Mackenzie Financial
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mackenzie Financial's JPM Position: Q1 2026 in Review

Mackenzie Financial reduced its JPMorgan Chase (JPM) stake by 22% in Q1 2026, selling an estimated $167M and leaving 1,983,783 shares worth $584M. The position accounts for 0.7% of the portfolio, ranked #31.

Mackenzie Financial first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $818M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mackenzie Financial held 1,983,783 shares of JPMorgan Chase worth $584M as of Q1 2026.
  • Mackenzie Financial sold 549,883 JPMorgan Chase shares in Q1 2026, an estimated $167M.
  • JPMorgan Chase made up 0.7% of Mackenzie Financial's portfolio in Q1 2026, its #31 holding.
  • Mackenzie Financial first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Mackenzie Financial's JPMorgan Chase position peaked at $818M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.