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Mitsubishi UFJ Morgan Stanley Securities’s JPMorgan Chase JPM Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 		$67.8K Sell
207
-436
-68% -$135K 0.21% 95
2026
Q1 		$189K Sell
643
-347
-35% -$105K 0.47% 101
2025
Q4 		$319K Buy
+990
New +$307K 0.5% 43
2023
Q1 		– Sell
-70
Closed -$9K – 114
2022
Q4 		$9K Buy
70
+10
+17% +$1.27K 0.08% 119
2022
Q3 		$6K Hold
60
– – 0.08% 133
2022
Q2 		$7K Hold
60
– – 0.01% 129
2022
Q1 		$8K Sell
60
-70
-54% -$10.3K 0.01% 130
2021
Q4 		$21K Sell
130
-30
-19% -$4.93K 0.01% 126
2021
Q3 		$26K Buy
160
+80
+100% +$12.5K 0.02% 82
2021
Q2 		$12K Buy
+80
New +$12.6K 0.09% 77
2014
Q4 		$36K Sell
580
-490
-46% -$29.5K 0.07% 71
2014
Q3 		$64K Buy
1,070
+380
+55% +$22.2K 0.18% 39
2014
Q2 		$40K Sell
690
-940
-58% -$52.8K 0.12% 61
2014
Q1 		$99K Buy
1,630
+450
+38% +$26K 0.27% 23
2013
Q4 		$68K Sell
1,180
-70
-6% -$3.83K 0.11% 39
2013
Q3 		$65K Sell
1,250
-630
-34% -$33.8K 0.11% 41
2013
Q2 		$99K Buy
+1,880
New +$95.6K 0.33% 28

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's JPM Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its JPMorgan Chase (JPM) stake by 68% in Q2 2026, selling an estimated $135K and leaving 207 shares worth $67.8K. The position accounts for 0.21% of the portfolio, ranked #95.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $319K in Q4 2025. 2,334 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mitsubishi UFJ Morgan Stanley Securities held 207 shares of JPMorgan Chase worth $67.8K as of Q2 2026.
  • Mitsubishi UFJ Morgan Stanley Securities sold 436 JPMorgan Chase shares in Q2 2026, an estimated $135K.
  • JPMorgan Chase made up 0.21% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #95 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
  • Mitsubishi UFJ Morgan Stanley Securities's JPMorgan Chase position peaked at $319K in Q4 2025.
  • 2,334 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.