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 Q2	$753K	Buy	2,301 +1,015	+79%	+$315K	0.43%	35
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MontVue Capital Management's JPM Position: Q2 2026 in Review

MontVue Capital Management increased its JPMorgan Chase (JPM) stake by 79% in Q2 2026, buying an estimated $315K and bringing the position to 2,301 shares worth $753K. The position accounts for 0.43% of the portfolio, ranked #35.

MontVue Capital Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

MontVue Capital Management held 2,301 shares of JPMorgan Chase worth $753K as of Q2 2026.
MontVue Capital Management bought 1,015 JPMorgan Chase shares in Q2 2026, an estimated $315K.
JPMorgan Chase made up 0.43% of MontVue Capital Management's portfolio in Q2 2026, its #35 holding.
MontVue Capital Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.