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 $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.