MOTCO’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.2M | Sell |
82,422
-782
| -0.9% | -$237K | 2.24% | 7 |
|
|
2025
Q4 | $26.8M | Sell |
83,204
-1,393
| -2% | -$431K | 2.43% | 4 |
|
|
2025
Q3 | $26.7M | Sell |
84,597
-1,879
| -2% | -$559K | 2.44% | 5 |
|
|
2025
Q2 | $25.6M | Sell |
86,476
-1,634
| -2% | -$417K | 2.45% | 4 |
|
|
2025
Q1 | $21.6M | Sell |
88,110
-6,569
| -7% | -$1.67M | 2.28% | 4 |
|
|
2024
Q4 | $22.7M | Sell |
94,679
-3,266
| -3% | -$761K | 2.33% | 5 |
|
|
2024
Q3 | $20.7M | Sell |
97,945
-8,022
| -8% | -$1.69M | 2.06% | 5 |
|
|
2024
Q2 | $21.4M | Sell |
105,967
-609
| -0.6% | -$119K | 1.27% | 16 |
|
|
2024
Q1 | $21.3M | Sell |
106,576
-2,875
| -3% | -$519K | 1.28% | 14 |
|
|
2023
Q4 | $18.6M | Sell |
109,451
-7,791
| -7% | -$1.18M | 1.19% | 18 |
|
|
2023
Q3 | $17M | Sell |
117,242
-2,346
| -2% | -$352K | 1.16% | 16 |
|
|
2023
Q2 | $17.4M | Sell |
119,588
-2,251
| -2% | -$310K | 1.14% | 18 |
|
|
2023
Q1 | $15.9M | Buy |
121,839
+989
| +0.8% | +$136K | 1.08% | 19 |
|
|
2022
Q4 | $16.2M | Sell |
120,850
-3,830
| -3% | -$485K | 1.2% | 18 |
|
|
2022
Q3 | $13M | Buy |
124,680
+675
| +0.5% | +$77.5K | 1.03% | 19 |
|
|
2022
Q2 | $14M | Buy |
124,005
+5,313
| +4% | +$658K | 1.05% | 20 |
|
|
2022
Q1 | $16.2M | Buy |
118,692
+2,038
| +2% | +$301K | 1.05% | 18 |
|
|
2021
Q4 | $18.5M | Sell |
116,654
-1,433
| -1% | -$235K | 1.14% | 16 |
|
|
2021
Q3 | $19.3M | Buy |
118,087
+61
| +0.1% | +$9.56K | 1.26% | 12 |
|
|
2021
Q2 | $18.4M | Buy |
118,026
+2,456
| +2% | +$386K | 1.2% | 12 |
|
|
2021
Q1 | $17.6M | Sell |
115,570
-3,581
| -3% | -$515K | 1.24% | 12 |
|
|
2020
Q4 | $15.1M | Sell |
119,151
-3,665
| -3% | -$410K | 1.11% | 13 |
|
|
2020
Q3 | $11.8M | Buy |
122,816
+1,062
| +0.9% | +$104K | 0.95% | 22 |
|
|
2020
Q2 | $11.5M | Buy |
121,754
+9,511
| +8% | +$902K | 0.99% | 24 |
|
|
2020
Q1 | $10.1M | Buy |
112,243
+2,237
| +2% | +$272K | 1.01% | 23 |
|
|
2019
Q4 | $15.3M | Sell |
110,006
-2,038
| -2% | -$261K | 1.29% | 13 |
|
|
2019
Q3 | $13.2M | Buy |
112,044
+3,602
| +3% | +$407K | 1.18% | 14 |
|
|
2019
Q2 | $12.1M | Buy |
108,442
+3,293
| +3% | +$363K | 1.13% | 16 |
|
|
2019
Q1 | $10.6M | Buy |
105,149
+3,454
| +3% | +$356K | 1.06% | 18 |
|
|
2018
Q4 | $9.93M | Sell |
101,695
-103
| -0.1% | -$11K | 1.1% | 18 |
|
|
2018
Q3 | $11.5M | Buy |
101,798
+268
| +0.3% | +$30.4K | 1.14% | 17 |
