MNA
Manning & Napier Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Buy |
425,835
+108,215
| +34% | +$31.4M | 1.47% | 25 |
|
|
2025
Q1 | $77.9M | Sell |
317,620
-15,510
| -5% | -$3.8M | 0.96% | 34 |
|
|
2024
Q4 | $79.9M | Sell |
333,130
-41,508
| -11% | -$9.95M | 0.91% | 37 |
|
|
2024
Q3 | $79M | Sell |
374,638
-58,746
| -14% | -$12.4M | 0.87% | 33 |
|
|
2024
Q2 | $87.7M | Buy |
+433,384
| New | +$87.7M | 0.99% | 36 |
|
|
2017
Q3 | $36.9M | Sell |
386,871
-2,963
| -0.8% | -$283K | 0.32% | 63 |
|
|
2017
Q2 | $35.6M | Buy |
389,834
+63,157
| +19% | +$5.77M | 0.31% | 63 |
|
|
2017
Q1 | $28.7M | Buy |
326,677
+15,617
| +5% | +$1.37M | 0.22% | 65 |
|
|
2016
Q4 | $26.8M | Sell |
311,060
-6,043
| -2% | -$521K | 0.18% | 66 |
|
|
2016
Q3 | $21.1M | Sell |
317,103
-10,643
| -3% | -$709K | 0.13% | 70 |
|
|
2016
Q2 | $20.4M | Buy |
327,746
+15,043
| +5% | +$935K | 0.12% | 73 |
|
|
2016
Q1 | $18.5M | Buy |
312,703
+6,971
| +2% | +$413K | 0.11% | 80 |
|
|
2015
Q4 | $20.2M | Buy |
305,732
+11,514
| +4% | +$760K | 0.12% | 83 |
|
|
2015
Q3 | $17.9M | Buy |
294,218
+15,414
| +6% | +$940K | 0.1% | 99 |
|
|
2015
Q2 | $18.9M | Buy |
278,804
+252,064
| +943% | +$17.1M | 0.08% | 112 |
|
|
2015
Q1 | $1.62M | Sell |
26,740
-2,791
| -9% | -$169K | 0.01% | 318 |
|
|
2014
Q4 | $1.85M | Sell |
29,531
-3,999
| -12% | -$250K | 0.01% | 309 |
|
|
2014
Q3 | $2.02M | Buy |
+33,530
| New | +$2.02M | 0.01% | 301 |
|