MCC
JPM icon

Money Concepts Capital’s JPMorgan Chase JPM Stock Holding History

Money Concepts Capital’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 		$3.71M Sell
11,334
-17
-0.1% -$5.28K 0.17% 128
2026
Q1 		$3.34M Buy
11,351
+1,398
+14% +$424K 0.18% 123
2025
Q4 		$3.21M Buy
9,953
+98
+1% +$30.3K 0.18% 118
2025
Q3 		$3.11M Buy
9,855
+496
+5% +$148K 0.19% 112
2025
Q2 		$2.71M Sell
9,359
-1,615
-15% -$412K 0.18% 115
2025
Q1 		$2.69M Buy
10,974
+799
+8% +$204K 0.2% 118
2024
Q4 		$2.44M Sell
10,175
-1,212
-11% -$282K 0.18% 130
2024
Q3 		$2.4M Sell
11,387
-236
-2% -$49.7K 0.18% 124
2024
Q2 		$2.35M Buy
11,623
+352
+3% +$68.8K 0.2% 126
2024
Q1 		$2.26M Buy
11,271
+169
+2% +$30.5K 0.21% 130
2023
Q4 		$1.89M Sell
11,102
-599
-5% -$90.8K 0.18% 141
2023
Q3 		$1.7M Sell
11,701
-1,140
-9% -$171K 0.18% 144
2023
Q2 		$1.87M Sell
12,841
-18,610
-59% -$2.56M 0.19% 133
2023
Q1 		$4.13M Sell
31,451
-21,340
-40% -$2.92M 0.23% 86
2022
Q4 		$7.08M Buy
52,791
+24,688
+88% +$3.13M 0.32% 63
2022
Q3 		$2.94M Buy
28,103
+16,136
+135% +$1.85M 0.17% 112
2022
Q2 		$1.36M Sell
11,967
-14,007
-54% -$1.74M 0.12% 173
2022
Q1 		$3.54M Buy
25,974
+17,074
+192% +$2.52M 0.2% 104
2021
Q4 		$1.41M Buy
+8,900
New +$1.46M 0.12% 171
2021
Q1 		$1.12M Buy
7,372
+554
+8% +$79.7K 0.09% 205
2020
Q4 		$866K Buy
+6,818
New +$762K 0.08% 208

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Money Concepts Capital's JPM Position: Q2 2026 in Review

Money Concepts Capital reduced its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, selling an estimated $5.28K and leaving 11,334 shares worth $3.71M. The position accounts for 0.17% of the portfolio, ranked #128.

Money Concepts Capital first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.08M in Q4 2022. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Money Concepts Capital held 11,334 shares of JPMorgan Chase worth $3.71M as of Q2 2026.
  • Money Concepts Capital sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 0.17% of Money Concepts Capital's portfolio in Q2 2026, its #128 holding.
  • Money Concepts Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's JPMorgan Chase position peaked at $7.08M in Q4 2022.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.