Montag & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.2M | Buy |
82,267
+2,786
| +4% | +$846K | 1.12% | 18 |
|
|
2025
Q4 | $25.6M | Sell |
79,481
-3,666
| -4% | -$1.14M | 1.17% | 17 |
|
|
2025
Q3 | $26.2M | Sell |
83,147
-1,491
| -2% | -$443K | 1.21% | 12 |
|
|
2025
Q2 | $24.5M | Sell |
84,638
-1,315
| -2% | -$336K | 1.2% | 14 |
|
|
2025
Q1 | $21.1M | Buy |
85,953
+26
| +0% | +$6.63K | 1.05% | 17 |
|
|
2024
Q4 | $20.6M | Sell |
85,927
-1,444
| -2% | -$336K | 0.98% | 23 |
|
|
2024
Q3 | $18.4M | Buy |
87,371
+367
| +0.4% | +$77.3K | 0.87% | 27 |
|
|
2024
Q2 | $17.6M | Buy |
87,004
+813
| +0.9% | +$159K | 0.89% | 27 |
|
|
2024
Q1 | $17.3M | Sell |
86,191
-742
| -0.9% | -$134K | 0.86% | 26 |
|
|
2023
Q4 | $14.8M | Sell |
86,933
-670
| -0.8% | -$102K | 0.82% | 28 |
|
|
2023
Q3 | $12.7M | Buy |
87,603
+617
| +0.7% | +$92.5K | 0.8% | 27 |
|
|
2023
Q2 | $12.7M | Sell |
86,986
-2,403
| -3% | -$331K | 0.78% | 27 |
|
|
2023
Q1 | $11.6M | Sell |
89,389
-1,105
| -1% | -$151K | 0.76% | 30 |
|
|
2022
Q4 | $12.1M | Sell |
90,494
-3,221
| -3% | -$408K | 0.81% | 25 |
|
|
2022
Q3 | $9.79M | Sell |
93,715
-4,739
| -5% | -$544K | 0.68% | 35 |
|
|
2022
Q2 | $11.1M | Buy |
98,454
+740
| +0.8% | +$91.7K | 0.72% | 31 |
|
|
2022
Q1 | $13.3M | Sell |
97,714
-7,854
| -7% | -$1.16M | 0.71% | 28 |
|
|
2021
Q4 | $16.7M | Buy |
105,568
+2,267
| +2% | +$372K | 0.82% | 25 |
|
|
2021
Q3 | $16.9M | Sell |
103,301
-1,719
| -2% | -$269K | 0.91% | 25 |
|
|
2021
Q2 | $16.3M | Sell |
105,020
-8,646
| -8% | -$1.36M | 0.87% | 24 |
|
|
2021
Q1 | $17.3M | Sell |
113,666
-424
| -0.4% | -$61K | 0.97% | 19 |
|
|
2020
Q4 | $14.5M | Buy |
114,090
+3,713
| +3% | +$415K | 0.89% | 24 |
|
|
2020
Q3 | $10.6M | Sell |
110,377
-1,870
| -2% | -$184K | 0.86% | 29 |
|
|
2020
Q2 | $10.6M | Buy |
112,247
+1,201
| +1% | +$114K | 0.92% | 24 |
|
|
2020
Q1 | $10M | Buy |
111,046
+6,922
| +7% | +$841K | 1% | 25 |
|
|
2019
Q4 | $14.5M | Buy |
104,124
+16,380
| +19% | +$2.1M | 1.16% | 19 |
|
|
2019
Q3 | $10.3M | Buy |
87,744
+4,152
| +5% | +$470K | 0.9% | 30 |
|
|
2019
Q2 | $9.35M | Buy |
83,592
+1,303
| +2% | +$144K | 0.83% | 31 |
|
|
2019
Q1 | $8.33M | Sell |
82,289
-7,880
| -9% | -$812K | 0.77% | 34 |
|
|
2018
Q4 | $8.8M | Sell |
90,169
-3,165
| -3% | -$337K | 0.95% | 27 |
|
|
2018
Q3 | $10.5M | Buy |
93,334
+11,913
| +15% | +$1.35M | 0.92% | 25 |
|
|
2018
Q2 | $8.48M | Sell |
81,421
-14,998
| -16% | -$1.65M | 0.87% | 29 |
|
|
2018
Q1 | $10.6M | Buy |
96,419
+3,824
| +4% | +$433K | 1.09% | 13 |
|
|
2017
Q4 | $9.9M | Buy |
92,595
+6,360
| +7% | +$644K | 0.96% | 19 |
|
|
2017
Q3 | $8.24M | Sell |
86,235
-6,505
| -7% | -$600K | 0.88% | 26 |
|
|
2017
Q2 | $8.48M | Sell |
92,740
-7,292
| -7% | -$629K | 0.95% | 22 |
|
|
2017
Q1 | $8.79M | Buy |
100,032
+3,425
| +4% | +$302K | 0.98% | 20 |
|
|
2016
Q4 | $8.34M | Buy |
96,607
+130
| +0.1% | +$9.91K | 0.99% | 25 |
|
|
2016
Q3 | $6.42M | Buy |
96,477
+14,410
| +18% | +$940K | 0.82% | 32 |
|
|
2016
Q2 | $5.1M | Buy |
82,067
+1,425
| +2% | +$89K | 0.67% | 42 |
|
|
2016
Q1 | $4.78M | Sell |
80,642
-3,889
| -5% | -$227K | 0.67% | 46 |
|
|
2015
Q4 | $5.58M | Buy |
84,531
+810
| +1% | +$52.7K | 0.82% | 39 |
|
|
2015
Q3 | $5.1M | Buy |
83,721
+17,525
| +26% | +$1.15M | 0.8% | 42 |
|
|
2015
Q2 | $4.49M | Buy |
66,196
+2,290
| +4% | +$150K | 0.65% | 53 |
|
|
2015
Q1 | $3.87M | Sell |
63,906
-129
| -0.2% | -$7.64K | 0.56% | 65 |
|
|
2014
Q4 | $4.01M | Buy |
64,035
+4,702
| +8% | +$283K | 0.6% | 57 |
|
|
2014
Q3 | $3.57M | Sell |
59,333
-1,487
| -2% | -$86.9K | 0.59% | 60 |
|
|
2014
Q2 | $3.5M | Buy |
60,820
+502
| +0.8% | +$28.2K | 0.57% | 58 |
|
|
2014
Q1 | $3.66M | Sell |
60,318
-7,747
| -11% | -$448K | 0.62% | 56 |
|
|
2013
Q4 | $3.98M | Buy |
68,065
+940
| +1% | +$51.5K | 0.68% | 47 |
|
|
2013
Q3 | $3.47M | Sell |
67,125
-42,382
| -39% | -$2.27M | 0.65% | 52 |
|
|
2013
Q2 | $5.78M | Buy |
+109,507
| New | +$5.57M | 1.18% | 20 |
|
Other funds holding JPM
VCM
VPM
Montag & Associates's JPM Position: Q1 2026 in Review
Montag & Associates increased its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, buying an estimated $846K and bringing the position to 82,267 shares worth $24.2M. The position accounts for 1.12% of the portfolio, ranked #18.
Montag & Associates first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.2M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Montag & Associates held 82,267 shares of JPMorgan Chase worth $24.2M as of Q1 2026.
- Montag & Associates bought 2,786 JPMorgan Chase shares in Q1 2026, an estimated $846K.
- JPMorgan Chase made up 1.12% of Montag & Associates's portfolio in Q1 2026, its #18 holding.
- Montag & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Montag & Associates's JPMorgan Chase position peaked at $26.2M in Q3 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.