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Montis Financial’s JPMorgan Chase JPM Stock Holding History

Montis Financial’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 		$2.17M Buy
6,620
+9
+0.1% +$2.79K 0.44% 40
2026
Q1 		$1.94M Buy
6,611
+34
+0.5% +$10.3K 0.4% 42
2025
Q4 		$2.12M Buy
6,577
+469
+8% +$145K 0.42% 40
2025
Q3 		$1.93M Buy
6,108
+2,875
+89% +$855K 0.44% 42
2025
Q2 		$937K Sell
3,233
-245
-7% -$62.5K 0.26% 54
2025
Q1 		$853K Sell
3,478
-92
-3% -$23.5K 0.25% 54
2024
Q4 		$856K Buy
3,570
+716
+25% +$167K 0.26% 55
2024
Q3 		$602K Buy
2,854
+325
+13% +$68.5K 0.21% 55
2024
Q2 		$512K Sell
2,529
-1
-0% -$196 0.23% 47
2024
Q1 		$507K Buy
2,530
+5
+0.2% +$902 0.24% 46
2023
Q4 		$430K Sell
2,525
-104
-4% -$15.8K 0.26% 44
2023
Q3 		$381K Sell
2,629
-771
-23% -$116K 0.26% 39
2023
Q2 		$494K Sell
3,400
-145
-4% -$19.9K 0.33% 33
2023
Q1 		$462K Sell
3,545
-53
-1% -$7.26K 0.36% 31
2022
Q4 		$483K Sell
3,598
-23
-0.6% -$2.91K 0.41% 31
2022
Q3 		$378K Buy
3,621
+57
+2% +$6.54K 0.36% 35
2022
Q2 		$401K Sell
3,564
-127
-3% -$15.7K 0.38% 35
2022
Q1 		$503K Sell
3,691
-1,605
-30% -$237K 0.39% 32
2021
Q4 		$839K Buy
5,296
+1,615
+44% +$265K 0.61% 22
2021
Q3 		$615K Buy
3,681
+46
+1% +$7.21K 0.52% 26
2021
Q2 		$565K Sell
3,635
-35
-1% -$5.5K 0.47% 30
2021
Q1 		$564K Sell
3,670
-846
-19% -$122K 0.53% 30
2020
Q4 		$577K Buy
+4,516
New +$505K 0.58% 27

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

Montis Financial's JPM Position: Q2 2026 in Review

Montis Financial increased its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, buying an estimated $2.79K and bringing the position to 6,620 shares worth $2.17M. The position accounts for 0.44% of the portfolio, ranked #40.

Montis Financial first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Montis Financial held 6,620 shares of JPMorgan Chase worth $2.17M as of Q2 2026.
  • Montis Financial bought 9 JPMorgan Chase shares in Q2 2026, an estimated $2.79K.
  • JPMorgan Chase made up 0.44% of Montis Financial's portfolio in Q2 2026, its #40 holding.
  • Montis Financial first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.