MontVue Capital Management’s JPMorgan Chase JPM Stock Holding History

MontVue Capital Management’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	$378K	Sell	1,286 -200	-13%	-$60.7K	0.26%	45
2025 Q4	$479K	Sell	1,486 -55	-4%	-$17K	0.32%	41
2025 Q3	$486K	Hold	1,541	–	–	0.33%	39
2025 Q2	$447K	Hold	1,541	–	–	0.32%	40
2025 Q1	$378K	Hold	1,541	–	–	0.3%	43
2024 Q4	$369K	Buy	1,541 +404	+36%	+$94.1K	0.28%	43
2024 Q3	$240K	Sell	1,137 -116	-9%	-$24.4K	0.18%	50
2024 Q2	$253K	Buy	+1,253	New	+$245K	0.2%	51

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

MontVue Capital Management's JPM Position: Q1 2026 in Review

MontVue Capital Management reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2026, selling an estimated $60.7K and leaving 1,286 shares worth $378K. The position accounts for 0.26% of the portfolio, ranked #45.

MontVue Capital Management first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $486K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

MontVue Capital Management held 1,286 shares of JPMorgan Chase worth $378K as of Q1 2026.
MontVue Capital Management sold 200 JPMorgan Chase shares in Q1 2026, an estimated $60.7K.
JPMorgan Chase made up 0.26% of MontVue Capital Management's portfolio in Q1 2026, its #45 holding.
MontVue Capital Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
MontVue Capital Management's JPMorgan Chase position peaked at $486K in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.