JP Morgan Chase
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JP Morgan Chase’s Medallion Financial MFIN Stock Holding History

JP Morgan Chase’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$199K Sell
23,524
-15,702
-40% -$154K ﹤0.01% 5474
2025
Q4 		$404K Buy
39,226
+32,525
+485% +$326K ﹤0.01% 5166
2025
Q3 		$67.7K Sell
6,701
-985
-13% -$10K ﹤0.01% 6111
2025
Q2 		$73.2K Sell
7,686
-1,439
-16% -$13K ﹤0.01% 5746
2025
Q1 		$79.5K Buy
9,125
+614
+7% +$5.42K ﹤0.01% 5678
2024
Q4 		$79.9K Buy
8,511
+296
+4% +$2.76K ﹤0.01% 5832
2024
Q3 		$66.9K Buy
8,215
+151
+2% +$1.2K ﹤0.01% 5880
2024
Q2 		$61.9K Sell
8,064
-38,764
-83% -$307K ﹤0.01% 5767
2024
Q1 		$370K Buy
46,828
+8,003
+21% +$71.9K ﹤0.01% 4986
2023
Q4 		$382K Buy
38,825
+18,079
+87% +$150K ﹤0.01% 4958
2023
Q3 		$146K Sell
20,746
-1,344
-6% -$11.1K ﹤0.01% 5264
2023
Q2 		$175K Buy
22,090
+8,516
+63% +$58.4K ﹤0.01% 5154
2023
Q1 		$104K Sell
13,574
-7,592
-36% -$61K ﹤0.01% 5407
2022
Q4 		$151K Sell
21,166
-5,124
-19% -$35.9K ﹤0.01% 5178
2022
Q3 		$184K Sell
26,290
-10,089
-28% -$72.2K ﹤0.01% 4998
2022
Q2 		$233K Buy
36,379
+4,182
+13% +$31.9K ﹤0.01% 4995
2022
Q1 		$273K Buy
32,197
+16,161
+101% +$125K ﹤0.01% 5016
2021
Q4 		$93K Buy
16,036
+6,817
+74% +$56.6K ﹤0.01% 5718
2021
Q3 		$72K Buy
9,219
+8,280
+882% +$70.5K ﹤0.01% 5719
2021
Q2 		$8K Buy
939
+914
+3,656% +$7.88K ﹤0.01% 6065
2021
Q1 		$0 Hold
25
– – ﹤0.01% 6230
2020
Q4 		$0 Sell
25
-14
-36% -$55 ﹤0.01% 5817
2020
Q3 		$0 Sell
39
-399
-91% -$1.17K ﹤0.01% 5652
2020
Q2 		$1K Sell
438
-6,179
-93% -$14.8K ﹤0.01% 5301
2020
Q1 		$12K Sell
6,617
-159
-2% -$884 ﹤0.01% 5030
2019
Q4 		$49K Buy
6,776
+11
+0.2% +$72 ﹤0.01% 5132
2019
Q3 		$43K Buy
6,765
+151
+2% +$815 ﹤0.01% 5237
2019
Q2 		$42K Buy
6,614
+4,414
+201% +$30.3K ﹤0.01% 5243
2019
Q1 		$15K Buy
+2,200
New +$12.9K ﹤0.01% 5460
2018
Q1 		– Sell
-14,970
Closed -$53K – 5532
2017
Q4 		$53K Buy
+14,970
New +$40.9K ﹤0.01% 4877
2014
Q4 		– Sell
-97,938
Closed -$1.14M – 4306
2014
Q3 		$1.14M Buy
97,938
+4,385
+5% +$52.2K ﹤0.01% 3255
2014
Q2 		$1.17M Buy
93,553
+2,554
+3% +$33.6K ﹤0.01% 2789
2014
Q1 		$1.2M Buy
90,999
+9,093
+11% +$126K ﹤0.01% 2770
2013
Q4 		$1.18M Sell
81,906
-7,607
-8% -$119K ﹤0.01% 3068
2013
Q3 		$1.33M Sell
89,513
-19,034
-18% -$278K ﹤0.01% 3079
2013
Q2 		$1.51M Buy
+108,547
New +$1.56M ﹤0.01% 2994

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

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

JP Morgan Chase reduced its Medallion Financial (MFIN) stake by 40% in Q1 2026, selling an estimated $154K and leaving 23,524 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #5474.

JP Morgan Chase first reported a position in MFIN in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.51M in Q2 2013. 95 funds tracked by Wall St. Rank hold MFIN as of Q1 2026.

  • JP Morgan Chase held 23,524 shares of Medallion Financial worth $199K as of Q1 2026.
  • JP Morgan Chase sold 15,702 Medallion Financial shares in Q1 2026, an estimated $154K.
  • Medallion Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5474 holding.
  • JP Morgan Chase first reported a position in Medallion Financial in Q2 2013 and has held it in 36 quarters since.
  • JP Morgan Chase's Medallion Financial position peaked at $1.51M in Q2 2013.
  • 95 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2026.

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