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
2025
Q3 		– Sell
-11,500
Closed -$3.33M – 3151
2025
Q2 		$3.33M Sell
11,500
-188,700
-94% -$48.2M ﹤0.01% 1328
2025
Q1 		$49.1M Buy
200,200
+100,100
+100% +$25.5M 0.06% 272
2024
Q4 		$24M Buy
+100,100
New +$23.3M 0.03% 481
2024
Q2 		– Sell
-38,300
Closed -$7.72M – 2743
2024
Q1 		$7.72M Sell
38,300
-86,000
-69% -$15.5M 0.01% 835
2023
Q4 		$21.1M Buy
124,300
+91,000
+273% +$13.8M 0.04% 469
2023
Q3 		$4.83M Sell
33,300
-407,600
-92% -$61.1M 0.01% 877
2023
Q2 		$64.1M Buy
440,900
+229,000
+108% +$31.5M 0.13% 170
2023
Q1 		$27.6M Sell
211,900
-51,000
-19% -$6.99M 0.06% 349
2022
Q4 		$35.3M Buy
262,900
+176,100
+203% +$22.3M 0.08% 281
2022
Q3 		$9.07M Sell
86,800
-59,200
-41% -$6.79M 0.02% 959
2022
Q2 		$16.4M Buy
146,000
+106,300
+268% +$13.2M 0.03% 568
2022
Q1 		$5.41M Sell
39,700
-15,300
-28% -$2.26M 0.01% 1301
2021
Q4 		$8.71M Buy
55,000
+32,100
+140% +$5.27M 0.02% 959
2021
Q3 		$3.75M Buy
22,900
+20,600
+896% +$3.23M 0.02% 1129
2021
Q2 		$358K Sell
2,300
-47,200
-95% -$7.41M ﹤0.01% 2269
2021
Q1 		$7.54M Buy
+49,500
New +$7.12M 0.03% 598

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 $3.37T AUM 44.26% 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

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.