Marshall Wace
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Marshall Wace’s JPMorgan Chase JPM Stock Holding History

Marshall Wace’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 		$1.24M Buy
+4,200
New +$1.27M ﹤0.01% 2034
2025
Q3 		– Sell
-200
Closed -$58K – 3149
2025
Q2 		$58K Buy
+200
New +$51K ﹤0.01% 2587
2025
Q1 		– Sell
-1,400
Closed -$336K – 2872
2024
Q4 		$336K Buy
+1,400
New +$326K ﹤0.01% 2198
2024
Q2 		– Sell
-87,200
Closed -$17.6M – 2741
2024
Q1 		$17.6M Sell
87,200
-145,400
-63% -$26.2M 0.03% 555
2023
Q4 		$39.6M Buy
232,600
+193,300
+492% +$29.3M 0.07% 289
2023
Q3 		$5.7M Sell
39,300
-151,500
-79% -$22.7M 0.01% 824
2023
Q2 		$27.7M Buy
190,800
+43,800
+30% +$6.02M 0.05% 371
2023
Q1 		$19.2M Buy
147,000
+52,500
+56% +$7.19M 0.04% 483
2022
Q4 		$12.7M Sell
94,500
-225,000
-70% -$28.5M 0.03% 690
2022
Q3 		$33.4M Buy
319,500
+159,600
+100% +$18.3M 0.07% 306
2022
Q2 		$18M Buy
159,900
+20,600
+15% +$2.55M 0.04% 517
2022
Q1 		$19M Buy
139,300
+85,400
+158% +$12.6M 0.04% 521
2021
Q4 		$8.54M Buy
53,900
+28,900
+116% +$4.75M 0.02% 980
2021
Q3 		$4.09M Buy
25,000
+21,200
+558% +$3.32M 0.02% 1063
2021
Q2 		$591K Buy
3,800
+1,800
+90% +$283K ﹤0.01% 2060
2021
Q1 		$304K Buy
+2,000
New +$288K ﹤0.01% 2122

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

Marshall Wace's JPM Position: Q1 2026 in Review

Marshall Wace increased its JPMorgan Chase (JPM) stake by 721% in Q1 2026, buying an estimated $4.55M and bringing the position to 17,080 shares worth $5.02M. The position accounts for 0.01% of the portfolio, ranked #1303.

Marshall Wace first reported a position in JPM in Q1 2014 and has held it in 36 quarters since. The position peaked at $392M in Q3 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Marshall Wace held 17,080 shares of JPMorgan Chase worth $5.02M as of Q1 2026.
  • Marshall Wace bought 15,000 JPMorgan Chase shares in Q1 2026, an estimated $4.55M.
  • JPMorgan Chase made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1303 holding.
  • Marshall Wace first reported a position in JPMorgan Chase in Q1 2014 and has held it in 36 quarters since.
  • Marshall Wace's JPMorgan Chase position peaked at $392M in Q3 2023.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.