JP Morgan Chase
YB

JP Morgan Chase’s Yuanbao Inc YB Stock Holding History

JP Morgan Chase’s Portfolio YB Stock Details YB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$416K Buy
24,036
+3,370
+16% +$66K ﹤0.01% 5131
2025
Q4 		$419K Sell
20,666
-12,560
-38% -$266K ﹤0.01% 5140
2025
Q3 		$653K Buy
33,226
+11,607
+54% +$295K ﹤0.01% 4871
2025
Q2 		$454K Buy
+21,619
New +$360K ﹤0.01% 4838

Other funds holding YB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.87B AUM 26.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

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

JP Morgan Chase increased its Yuanbao Inc (YB) stake by 16% in Q1 2026, buying an estimated $66K and bringing the position to 24,036 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #5131.

JP Morgan Chase first reported a position in YB in Q2 2025 and has held it in 4 quarters since. The position peaked at $653K in Q3 2025. 17 funds tracked by Wall St. Rank hold YB as of Q1 2026.

  • JP Morgan Chase held 24,036 shares of Yuanbao Inc worth $416K as of Q1 2026.
  • JP Morgan Chase bought 3,370 Yuanbao Inc shares in Q1 2026, an estimated $66K.
  • Yuanbao Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5131 holding.
  • JP Morgan Chase first reported a position in Yuanbao Inc in Q2 2025 and has held it in 4 quarters since.
  • JP Morgan Chase's Yuanbao Inc position peaked at $653K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Yuanbao Inc as of Q1 2026.

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