JP Morgan Chase
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JP Morgan Chase’s Hyster-Yale Materials Handling HY Stock Holding History

JP Morgan Chase’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.66M Buy
52,203
+6,707
+15% +$230K ﹤0.01% 4248
2025
Q4 		$1.35M Sell
45,496
-3,855
-8% -$127K ﹤0.01% 4399
2025
Q3 		$1.82M Sell
49,351
-5,030
-9% -$196K ﹤0.01% 4155
2025
Q2 		$2.16M Buy
54,381
+6,793
+14% +$271K ﹤0.01% 3851
2025
Q1 		$1.98M Sell
47,588
-15,643
-25% -$778K ﹤0.01% 3875
2024
Q4 		$3.22M Buy
63,231
+39,415
+165% +$2.3M ﹤0.01% 3766
2024
Q3 		$1.52M Sell
23,816
-13,249
-36% -$864K ﹤0.01% 4210
2024
Q2 		$2.58M Sell
37,065
-10,167
-22% -$694K ﹤0.01% 3564
2024
Q1 		$3.03M Buy
47,232
+23,614
+100% +$1.52M ﹤0.01% 3506
2023
Q4 		$1.47M Buy
23,618
+13,026
+123% +$620K ﹤0.01% 4067
2023
Q3 		$472K Sell
10,592
-10,783
-50% -$499K ﹤0.01% 4524
2023
Q2 		$1.19M Sell
21,375
-12,198
-36% -$624K ﹤0.01% 3914
2023
Q1 		$1.68M Buy
33,573
+9,637
+40% +$353K ﹤0.01% 3662
2022
Q4 		$606K Buy
23,936
+5,767
+32% +$161K ﹤0.01% 4391
2022
Q3 		$391K Buy
18,169
+9,772
+116% +$305K ﹤0.01% 4607
2022
Q2 		$270K Sell
8,397
-2,178
-21% -$74.1K ﹤0.01% 4914
2022
Q1 		$353K Sell
10,575
-15,675
-60% -$620K ﹤0.01% 4895
2021
Q4 		$1.08M Buy
26,250
+7,866
+43% +$343K ﹤0.01% 4335
2021
Q3 		$924K Sell
18,384
-2,748
-13% -$169K ﹤0.01% 4371
2021
Q2 		$1.54M Sell
21,132
-16,093
-43% -$1.25M ﹤0.01% 3968
2021
Q1 		$3.24M Buy
37,225
+10,326
+38% +$903K ﹤0.01% 3334
2020
Q4 		$1.6M Buy
26,899
+22,851
+565% +$1.15M ﹤0.01% 3646
2020
Q3 		$152K Sell
4,048
-4,037
-50% -$159K ﹤0.01% 4500
2020
Q2 		$312K Buy
8,085
+4,167
+106% +$155K ﹤0.01% 4067
2020
Q1 		$157K Buy
3,918
+593
+18% +$29.9K ﹤0.01% 4367
2019
Q4 		$196K Sell
3,325
-25,300
-88% -$1.41M ﹤0.01% 4674
2019
Q3 		$1.57M Sell
28,625
-29,587
-51% -$1.64M ﹤0.01% 3565
2019
Q2 		$3.16M Sell
58,212
-18
-0% -$1K ﹤0.01% 3037
2019
Q1 		$3.63M Buy
58,230
+182
+0.3% +$12.3K ﹤0.01% 2861
2018
Q4 		$3.6M Sell
58,048
-1,082
-2% -$67.4K ﹤0.01% 2825
2018
Q3 		$3.64M Buy
59,130
+1,025
+2% +$64.8K ﹤0.01% 3008
2018
Q2 		$3.73M Sell
58,105
-10,883
-16% -$756K ﹤0.01% 2919
2018
Q1 		$4.82M Sell
68,988
-4,395
-6% -$348K ﹤0.01% 2608
2017
Q4 		$6.25M Sell
73,383
-34,346
-32% -$2.83M ﹤0.01% 2493
2017
Q3 		$8.25M Sell
107,729
-10,172
-9% -$714K ﹤0.01% 2144
2017
Q2 		$8.28M Buy
117,901
+45,467
+63% +$3.1M ﹤0.01% 2111
2017
Q1 		$4.08M Sell
72,434
-48,251
-40% -$2.92M ﹤0.01% 2572
2016
Q4 		$7.7M Sell
120,685
-48,761
-29% -$3M ﹤0.01% 2110
2016
Q3 		$10.2M Buy
169,446
+19
+0% +$1.08K ﹤0.01% 1779
2016
Q2 		$10.1M Sell
169,427
-54,741
-24% -$3.44M ﹤0.01% 1832
2016
Q1 		$14.9M Buy
224,168
+68
+0% +$3.86K ﹤0.01% 1527
2015
Q4 		$11.8M Sell
224,100
-327
-0.1% -$18.8K ﹤0.01% 1707
2015
Q3 		$13M Buy
224,427
+5,125
+2% +$327K ﹤0.01% 1557
2015
Q2 		$15.2M Buy
219,302
+1,442
+0.7% +$105K ﹤0.01% 1600
2015
Q1 		$16M Buy
217,860
+1,886
+0.9% +$128K ﹤0.01% 1597
2014
Q4 		$15.8M Sell
215,974
-3,246
-1% -$242K ﹤0.01% 1620
2014
Q3 		$15.7M Sell
219,220
-38,176
-15% -$3.04M ﹤0.01% 1604
2014
Q2 		$22.8M Sell
257,396
-649
-0.3% -$58.9K 0.01% 1260
2014
Q1 		$25.2M Buy
258,045
+21,611
+9% +$2.03M 0.01% 1197
2013
Q4 		$22M Buy
236,434
+31,627
+15% +$2.75M 0.01% 1268
2013
Q3 		$18.4M Buy
204,807
+6,436
+3% +$493K 0.01% 1381
2013
Q2 		$12.5M Buy
+198,371
New +$11.7M ﹤0.01% 1540

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

JP Morgan Chase's HY Position: Q1 2026 in Review

JP Morgan Chase increased its Hyster-Yale Materials Handling (HY) stake by 15% in Q1 2026, buying an estimated $230K and bringing the position to 52,203 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #4248.

JP Morgan Chase first reported a position in HY in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.2M in Q1 2014. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • JP Morgan Chase held 52,203 shares of Hyster-Yale Materials Handling worth $1.66M as of Q1 2026.
  • JP Morgan Chase bought 6,707 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $230K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4248 holding.
  • JP Morgan Chase first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Hyster-Yale Materials Handling position peaked at $25.2M in Q1 2014.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.