Monte Financial Group’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
Q2 | $2.93M | Sell |
8,321
-75
| -0.9% | -$23.3K | 0.94% | 39 |
|
|
2026
Q1 | $2.47M | Hold |
8,396
| – | – | 0.88% | 39 |
|
|
2025
Q4 | $2.71M | Sell |
8,396
-159
| -2% | -$49.2K | 1.01% | 38 |
|
|
2025
Q3 | $2.7M | Sell |
8,555
-77
| -0.9% | -$22.9K | 0.99% | 38 |
|
|
2025
Q2 | $2.5M | Buy |
8,632
+77
| +0.9% | +$19.6K | 0.97% | 38 |
|
|
2025
Q1 | $1.98M | Buy |
8,555
+357
| +4% | +$91K | 0.87% | 37 |
|
|
2024
Q4 | $1.97M | Hold |
8,198
| – | – | 0.84% | 36 |
|
|
2024
Q3 | $1.73M | Hold |
8,198
| – | – | 0.72% | 37 |
|
|
2024
Q2 | $1.66M | Hold |
8,198
| – | – | 0.73% | 38 |
|
|
2024
Q1 | $1.64M | Hold |
8,198
| – | – | 0.72% | 35 |
|
|
2023
Q4 | $1.39M | Hold |
8,198
| – | – | 0.65% | 38 |
|
|
2023
Q3 | $1.19M | Hold |
8,198
| – | – | 0.6% | 38 |
|
|
2023
Q2 | $1.19M | Sell |
8,198
-1,938
| -19% | -$267K | 0.58% | 40 |
|
|
2023
Q1 | $1.32M | Hold |
10,136
| – | – | 0.7% | 35 |
|
|
2022
Q4 | $1.36M | Sell |
10,136
-32
| -0.3% | -$4.05K | 0.7% | 35 |
|
|
2022
Q3 | $1.06M | Buy |
10,168
+32
| +0.3% | +$3.67K | 0.65% | 34 |
|
|
2022
Q2 | $1.14M | Hold |
10,136
| – | – | 0.67% | 33 |
|
|
2022
Q1 | $1.38M | Sell |
10,136
-1,275
| -11% | -$188K | 0.74% | 34 |
|
|
2021
Q4 | $1.81M | Sell |
11,411
-100
| -0.9% | -$16.4K | 0.95% | 34 |
|
|
2021
Q3 | $1.88M | Hold |
11,511
| – | – | 1.08% | 34 |
|
|
2021
Q2 | $1.79M | Sell |
11,511
-4,040
| -26% | -$635K | 1.02% | 34 |
|
|
2021
Q1 | $2.37M | Sell |
15,551
-233
| -1% | -$33.5K | 1.45% | 31 |
|
|
2020
Q4 | $2.01M | Buy |
15,784
+108
| +0.7% | +$12.1K | 1.36% | 34 |
|
|
2020
Q3 | $1.51M | Sell |
15,676
-3,294
| -17% | -$323K | 1.14% | 35 |
|
|
2020
Q2 | $1.78M | Buy |
18,970
+1,278
| +7% | +$121K | 1.41% | 33 |
|
|
2020
Q1 | $1.59M | Hold |
17,692
| – | – | 1.54% | 31 |
|
|
2019
Q4 | $2.47M | Hold |
17,692
| – | – | 1.82% | 31 |
|
|
2019
Q3 | $2.08M | Sell |
17,692
-97
| -0.5% | -$11K | 1.68% | 31 |
|
|
2019
Q2 | $1.99M | Buy |
17,789
+289
| +2% | +$31.9K | 1.69% | 30 |
|
|
2019
Q1 | $1.77M | Sell |
17,500
-169
| -1% | -$17.4K | 1.55% | 31 |
|
|
2018
Q4 | $1.73M | Sell |
17,669
-138
| -0.8% | -$14.7K | 1.83% | 27 |
|
|
2018
Q3 | $2.01M | Sell |
17,807
-2,017
| -10% | -$229K | 1.88% | 27 |
|
|
2018
Q2 | $2.07M | Sell |
19,824
-2,908
| -13% | -$319K | 2.1% | 28 |
|
|
2018
Q1 | $2.5M | Sell |
22,732
-207
| -0.9% | -$23.4K | 2.61% | 16 |
|
|
2017
Q4 | $2.45M | Buy |
+22,939
| New | +$2.32M | 2.49% | 17 |
|
Other funds holding JPM
Monte Financial Group's JPM Position: Q2 2026 in Review
Monte Financial Group reduced its JPMorgan Chase (JPM) stake by 0.89% in Q2 2026, selling an estimated $23.3K and leaving 8,321 shares worth $2.93M. The position accounts for 0.94% of the portfolio, ranked #39.
Monte Financial Group first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Monte Financial Group held 8,321 shares of JPMorgan Chase worth $2.93M as of Q2 2026.
- Monte Financial Group sold 75 JPMorgan Chase shares in Q2 2026, an estimated $23.3K.
- JPMorgan Chase made up 0.94% of Monte Financial Group's portfolio in Q2 2026, its #39 holding.
- Monte Financial Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.