|
|
2018
Q2 | $10.6M | Sell |
101,530
-2,894
| -3% | -$317K | 1.09% | 18 |
|
|
2018
Q1 | $11.5M | Sell |
104,424
-5,558
| -5% | -$629K | 1.18% | 16 |
|
|
2017
Q4 | $11.8M | Sell |
109,982
-4,297
| -4% | -$435K | 1.19% | 16 |
|
|
2017
Q3 | $10.9M | Sell |
114,279
-4,444
| -4% | -$410K | 1.12% | 17 |
|
|
2017
Q2 | $10.9M | Buy |
118,723
+301
| +0.3% | +$26K | 1.13% | 16 |
|
|
2017
Q1 | $10.4M | Sell |
118,422
-4,596
| -4% | -$405K | 1.13% | 17 |
|
|
2016
Q4 | $10.6M | Sell |
123,018
-2,837
| -2% | -$216K | 1.18% | 15 |
|
|
2016
Q3 | $8.38M | Buy |
125,855
+316
| +0.3% | +$20.6K | 0.93% | 22 |
|
|
2016
Q2 | $7.8M | Buy |
125,539
+4,146
| +3% | +$259K | 0.86% | 32 |
|
|
2016
Q1 | $7.19M | Buy |
121,393
+41,657
| +52% | +$2.43M | 0.81% | 31 |
|
|
2015
Q4 | $5.26M | Sell |
79,736
-476
| -0.6% | -$31K | 0.62% | 49 |
|
|
2015
Q3 | $4.89M | Sell |
80,212
-2,048
| -2% | -$134K | 0.59% | 53 |
|
|
2015
Q2 | $5.57M | Sell |
82,260
-1,414
| -2% | -$92.3K | 0.64% | 50 |
|
|
2015
Q1 | $5.07M | Sell |
83,674
-6,435
| -7% | -$381K | 0.57% | 60 |
|
|
2014
Q4 | $5.64M | Buy |
90,109
+2,245
| +3% | +$135K | 0.6% | 55 |
|
|
2014
Q3 | $5.29M | Buy |
87,864
+619
| +0.7% | +$36.2K | 0.56% | 59 |
|
|
2014
Q2 | $5.03M | Buy |
87,245
+131
| +0.2% | +$7.37K | 0.55% | 62 |
|
|
2014
Q1 | $5.29M | Sell |
87,114
-750
| -0.9% | -$43.3K | 0.61% | 53 |
|
|
2013
Q4 | $5.14M | Buy |
87,864
+1,997
| +2% | +$109K | 0.59% | 53 |
|
|
2013
Q3 | $4.44M | Buy |
85,867
+878
| +1% | +$47.1K | 0.54% | 54 |
|
|
2013
Q2 | $4.49M | Buy |
+84,989
| New | +$4.32M | 0.57% | 51 |
|
Other funds holding JPM
VCM
VPM
MOTCO's JPM Position: Q1 2026 in Review
MOTCO reduced its JPMorgan Chase (JPM) stake by 0.94% in Q1 2026, selling an estimated $237K and leaving 82,422 shares worth $24.2M. The position accounts for 2.24% of the portfolio, ranked #7.
MOTCO first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.8M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- MOTCO held 82,422 shares of JPMorgan Chase worth $24.2M as of Q1 2026.
- MOTCO sold 782 JPMorgan Chase shares in Q1 2026, an estimated $237K.
- JPMorgan Chase made up 2.24% of MOTCO's portfolio in Q1 2026, its #7 holding.
- MOTCO first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- MOTCO's JPMorgan Chase position peaked at $26.8M in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.