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Mount Vernon Associates’s JPMorgan Chase JPM Stock Holding History

Mount Vernon Associates’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 		$7.56M Sell
23,084
-1,560
-6% -$484K 4.93% 6
2026
Q1 		$7.25M Buy
24,644
+383
+2% +$116K 5.12% 7
2025
Q4 		$7.82M Sell
24,261
-96
-0.4% -$29.7K 5.26% 7
2025
Q3 		$7.68M Sell
24,357
-415
-2% -$123K 5.36% 7
2025
Q2 		$7.18M Sell
24,772
-212
-0.8% -$54.1K 5.19% 7
2025
Q1 		$6.13M Buy
24,984
+72
+0.3% +$18.4K 5% 7
2024
Q4 		$5.97M Sell
24,912
-155
-0.6% -$36.1K 4.65% 7
2024
Q3 		$5.29M Buy
25,067
+210
+0.8% +$44.2K 4.19% 7
2024
Q2 		$5.03M Sell
24,857
-465
-2% -$90.9K 4.46% 7
2024
Q1 		$5.07M Sell
25,322
-40
-0.2% -$7.22K 4.3% 7
2023
Q4 		$4.31M Sell
25,362
-250
-1% -$37.9K 4.23% 7
2023
Q3 		$3.71M Buy
25,612
+110
+0.4% +$16.5K 4.11% 7
2023
Q2 		$3.71M Sell
25,502
-50
-0.2% -$6.88K 3.94% 7
2023
Q1 		$3.33M Sell
25,552
-550
-2% -$75.4K 3.94% 6
2022
Q4 		$3.5M Hold
26,102
– – 4.5% 6
2022
Q3 		$2.73M Buy
26,102
+40
+0.2% +$4.59K 3.55% 6
2022
Q2 		$2.94M Buy
26,062
+30
+0.1% +$3.72K 3.58% 6
2022
Q1 		$3.55M Buy
26,032
+300
+1% +$44.3K 3.44% 6
2021
Q4 		$4.08M Sell
25,732
-175
-0.7% -$28.7K 3.53% 9
2021
Q3 		$4.24M Buy
25,907
+475
+2% +$74.5K 3.89% 8
2021
Q2 		$3.96M Buy
25,432
+10
+0% +$1.57K 3.63% 8
2021
Q1 		$3.87M Hold
25,422
– – 3.8% 7
2020
Q4 		$3.23M Buy
25,422
+75
+0.3% +$8.38K 3.4% 8
2020
Q3 		$2.44M Sell
25,347
-150
-0.6% -$14.7K 2.92% 8
2020
Q2 		$2.4M Sell
25,497
-35
-0.1% -$3.32K 3.1% 9
2020
Q1 		$2.3M Buy
25,532
+383
+2% +$46.5K 3.86% 8
2019
Q4 		$3.51M Sell
25,149
-100
-0.4% -$12.8K 4.78% 5
2019
Q3 		$2.97M Sell
25,249
-370
-1% -$41.9K 4.45% 6
2019
Q2 		$2.86M Buy
25,619
+55
+0.2% +$6.06K 4.26% 6
2019
Q1 		$2.59M Sell
25,564
-393
-2% -$40.5K 3.95% 6
2018
Q4 		$2.53M Buy
25,957
+75
+0.3% +$7.99K 4.46% 6
2018
Q3 		$2.92M Sell
25,882
-422
-2% -$47.9K 4.3% 6
2018
Q2 		$2.74M Sell
26,304
-1,000
-4% -$110K 4.27% 6
2018
Q1 		$3M Hold
27,304
– – 4.64% 3
2017
Q4 		$2.92M Sell
27,304
-550
-2% -$55.7K 4.4% 3
2017
Q3 		$2.66M Buy
27,854
+600
+2% +$55.3K 4.4% 3
2017
Q2 		$2.49M Buy
27,254
+316
+1% +$27.3K 4.47% 3
2017
Q1 		$2.37M Buy
26,938
+300
+1% +$26.5K 4.35% 2
2016
Q4 		$2.3M Buy
26,638
+300
+1% +$22.9K 4.52% 2
2016
Q3 		$1.75M Buy
26,338
+700
+3% +$45.6K 3.63% 4
2016
Q2 		$1.59M Buy
25,638
+1,039
+4% +$64.9K 3.4% 6
2016
Q1 		$1.46M Sell
24,599
-200
-0.8% -$11.7K 3.23% 5
2015
Q4 		$1.64M Buy
24,799
+100
+0.4% +$6.51K 3.58% 3
2015
Q3 		$1.51M Buy
24,699
+100
+0.4% +$6.55K 3.49% 4
2015
Q2 		$1.67M Hold
24,599
– – 3.6% 3
2015
Q1 		$1.49M Buy
24,599
+2,250
+10% +$133K 3.22% 5
2014
Q4 		$1.4M Buy
22,349
+300
+1% +$18.1K 3.21% 5
2014
Q3 		$1.33M Buy
22,049
+500
+2% +$29.2K 3.31% 3
2014
Q2 		$1.24M Sell
21,549
-50
-0.2% -$2.81K 3.16% 5
2014
Q1 		$1.31M Buy
21,599
+50
+0.2% +$2.89K 3.43% 4
2013
Q4 		$1.26M Buy
21,549
+100
+0.5% +$5.48K 3.3% 6
2013
Q3 		$1.11M Sell
21,449
-39,900
-65% -$2.14M 3.38% 6
2013
Q2 		$3.24M Buy
+61,349
New +$3.12M 3.49% 7

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mount Vernon Associates's JPM Position: Q2 2026 in Review

Mount Vernon Associates reduced its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, selling an estimated $484K and leaving 23,084 shares worth $7.56M. The position accounts for 4.93% of the portfolio, ranked #6.

Mount Vernon Associates first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.82M in Q4 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mount Vernon Associates held 23,084 shares of JPMorgan Chase worth $7.56M as of Q2 2026.
  • Mount Vernon Associates sold 1,560 JPMorgan Chase shares in Q2 2026, an estimated $484K.
  • JPMorgan Chase made up 4.93% of Mount Vernon Associates's portfolio in Q2 2026, its #6 holding.
  • Mount Vernon Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Mount Vernon Associates's JPMorgan Chase position peaked at $7.82M in Q4 2025.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.