MQS Management’s JPMorgan Chase JPM Stock Holding History

MQS 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 Q3	$471K	Buy	+1,424	New	+$498K	0.28%	128
2025 Q2	–	Sell	-2,331	Closed	-$572K	–	561
2025 Q1	$572K	Buy	+2,331	New	+$594K	0.33%	91
2024 Q1	–	Sell	-3,592	Closed	-$611K	–	576
2023 Q4	$611K	Buy	+3,592	New	+$544K	0.34%	77
2023 Q3	–	Sell	-3,843	Closed	-$559K	–	531
2023 Q2	$559K	Buy	3,843 +1,905	+98%	+$262K	0.38%	63
2023 Q1	$253K	Buy	+1,938	New	+$266K	0.16%	278
2022 Q3	–	Sell	-7,423	Closed	-$836K	–	507
2022 Q2	$836K	Buy	+7,423	New	+$920K	0.57%	18

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MQS Management's JPM Position: Q3 2026 in Review

MQS Management opened a new position in JPMorgan Chase (JPM) in Q3 2026: 1,424 shares worth $471K. The stake represents 0.28% of the portfolio and ranks #128 among its holdings. This is a return to the name: MQS Management previously reported a position in JPM as recently as Q1 2025.

MQS Management first reported a position in JPM in Q2 2022 and has held it in 6 quarters since. The position peaked at $836K in Q2 2022. 3,464 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

MQS Management held 1,424 shares of JPMorgan Chase worth $471K as of Q3 2026.
JPMorgan Chase was a new MQS Management position in Q3 2026.
JPMorgan Chase made up 0.28% of MQS Management's portfolio in Q3 2026, its #128 holding.
MQS Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 6 quarters since.
MQS Management's JPMorgan Chase position peaked at $836K in Q2 2022.
3,464 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MQS Management's 13F filing for Q3 2026, filed 6 Nov 2026.