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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
Q2 		$10.1M Buy
30,920
+1,596
+5% +$496K 1.69% 18
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 $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 $3.38T AUM 44.17% 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

Manhattan West Asset Management's JPM Position: Q2 2026 in Review

Manhattan West Asset Management increased its JPMorgan Chase (JPM) stake by 5.4% in Q2 2026, buying an estimated $496K and bringing the position to 30,920 shares worth $10.1M. 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 19 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Manhattan West Asset Management held 30,920 shares of JPMorgan Chase worth $10.1M as of Q2 2026.
  • Manhattan West Asset Management bought 1,596 JPMorgan Chase shares in Q2 2026, an estimated $496K.
  • JPMorgan Chase made up 1.69% of Manhattan West Asset Management's portfolio in Q2 2026, its #18 holding.
  • Manhattan West Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Manhattan West Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.