JP Morgan Chase
HY icon

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
2016
Q3 		– Sell
-100,000
Closed -$5.95M – 4657
2016
Q2 		$5.95M Hold
100,000
– – ﹤0.01% 2170
2016
Q1 		$6.66M Buy
+100,000
New +$5.67M ﹤0.01% 2032

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.