Mackenzie Financial
JPM icon

Mackenzie Financial’s JPMorgan Chase JPM Stock Holding History

Mackenzie Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-350,700
Closed -$7.05M – 756
2014
Q3 		$7.05M Buy
+350,700
New +$20.5M 0.04% 285

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mackenzie Financial's JPM Position: Q2 2026 in Review

Mackenzie Financial increased its JPMorgan Chase (JPM) stake by 9.8% in Q2 2026, buying an estimated $60.1M and bringing the position to 2,177,285 shares worth $713M. The position accounts for 0.71% of the portfolio, ranked #27.

Mackenzie Financial first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $818M in Q4 2025. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mackenzie Financial held 2,177,285 shares of JPMorgan Chase worth $713M as of Q2 2026.
  • Mackenzie Financial bought 193,502 JPMorgan Chase shares in Q2 2026, an estimated $60.1M.
  • JPMorgan Chase made up 0.71% of Mackenzie Financial's portfolio in Q2 2026, its #27 holding.
  • Mackenzie Financial first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Mackenzie Financial's JPMorgan Chase position peaked at $818M in Q4 2025.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.