MF
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Manchester Financial’s JPMorgan Chase JPM Stock Holding History

Manchester 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
2026
Q2 		$517K Sell
1,578
-4,316
-73% -$1.34M 0.09% 80
2026
Q1 		$1.73M Buy
5,894
+107
+2% +$32.5K 0.33% 46
2025
Q4 		$1.86M Buy
5,787
+138
+2% +$42.7K 0.35% 43
2025
Q3 		$1.78M Buy
5,649
+947
+20% +$282K 0.36% 43
2025
Q2 		$1.36M Buy
4,702
+1,661
+55% +$424K 0.29% 42
2025
Q1 		$746K Buy
3,041
+1,029
+51% +$262K 0.17% 54
2024
Q4 		$482K Buy
2,012
+367
+22% +$85.5K 0.11% 61
2024
Q3 		$347K Buy
1,645
+74
+5% +$15.6K 0.08% 76
2024
Q2 		$318K Sell
1,571
-30
-2% -$5.87K 0.08% 76
2024
Q1 		$321K Sell
1,601
-28
-2% -$5.05K 0.08% 72
2023
Q4 		$277K Sell
1,629
-18
-1% -$2.73K 0.08% 78
2023
Q3 		$239K Sell
1,647
-532
-24% -$79.7K 0.07% 80
2023
Q2 		$317K Buy
2,179
+422
+24% +$58K 0.09% 70
2023
Q1 		$229K Buy
1,757
+46
+3% +$6.3K 0.07% 84
2022
Q4 		$229K Buy
+1,711
New +$217K 0.06% 87
2022
Q2 		– Sell
-2,185
Closed -$298K – 113
2022
Q1 		$298K Sell
2,185
-90
-4% -$13.3K 0.11% 74
2021
Q4 		$360K Sell
2,275
-38
-2% -$6.24K 0.13% 63
2021
Q3 		$379K Sell
2,313
-196
-8% -$30.7K 0.15% 57
2021
Q2 		$390K Buy
2,509
+183
+8% +$28.7K 0.15% 58
2021
Q1 		$354K Buy
2,326
+180
+8% +$25.9K 0.16% 49
2020
Q4 		$273K Buy
2,146
+128
+6% +$14.3K 0.17% 49
2020
Q3 		$194K Sell
2,018
-202
-9% -$19.8K 0.15% 52
2020
Q2 		$209K Buy
2,220
+129
+6% +$12.2K 0.17% 54
2020
Q1 		$188K Sell
2,091
-361
-15% -$43.9K 0.14% 56
2019
Q4 		$342K Sell
2,452
-68
-3% -$8.72K 0.13% 43
2019
Q3 		$297K Buy
2,520
+1
+0% +$113 0.13% 43
2019
Q2 		$282K Hold
2,519
– – 0.13% 50
2019
Q1 		$255K Buy
2,519
+42
+2% +$4.33K 0.12% 53
2018
Q4 		$242K Buy
+2,477
New +$264K 0.13% 50

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Manchester Financial's JPM Position: Q2 2026 in Review

Manchester Financial reduced its JPMorgan Chase (JPM) stake by 73% in Q2 2026, selling an estimated $1.34M and leaving 1,578 shares worth $517K. The position accounts for 0.09% of the portfolio, ranked #80.

Manchester Financial first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.86M in Q4 2025. 2,562 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Manchester Financial held 1,578 shares of JPMorgan Chase worth $517K as of Q2 2026.
  • Manchester Financial sold 4,316 JPMorgan Chase shares in Q2 2026, an estimated $1.34M.
  • JPMorgan Chase made up 0.09% of Manchester Financial's portfolio in Q2 2026, its #80 holding.
  • Manchester Financial first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Manchester Financial's JPMorgan Chase position peaked at $1.86M in Q4 2025.
  • 2,562 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.