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 Q2	$2.49M	Buy	7,600 +3,400	+81%	+$1.06M	﹤0.01%	1740
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Marshall Wace's JPM Position: Q2 2026 in Review

Marshall Wace increased its JPMorgan Chase (JPM) stake by 11,481% in Q2 2026, buying an estimated $609M and bringing the position to 1,978,070 shares worth $647M. The position accounts for 0.51% of the portfolio, ranked #20.

Marshall Wace first reported a position in JPM in Q1 2014 and has held it in 37 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Marshall Wace held 1,978,070 shares of JPMorgan Chase worth $647M as of Q2 2026.
Marshall Wace bought 1,960,990 JPMorgan Chase shares in Q2 2026, an estimated $609M.
JPMorgan Chase made up 0.51% of Marshall Wace's portfolio in Q2 2026, its #20 holding.
Marshall Wace first reported a position in JPMorgan Chase in Q1 2014 and has held it in 37 quarters since.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.