Mandatum Life Insurance Company’s JPMorgan Chase JPM Stock Holding History

Mandatum Life Insurance Company’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 Q1	$8.97M	Hold	30,502	–	–	2.02%	7
2025 Q4	$9.83M	Hold	30,502	–	–	2.24%	9
2025 Q3	$9.62M	Sell	30,502 -4,000	-12%	-$1.19M	2.3%	7
2025 Q2	$10M	Hold	34,502	–	–	2.63%	6
2025 Q1	$8.46M	Hold	34,502	–	–	2.6%	5
2024 Q4	$8.27M	Sell	34,502 -7,000	-17%	-$1.63M	2.45%	7
2024 Q3	$8.75M	Hold	41,502	–	–	2.68%	6
2024 Q2	$8.39M	Hold	41,502	–	–	2.81%	7
2024 Q1	$8.31M	Hold	41,502	–	–	2.78%	7
2023 Q4	$7.06M	Hold	41,502	–	–	2.62%	7
2023 Q3	$6.02M	Hold	41,502	–	–	2.51%	7
2023 Q2	$6.04M	Hold	41,502	–	–	2.5%	7
2023 Q1	$5.41M	Hold	41,502	–	–	1.59%	9
2022 Q4	$5.57M	Buy	41,502 +1,502	+4%	+$190K	1.69%	7
2022 Q3	$4.18M	Hold	40,000	–	–	1.33%	12
2022 Q2	$4.5M	Buy	40,000 +3,399	+9%	+$421K	1.01%	14
2022 Q1	$4.99M	Buy	36,601 +101	+0.3%	+$14.9K	0.92%	16
2021 Q4	$5.78M	Hold	36,500	–	–	1.53%	12
2021 Q3	$5.97M	Hold	36,500	–	–	1.11%	27
2021 Q2	$5.68M	Hold	36,500	–	–	1.03%	31
2021 Q1	$5.56M	Hold	36,500	–	–	1.1%	29
2020 Q4	$4.64M	Buy	36,500 +11,986	+49%	+$1.34M	0.97%	35
2020 Q3	$2.36M	Hold	24,514	–	–	0.52%	51
2020 Q2	$2.31M	Hold	24,514	–	–	0.55%	47
2020 Q1	$2.21M	Buy	24,514 +10,435	+74%	+$1.27M	0.59%	48
2019 Q4	$1.96M	Buy	14,079 +8,279	+143%	+$1.06M	0.41%	63
2019 Q3	$683K	Hold	5,800	–	–	0.14%	106
2019 Q2	$648K	Hold	5,800	–	–	0.14%	108
2019 Q1	$587K	Hold	5,800	–	–	0.13%	111
2018 Q4	$566K	Hold	5,800	–	–	0.13%	105
2018 Q3	$654K	Hold	5,800	–	–	0.12%	100
2018 Q2	$604K	Hold	5,800	–	–	0.12%	89
2018 Q1	$638K	Hold	5,800	–	–	0.12%	86
2017 Q4	$620K	Hold	5,800	–	–	0.1%	113
2017 Q3	$554K	Sell	5,800 -500	-8%	-$46.1K	0.07%	121
2017 Q2	$576K	Sell	6,300 -7,035	-53%	-$607K	0.08%	117
2017 Q1	$1.17M	Sell	13,335 -241	-2%	-$21.3K	0.15%	92
2016 Q4	$1.17M	Buy	13,576 +241	+2%	+$18.4K	0.16%	89
2016 Q3	$888K	Buy	13,335 +1,562	+13%	+$102K	0.12%	90
2016 Q2	$732K	Hold	11,773	–	–	0.1%	104
2016 Q1	$697K	Hold	11,773	–	–	0.09%	103
2015 Q4	$777K	Buy	+11,773	New	+$767K	0.11%	100

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mandatum Life Insurance Company's JPM Position: Q1 2026 in Review

Mandatum Life Insurance Company held its JPMorgan Chase (JPM) position steady in Q1 2026 at 30,502 shares worth $8.97M. The position accounts for 2.02% of the portfolio, ranked #7.

Mandatum Life Insurance Company first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $10M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Mandatum Life Insurance Company held 30,502 shares of JPMorgan Chase worth $8.97M as of Q1 2026.
Mandatum Life Insurance Company left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 2.02% of Mandatum Life Insurance Company's portfolio in Q1 2026, its #7 holding.
Mandatum Life Insurance Company first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
Mandatum Life Insurance Company's JPMorgan Chase position peaked at $10M in Q2 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mandatum Life Insurance Company's 13F filing for Q1 2026, filed 5 May 2026.