MFAM
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Motley Fool Asset Management’s JPMorgan Chase JPM Stock Holding History

Motley Fool Asset 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 		$61.6M Sell
188,228
-24,940
-12% -$7.75M 2.38% 10
2026
Q1 		$62.7M Buy
213,168
+87,301
+69% +$26.5M 2.7% 8
2025
Q4 		$40.6M Sell
125,867
-64,018
-34% -$19.8M 1.58% 15
2025
Q3 		$59.9M Buy
189,885
+43,911
+30% +$13.1M 2.47% 9
2025
Q2 		$42.3M Buy
145,974
+15,910
+12% +$4.06M 1.95% 13
2025
Q1 		$31.9M Sell
130,064
-1,924
-1% -$491K 1.79% 15
2024
Q4 		$31.6M Buy
131,988
+17,488
+15% +$4.07M 1.65% 13
2024
Q3 		$23.7M Buy
114,500
+3,009
+3% +$634K 1.4% 17
2024
Q2 		$22.9M Buy
111,491
+26,392
+31% +$5.16M 1.52% 15
2024
Q1 		$17M Buy
85,099
+5,491
+7% +$991K 1.1% 20
2023
Q4 		$13.5M Buy
79,608
+3,967
+5% +$601K 1.01% 27
2023
Q3 		$11M Buy
75,641
+5,764
+8% +$864K 0.88% 33
2023
Q2 		$10.2M Buy
69,877
+5,267
+8% +$724K 0.9% 33
2023
Q1 		$8.42M Sell
64,610
-687
-1% -$94.1K 0.93% 38
2022
Q4 		$8.76M Sell
65,297
-2,016
-3% -$255K 0.99% 33
2022
Q3 		$7.03M Buy
67,313
+190
+0.3% +$21.8K 0.69% 48
2022
Q2 		$7.56M Sell
67,123
-3,944
-6% -$489K 0.71% 47
2022
Q1 		$9.69M Buy
+71,067
New +$10.5M 0.71% 43
2019
Q2 		– Sell
-53,473
Closed -$5.41M – 175
2019
Q1 		$5.41M Buy
53,473
+8,463
+19% +$872K 0.63% 57
2018
Q4 		$4.39M Buy
45,010
+849
+2% +$90.5K 0.61% 57
2018
Q3 		$4.98M Buy
44,161
+7,703
+21% +$874K 0.61% 50
2018
Q2 		$3.8M Buy
+36,458
New +$4M 0.51% 55

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

Motley Fool Asset Management's JPM Position: Q2 2026 in Review

Motley Fool Asset Management reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $7.75M and leaving 188,228 shares worth $61.6M. The position accounts for 2.38% of the portfolio, ranked #10.

Motley Fool Asset Management first reported a position in JPM in Q2 2018 and has held it in 22 quarters since. The position peaked at $62.7M in Q1 2026. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Motley Fool Asset Management held 188,228 shares of JPMorgan Chase worth $61.6M as of Q2 2026.
  • Motley Fool Asset Management sold 24,940 JPMorgan Chase shares in Q2 2026, an estimated $7.75M.
  • JPMorgan Chase made up 2.38% of Motley Fool Asset Management's portfolio in Q2 2026, its #10 holding.
  • Motley Fool Asset Management first reported a position in JPMorgan Chase in Q2 2018 and has held it in 22 quarters since.
  • Motley Fool Asset Management's JPMorgan Chase position peaked at $62.7M in Q1 2026.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.