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Monument Capital Management’s JPMorgan Chase JPM Stock Holding History

Monument 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 		$3.95M Buy
12,063
+543
+5% +$169K 0.79% 44
2026
Q1 		$3.39M Sell
11,520
-931
-7% -$283K 0.85% 47
2025
Q4 		$4.01M Sell
12,451
-193
-2% -$59.8K 1% 37
2025
Q3 		$3.99M Sell
12,644
-897
-7% -$267K 1% 34
2025
Q2 		$3.93M Sell
13,541
-431
-3% -$110K 1.02% 30
2025
Q1 		$3.43M Sell
13,972
-196
-1% -$50K 1.05% 30
2024
Q4 		$3.4M Buy
14,168
+108
+0.8% +$25.2K 0.94% 30
2024
Q3 		$2.96M Sell
14,060
-272
-2% -$57.3K 0.82% 42
2024
Q2 		$2.9M Buy
14,332
+1,868
+15% +$365K 0.85% 38
2024
Q1 		$2.5M Buy
12,464
+2,136
+21% +$385K 0.72% 53
2023
Q4 		$1.76M Buy
10,328
+3,972
+62% +$602K 0.57% 61
2023
Q3 		$922K Buy
6,356
+2,482
+64% +$372K 0.31% 75
2023
Q2 		$563K Buy
3,874
+1,867
+93% +$257K 0.18% 93
2023
Q1 		$262K Buy
+2,007
New +$275K 0.09% 126
2022
Q3 		– Sell
-2,956
Closed -$333K – 156
2022
Q2 		$333K Sell
2,956
-6
-0.2% -$743 0.13% 111
2022
Q1 		$404K Sell
2,962
-3,376
-53% -$498K 0.13% 104
2021
Q4 		$1M Buy
6,338
+1,488
+31% +$244K 0.31% 81
2021
Q3 		$794K Buy
4,850
+2,195
+83% +$344K 0.27% 86
2021
Q2 		$413K Buy
+2,655
New +$417K 0.14% 105

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Monument Capital Management increased its JPMorgan Chase (JPM) stake by 4.7% in Q2 2026, buying an estimated $169K and bringing the position to 12,063 shares worth $3.95M. The position accounts for 0.79% of the portfolio, ranked #44.

Monument Capital Management first reported a position in JPM in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.01M in Q4 2025. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Monument Capital Management held 12,063 shares of JPMorgan Chase worth $3.95M as of Q2 2026.
  • Monument Capital Management bought 543 JPMorgan Chase shares in Q2 2026, an estimated $169K.
  • JPMorgan Chase made up 0.79% of Monument Capital Management's portfolio in Q2 2026, its #44 holding.
  • Monument Capital Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 19 quarters since.
  • Monument Capital Management's JPMorgan Chase position peaked at $4.01M in Q4 2025.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.