Morangie Management’s JPMorgan Chase JPM Stock Holding History

Morangie Management’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 Q3	$6.4M	Buy	19,348 +16	+0.1%	+$5.6K	5.36%	8
2026 Q2	$6.33M	Sell	19,332 -103	-0.5%	-$32K	5.26%	7
2026 Q1	$5.72M	Buy	19,435 +954	+5%	+$290K	5.26%	9
2025 Q4	$5.95M	Buy	18,481 +897	+5%	+$278K	4.74%	9
2025 Q3	$5.55M	Buy	17,584 +708	+4%	+$211K	4.78%	9
2025 Q2	$4.89M	Buy	16,876 +3,764	+29%	+$961K	4.24%	8
2025 Q1	$3.22M	Buy	13,112 +520	+4%	+$133K	3.12%	7
2024 Q4	$3.02M	Buy	+12,592	New	+$2.93M	2.41%	10

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Morangie Management's JPM Position: Q3 2026 in Review

Morangie Management increased its JPMorgan Chase (JPM) stake by 0.08% in Q3 2026, buying an estimated $5.6K and bringing the position to 19,348 shares worth $6.4M. The position accounts for 5.36% of the portfolio, ranked #8.

Morangie Management first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Morangie Management held 19,348 shares of JPMorgan Chase worth $6.4M as of Q3 2026.
Morangie Management bought 16 JPMorgan Chase shares in Q3 2026, an estimated $5.6K.
JPMorgan Chase made up 5.36% of Morangie Management's portfolio in Q3 2026, its #8 holding.
Morangie Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Morangie Management's 13F filing for Q3 2026, filed 15 Oct 2026.