Morningstar Investment Management’s JPMorgan Chase JPM Stock Holding History

Morningstar Investment 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	–	Sell	-956	Closed	-$308K	–	348
2025 Q4	$308K	Sell	956 -63,037	-99%	-$19.5M	0.02%	305
2025 Q3	$20.2M	Buy	63,993 +61,194	+2,186%	+$18.2M	0.74%	19
2025 Q2	$811K	Buy	+2,799	New	+$714K	0.07%	84
2025 Q1	–	Sell	-2,852	Closed	-$684K	–	149
2024 Q4	$684K	Sell	2,852 -7,017	-71%	-$1.63M	0.05%	102
2024 Q3	$2.19M	Sell	9,869 -6,075	-38%	-$1.28M	0.22%	44
2024 Q2	$3.23M	Sell	15,944 -2,687	-14%	-$525K	0.34%	34
2024 Q1	$3.73M	Buy	18,631 +680	+4%	+$123K	0.4%	30
2023 Q4	$3.05M	Buy	+17,951	New	+$2.72M	0.35%	34

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

Morningstar Investment Management's JPM Position: Q1 2026 in Review

Morningstar Investment Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 956 shares — an estimated $308K sold.

Morningstar Investment Management first reported a position in JPM in Q4 2023 and held it in 8 quarters. The position peaked at $20.2M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Morningstar Investment Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Morningstar Investment Management sold 956 JPMorgan Chase shares in Q1 2026, an estimated $308K.
Morningstar Investment Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 8 quarters.
Morningstar Investment Management's JPMorgan Chase position peaked at $20.2M in Q3 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.