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 – 4658
2016
Q2 		$5.95M Hold
100,000
– – ﹤0.01% 2171
2016
Q1 		$6.66M Buy
+100,000
New +$5.67M ﹤0.01% 2033

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JP Morgan Chase's HY Position: Q2 2026 in Review

JP Morgan Chase reduced its Hyster-Yale Materials Handling (HY) stake by 62% in Q2 2026, selling an estimated $1.17M and leaving 19,956 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #4911.

JP Morgan Chase first reported a position in HY in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.2M in Q1 2014. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • JP Morgan Chase held 19,956 shares of Hyster-Yale Materials Handling worth $683K as of Q2 2026.
  • JP Morgan Chase sold 32,247 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $1.17M.
  • Hyster-Yale Materials Handling made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4911 holding.
  • JP Morgan Chase first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Hyster-Yale Materials Handling position peaked at $25.2M in Q1 2014.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.