MV Capital Management’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
Q2 | $9.58M | Buy |
29,272
+360
| +1% | +$112K | 0.85% | 33 |
|
|
2026
Q1 | $8.5M | Buy |
28,912
+126
| +0.4% | +$38.2K | 0.83% | 31 |
|
|
2025
Q4 | $9.28M | Buy |
28,786
+365
| +1% | +$113K | 0.89% | 29 |
|
|
2025
Q3 | $8.96M | Buy |
28,421
+280
| +1% | +$83.3K | 0.86% | 30 |
|
|
2025
Q2 | $8.16M | Sell |
28,141
-522
| -2% | -$133K | 0.84% | 30 |
|
|
2025
Q1 | $7.03M | Sell |
28,663
-57
| -0.2% | -$14.5K | 0.75% | 31 |
|
|
2024
Q4 | $6.88M | Sell |
28,720
-254
| -0.9% | -$59.2K | 0.74% | 29 |
|
|
2024
Q3 | $6.11M | Buy |
28,974
+286
| +1% | +$60.2K | 0.65% | 30 |
|
|
2024
Q2 | $5.8M | Buy |
28,688
+192
| +0.7% | +$37.5K | 0.65% | 30 |
|
|
2024
Q1 | $5.71M | Sell |
28,496
-1,155
| -4% | -$208K | 0.65% | 31 |
|
|
2023
Q4 | $5.04M | Buy |
29,651
+241
| +0.8% | +$36.5K | 0.64% | 29 |
|
|
2023
Q3 | $4.27M | Buy |
29,410
+410
| +1% | +$61.5K | 0.57% | 33 |
|
|
2023
Q2 | $4.22M | Sell |
29,000
-1,614
| -5% | -$222K | 0.56% | 27 |
|
|
2023
Q1 | $3.99M | Buy |
30,614
+296
| +1% | +$40.6K | 0.56% | 27 |
|
|
2022
Q4 | $4.07M | Buy |
30,318
+364
| +1% | +$46.1K | 0.63% | 25 |
|
|
2022
Q3 | $3.13M | Buy |
29,954
+4,402
| +17% | +$505K | 0.54% | 27 |
|
|
2022
Q2 | $2.88M | Buy |
25,552
+392
| +2% | +$48.6K | 0.49% | 34 |
|
|
2022
Q1 | $3.43M | Buy |
25,160
+249
| +1% | +$36.8K | 0.52% | 32 |
|
|
2021
Q4 | $3.94M | Buy |
24,911
+1,448
| +6% | +$238K | 0.57% | 29 |
|
|
2021
Q3 | $3.84M | Buy |
23,463
+4,100
| +21% | +$643K | 0.63% | 30 |
|
|
2021
Q2 | $3.01M | Buy |
19,363
+1,235
| +7% | +$194K | 0.51% | 34 |
|
|
2021
Q1 | $2.76M | Buy |
18,128
+2,378
| +15% | +$342K | 0.5% | 33 |
|
|
2020
Q4 | $2M | Buy |
15,750
+2,481
| +19% | +$277K | 0.38% | 36 |
|
|
2020
Q3 | $1.28M | Buy |
13,269
+2,235
| +20% | +$219K | 0.27% | 44 |
|
|
2020
Q2 | $1.04M | Buy |
11,034
+2,275
| +26% | +$216K | 0.24% | 41 |
|
|
2020
Q1 | $789K | Buy |
8,759
+962
| +12% | +$117K | 0.21% | 45 |
|
|
2019
Q4 | $1.09M | Buy |
7,797
+464
| +6% | +$59.5K | 0.23% | 45 |
|
|
2019
Q3 | $863K | Buy |
7,333
+715
| +11% | +$80.9K | 0.2% | 49 |
|
|
2019
Q2 | $740K | Buy |
6,618
+486
| +8% | +$53.6K | 0.17% | 55 |
|
|
2019
Q1 | $621K | Buy |
6,132
+281
| +5% | +$28.9K | 0.15% | 58 |
|
|
2018
Q4 | $571K | Buy |
5,851
+277
| +5% | +$29.5K | 0.16% | 57 |
|
|
2018
Q3 | $629K | Sell |
5,574
-41
| -0.7% | -$4.65K | 0.16% | 48 |
|
|
2018
Q2 | $585K | Sell |
5,615
-1
| -0% | -$110 | 0.15% | 45 |
|
|
2018
Q1 | $618K | Sell |
5,616
-85
| -1% | -$9.62K | 0.16% | 44 |
|
|
2017
Q4 | $610K | Buy |
5,701
+1,354
| +31% | +$137K | 0.17% | 50 |
|
|
2017
Q3 | $415K | Sell |
4,347
-333
| -7% | -$30.7K | 0.12% | 59 |
|
|
2017
Q2 | $428K | Buy |
4,680
+429
| +10% | +$37K | 0.13% | 60 |
|
|
2017
Q1 | $373K | Sell |
4,251
-572
| -12% | -$50.5K | 0.12% | 65 |
|
|
2016
Q4 | $416K | Buy |
4,823
+306
| +7% | +$23.3K | 0.15% | 55 |
|
|
2016
Q3 | $301K | Sell |
4,517
-445
| -9% | -$29K | 0.11% | 63 |
|
|
2016
Q2 | $308K | Buy |
4,962
+543
| +12% | +$33.9K | 0.11% | 69 |
|
|
2016
Q1 | $262K | Buy |
4,419
+428
| +11% | +$25K | 0.11% | 73 |
|
|
2015
Q4 | $264K | Buy |
3,991
+1,366
| +52% | +$88.9K | 0.1% | 78 |
|
|
2015
Q3 | $160K | Buy |
2,625
+544
| +26% | +$35.6K | 0.07% | 85 |
|
|
2015
Q2 | $141K | Buy |
2,081
+379
| +22% | +$24.7K | 0.06% | 98 |
|
|
2015
Q1 | $103K | Hold |
1,702
| – | – | 0.04% | 111 |
|
|
2014
Q4 | $107K | Buy |
+1,702
| New | +$102K | 0.05% | 102 |
|
Other funds holding JPM
MV Capital Management's JPM Position: Q2 2026 in Review
MV Capital Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $112K and bringing the position to 29,272 shares worth $9.58M. The position accounts for 0.85% of the portfolio, ranked #33.
MV Capital Management first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- MV Capital Management held 29,272 shares of JPMorgan Chase worth $9.58M as of Q2 2026.
- MV Capital Management bought 360 JPMorgan Chase shares in Q2 2026, an estimated $112K.
- JPMorgan Chase made up 0.85% of MV Capital Management's portfolio in Q2 2026, its #33 holding.
- MV Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
- 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.