2025 Q4	$5.8M	Sell	18,000 -5,500	-23%	-$1.7M	4.15%	6
2025 Q3	$7.41M	Hold	23,500	–	–	5.19%	5
2025 Q2	$6.81M	Hold	23,500	–	–	4.95%	4
2025 Q1	$5.76M	Hold	23,500	–	–	5.1%	5
2024 Q4	$5.63M	Hold	23,500	–	–	4.53%	8
2024 Q3	$4.96M	Sell	23,500 -1,500	-6%	-$316K	4.22%	8
2024 Q2	$5.06M	Sell	25,000 -3,000	-11%	-$587K	4.37%	8
2024 Q1	$5.61M	Hold	28,000	–	–	5.07%	7
2023 Q4	$4.76M	Hold	28,000	–	–	4.54%	7
2023 Q3	$4.06M	Hold	28,000	–	–	4.42%	8
2023 Q2	$4.07M	Sell	28,000 -2,000	-7%	-$275K	3.98%	8
2023 Q1	$3.91M	Hold	30,000	–	–	4.18%	8
2022 Q4	$4.02M	Hold	30,000	–	–	4.64%	7
2022 Q3	$3.13M	Hold	30,000	–	–	3.57%	9
2022 Q2	$3.38M	Hold	30,000	–	–	3.54%	9
2022 Q1	$4.09M	Hold	30,000	–	–	3.39%	8
2021 Q4	$4.75M	Hold	30,000	–	–	3.67%	9
2021 Q3	$4.91M	Hold	30,000	–	–	3.98%	9
2021 Q2	$4.67M	Hold	30,000	–	–	3.6%	9
2021 Q1	$4.57M	Hold	30,000	–	–	3.61%	10
2020 Q4	$3.81M	Hold	30,000	–	–	2.98%	11
2020 Q3	$2.89M	Hold	30,000	–	–	2.44%	14
2020 Q2	$2.82M	Sell	30,000 -5,000	-14%	-$474K	2.48%	9
2020 Q1	$3.15M	Hold	35,000	–	–	3.23%	9
2019 Q4	$4.88M	Hold	35,000	–	–	3.64%	11
2019 Q3	$4.12M	Hold	35,000	–	–	2.96%	11
2019 Q2	$3.91M	Hold	35,000	–	–	2.68%	13
2019 Q1	$3.54M	Hold	35,000	–	–	2.55%	14
2018 Q4	$3.42M	Sell	35,000 -5,000	-13%	-$533K	2.67%	13
2018 Q3	$4.51M	Hold	40,000	–	–	2.75%	14
2018 Q2	$4.17M	Hold	40,000	–	–	2.17%	19
2018 Q1	$4.4M	Hold	40,000	–	–	2.35%	16
2017 Q4	$4.29M	Hold	40,000	–	–	2.22%	20
2017 Q3	$3.82M	Hold	40,000	–	–	2.07%	20
2017 Q2	$3.66M	Hold	40,000	–	–	2.06%	20
2017 Q1	$3.51M	Hold	40,000	–	–	2.03%	16
2016 Q4	$3.45M	Hold	40,000	–	–	2.13%	15
2016 Q3	$2.66M	Hold	40,000	–	–	1.71%	15
2016 Q2	$2.49M	Hold	40,000	–	–	1.57%	13
2016 Q1	$2.37M	Hold	40,000	–	–	1.47%	18
2015 Q4	$2.64M	Hold	40,000	–	–	1.55%	15
2015 Q3	$2.44M	Hold	40,000	–	–	1.5%	16
2015 Q2	$2.71M	Hold	40,000	–	–	1.54%	18
2015 Q1	$2.42M	Sell	40,000 -15,000	-27%	-$888K	1.29%	22
2014 Q4	$3.44M	Hold	55,000	–	–	1.78%	18
2014 Q3	$3.31M	Hold	55,000	–	–	1.74%	17
2014 Q2	$3.17M	Hold	55,000	–	–	1.66%	13
2014 Q1	$3.34M	Sell	55,000 -7,000	-11%	-$405K	1.8%	12
2013 Q4	$3.63M	Hold	62,000	–	–	2.1%	12
2013 Q3	$3.21M	Hold	62,000	–	–	2.48%	10
2013 Q2	$3.27M	Buy	+62,000	New	+$3.15M	2.92%	3

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Monetta Financial Services's JPM Position: Q1 2026 in Review

Monetta Financial Services reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2026, selling an estimated $910K and leaving 15,000 shares worth $4.41M. The position accounts for 3.42% of the portfolio, ranked #7.

Monetta Financial Services first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.41M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Monetta Financial Services held 15,000 shares of JPMorgan Chase worth $4.41M as of Q1 2026.
Monetta Financial Services sold 3,000 JPMorgan Chase shares in Q1 2026, an estimated $910K.
JPMorgan Chase made up 3.42% of Monetta Financial Services's portfolio in Q1 2026, its #7 holding.
Monetta Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Monetta Financial Services's JPMorgan Chase position peaked at $7.41M in Q3 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Monetta Financial Services's 13F filing for Q1 2026, filed 13 May 2026.