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Moody Aldrich Partners’s JPMorgan Chase JPM Stock Holding History

Moody Aldrich Partners’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 		– Sell
-2,324
Closed -$684K – 199
2026
Q1 		$684K Buy
2,324
+51
+2% +$15.5K 0.12% 124
2025
Q4 		$733K Sell
2,273
-10
-0.4% -$3.1K 0.14% 124
2025
Q3 		$720K Sell
2,283
-310
-12% -$92.2K 0.14% 116
2025
Q2 		$752K Hold
2,593
– – 0.15% 114
2025
Q1 		$636K Buy
2,593
+233
+10% +$59.4K 0.13% 117
2024
Q4 		$566K Sell
2,360
-281
-11% -$65.4K 0.1% 127
2024
Q3 		$557K Sell
2,641
-128
-5% -$27K 0.1% 125
2024
Q2 		$560K Buy
2,769
+6
+0.2% +$1.17K 0.11% 124
2024
Q1 		$553K Sell
2,763
-65
-2% -$11.7K 0.09% 136
2023
Q4 		$481K Buy
2,828
+187
+7% +$28.3K 0.09% 134
2023
Q3 		$383K Buy
+2,641
New +$396K 0.07% 144

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

Moody Aldrich Partners's JPM Position: Q2 2026 in Review

Moody Aldrich Partners sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 2,324 shares — an estimated $684K sold.

Moody Aldrich Partners first reported a position in JPM in Q3 2023 and held it in 11 quarters. The position peaked at $752K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Moody Aldrich Partners reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Moody Aldrich Partners sold 2,324 JPMorgan Chase shares in Q2 2026, an estimated $684K.
  • Moody Aldrich Partners first reported a position in JPMorgan Chase in Q3 2023 and held it in 11 quarters.
  • Moody Aldrich Partners's JPMorgan Chase position peaked at $752K in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.