JP Morgan Chase
YMM icon

JP Morgan Chase’s Full Truck Alliance YMM Stock Holding History

JP Morgan Chase’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187M Buy
23,155,263
+1,081,406
+5% +$9.2M 0.01% 780
2026
Q1 		$179M Buy
22,073,857
+3,946,593
+22% +$37.5M 0.01% 735
2025
Q4 		$195M Sell
18,127,264
-4,892,445
-21% -$58.7M 0.01% 677
2025
Q3 		$299M Sell
23,019,709
-7,337,066
-24% -$90.9M 0.02% 568
2025
Q2 		$359M Sell
30,356,775
-3,893,524
-11% -$45.3M 0.02% 505
2025
Q1 		$437M Sell
34,250,299
-3,625,068
-10% -$43.7M 0.03% 425
2024
Q4 		$410M Buy
37,875,367
+10,383,716
+38% +$101M 0.03% 432
2024
Q3 		$248M Sell
27,491,651
-5,031,886
-15% -$38.6M 0.02% 609
2024
Q2 		$261M Buy
32,523,537
+26,699,434
+458% +$227M 0.02% 556
2024
Q1 		$42.3M Buy
5,824,103
+69,795
+1% +$466K ﹤0.01% 1388
2023
Q4 		$40.3M Buy
5,754,308
+863,975
+18% +$6.09M ﹤0.01% 1338
2023
Q3 		$34.4M Buy
4,890,333
+1,454,164
+42% +$10M ﹤0.01% 1301
2023
Q2 		$21.4M Sell
3,436,169
-6,143,125
-64% -$39.6M ﹤0.01% 1650
2023
Q1 		$72.9M Buy
9,579,294
+5,681,714
+146% +$45M 0.01% 923
2022
Q4 		$31.2M Buy
3,897,580
+354,021
+10% +$2.43M ﹤0.01% 1363
2022
Q3 		$23.2M Buy
3,543,559
+14,437
+0.4% +$111K ﹤0.01% 1482
2022
Q2 		$32M Buy
3,529,122
+3,172,715
+890% +$21.6M ﹤0.01% 1291
2022
Q1 		$2.38M Buy
356,407
+66,094
+23% +$535K ﹤0.01% 3620
2021
Q4 		$2.43M Buy
+290,313
New +$3.84M ﹤0.01% 3711
2021
Q3 		– Sell
-2,840,000
Closed -$57.9M – 6855
2021
Q2 		$57.9M Buy
+2,840,000
New +$55.8M 0.01% 1149

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

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

JP Morgan Chase increased its Full Truck Alliance (YMM) stake by 4.9% in Q2 2026, buying an estimated $9.2M and bringing the position to 23,155,263 shares worth $187M. The position accounts for 0.01% of the portfolio, ranked #780.

JP Morgan Chase first reported a position in YMM in Q2 2021 and has held it in 20 quarters since. The position peaked at $437M in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • JP Morgan Chase held 23,155,263 shares of Full Truck Alliance worth $187M as of Q2 2026.
  • JP Morgan Chase bought 1,081,406 Full Truck Alliance shares in Q2 2026, an estimated $9.2M.
  • Full Truck Alliance made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #780 holding.
  • JP Morgan Chase first reported a position in Full Truck Alliance in Q2 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's Full Truck Alliance position peaked at $437M in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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