Mariner’s JPMorgan Chase JPM Stock Holding History

Mariner’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	$908M	Buy	3,085,976 +57,338	+2%	+$17.4M	1.06%	13
2025 Q4	$976M	Sell	3,028,638 -275,906	-8%	-$85.4M	1.16%	12
2025 Q3	$1.04B	Buy	3,304,544 +173,973	+6%	+$51.7M	1.35%	9
2025 Q2	$907M	Buy	3,130,571 +355,848	+13%	+$90.8M	1.31%	9
2025 Q1	$681M	Buy	2,774,723 +94,860	+4%	+$24.2M	1.13%	11
2024 Q4	$642M	Buy	2,679,863 +160,973	+6%	+$37.5M	1.08%	15
2024 Q3	$531M	Buy	2,518,890 +83,289	+3%	+$17.5M	0.94%	16
2024 Q2	$493M	Buy	2,435,601 +142,704	+6%	+$27.9M	0.96%	16
2024 Q1	$459M	Buy	2,292,897 +62,954	+3%	+$11.4M	0.95%	15
2023 Q4	$379M	Buy	2,229,943 +285,331	+15%	+$43.2M	0.9%	16
2023 Q3	$282M	Buy	1,944,612 +6,257	+0.3%	+$938K	0.76%	21
2023 Q2	$282M	Buy	1,938,355 +12,127	+0.6%	+$1.67M	0.75%	19
2023 Q1	$251M	Buy	1,926,228 +64,870	+3%	+$8.89M	0.73%	21
2022 Q4	$250M	Buy	1,861,358 +96,049	+5%	+$12.2M	0.8%	16
2022 Q3	$184M	Buy	1,765,309 +181,917	+11%	+$20.9M	0.74%	22
2022 Q2	$178M	Buy	1,583,392 +272,183	+21%	+$33.7M	0.73%	23
2022 Q1	$179M	Buy	1,311,209 +179,473	+16%	+$26.5M	0.67%	27
2021 Q4	$179M	Buy	1,131,736 +168,958	+18%	+$27.7M	0.76%	24
2021 Q3	$158M	Buy	962,778 +90,934	+10%	+$14.3M	0.82%	20
2021 Q2	$136M	Buy	871,844 +35,355	+4%	+$5.55M	0.84%	17
2021 Q1	$127M	Sell	836,489 -9,228	-1%	-$1.33M	0.89%	17
2020 Q4	$107M	Buy	845,717 +225,693	+36%	+$25.2M	0.82%	22
2020 Q3	$59.7M	Buy	620,024 +39,443	+7%	+$3.87M	0.56%	40
2020 Q2	$54.6M	Buy	580,581 +41,998	+8%	+$3.98M	0.55%	39
2020 Q1	$48.5M	Buy	538,583 +36,808	+7%	+$4.47M	0.61%	32
2019 Q4	$69.9M	Buy	501,775 +3,008	+0.6%	+$386K	0.73%	26
2019 Q3	$58.7M	Buy	498,767 +21,309	+4%	+$2.41M	0.7%	29
2019 Q2	$53.4M	Buy	477,458 +9,978	+2%	+$1.1M	0.64%	34
2019 Q1	$35.9M	Buy	467,480 +172,096	+58%	+$17.7M	0.51%	49
2018 Q4	$28.8M	Buy	295,384 +66,367	+29%	+$7.07M	0.51%	51
2018 Q3	$25.8M	Buy	229,017 +6,548	+3%	+$743K	0.66%	30
2018 Q2	$23.2M	Buy	222,469 +42,973	+24%	+$4.71M	0.66%	32
2018 Q1	$19.7M	Buy	179,496 +2,357	+1%	+$267K	0.71%	33
2017 Q4	$18.9M	Buy	177,139 +16,400	+10%	+$1.66M	0.73%	32
2017 Q3	$15.4M	Buy	160,739 +4,674	+3%	+$431K	0.69%	32
2017 Q2	$14.3M	Sell	156,065 -23,167	-13%	-$2M	0.67%	29
2017 Q1	$15.7M	Buy	179,232 +4,593	+3%	+$405K	0.69%	31
2016 Q4	$15.1M	Buy	174,639 +8,882	+5%	+$677K	0.69%	30
2016 Q3	$11M	Buy	165,757 +1,570	+1%	+$102K	0.53%	37
2016 Q2	$10.2M	Buy	164,187 +19,860	+14%	+$1.24M	0.55%	34
2016 Q1	$8.55M	Buy	144,327 +21,277	+17%	+$1.24M	0.51%	37
2015 Q4	$8.12M	Sell	123,050 -24,674	-17%	-$1.61M	0.52%	38
2015 Q3	$9.01M	Buy	147,724 +18,331	+14%	+$1.2M	0.4%	73
2015 Q2	$8.77M	Buy	129,393 +52,366	+68%	+$3.42M	0.41%	73
2015 Q1	$4.67M	Buy	77,027 +8,194	+12%	+$485K	0.4%	52
2014 Q4	$4.31M	Buy	68,833 +9,442	+16%	+$568K	0.39%	49
2014 Q3	$3.58M	Sell	59,391 -12,533	-17%	-$733K	0.4%	46
2014 Q2	$4.14M	Buy	71,924 +9,805	+16%	+$551K	0.46%	40
2014 Q1	$3.77M	Sell	62,119 -16,666	-21%	-$963K	0.49%	39
2013 Q4	$4.61M	Buy	78,785 +993	+1%	+$54.4K	0.58%	42
2013 Q3	$4.02M	Sell	77,792 -2,232	-3%	-$120K	0.74%	34
2013 Q2	$4.22M	Buy	+80,024	New	+$4.07M	0.89%	29

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

Mariner's JPM Position: Q1 2026 in Review

Mariner increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $17.4M and bringing the position to 3,085,976 shares worth $908M. The position accounts for 1.06% of the portfolio, ranked #13.

Mariner first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04B in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Mariner held 3,085,976 shares of JPMorgan Chase worth $908M as of Q1 2026.
Mariner bought 57,338 JPMorgan Chase shares in Q1 2026, an estimated $17.4M.
JPMorgan Chase made up 1.06% of Mariner's portfolio in Q1 2026, its #13 holding.
Mariner first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Mariner's JPMorgan Chase position peaked at $1.04B in Q3 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.