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Manhattan West Asset Management’s JPMorgan Chase JPM Stock Holding History

Manhattan West Asset Management’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 		$8.63M Buy
29,324
+1,804
+7% +$547K 1.69% 18
2025
Q4 		$8.87M Sell
27,520
-817
-3% -$253K 1.82% 17
2025
Q3 		$8.94M Buy
28,337
+222
+0.8% +$66K 1.89% 16
2025
Q2 		$8.15M Sell
28,115
-8,595
-23% -$2.19M 1.89% 16
2025
Q1 		$9M Buy
36,710
+2,542
+7% +$648K 2.3% 13
2024
Q4 		$8.19M Buy
34,168
+656
+2% +$153K 2.21% 11
2024
Q3 		$7.07M Buy
33,512
+560
+2% +$118K 1.83% 13
2024
Q2 		$6.66M Sell
32,952
-3,941
-11% -$770K 1.8% 14
2024
Q1 		$7.39M Buy
36,893
+4,188
+13% +$756K 1.77% 13
2023
Q4 		$5.56M Buy
32,705
+3,430
+12% +$520K 1.56% 18
2023
Q3 		$4.13M Buy
29,275
+3,545
+14% +$531K 1.27% 22
2023
Q2 		$3.74M Buy
25,730
+4,612
+22% +$634K 1.4% 17
2023
Q1 		$2.75M Sell
21,118
-2,232
-10% -$306K 1.2% 20
2022
Q4 		$3.13M Buy
23,350
+2,178
+10% +$276K 1.6% 12
2022
Q3 		$2.21M Buy
21,172
+2,884
+16% +$331K 1.37% 16
2022
Q2 		$2.06M Buy
18,288
+583
+3% +$72.2K 1.24% 18
2022
Q1 		$2.41M Buy
17,705
+14,183
+403% +$2.09M 1.3% 16
2021
Q4 		$558K Buy
+3,522
New +$578K 0.33% 60

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

Manhattan West Asset Management's JPM Position: Q1 2026 in Review

Manhattan West Asset Management increased its JPMorgan Chase (JPM) stake by 6.6% in Q1 2026, buying an estimated $547K and bringing the position to 29,324 shares worth $8.63M. The position accounts for 1.69% of the portfolio, ranked #18.

Manhattan West Asset Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9M in Q1 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Manhattan West Asset Management held 29,324 shares of JPMorgan Chase worth $8.63M as of Q1 2026.
  • Manhattan West Asset Management bought 1,804 JPMorgan Chase shares in Q1 2026, an estimated $547K.
  • JPMorgan Chase made up 1.69% of Manhattan West Asset Management's portfolio in Q1 2026, its #18 holding.
  • Manhattan West Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Manhattan West Asset Management's JPMorgan Chase position peaked at $9M in Q1 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.