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MUFG Securities Americas’s JPMorgan Chase JPM Stock Holding History

MUFG Securities Americas’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
Q1 		$23.9M Buy
81,117
+1,435
+2% +$436K 1.54% 11
2025
Q4 		$25.7M Sell
79,682
-586
-0.7% -$181K 1.6% 10
2025
Q3 		$25.3M Buy
80,268
+13,636
+20% +$4.06M 1.63% 10
2025
Q2 		$19.3M Buy
66,632
+11,425
+21% +$2.92M 1.65% 10
2025
Q1 		$13.5M Buy
55,207
+8,565
+18% +$2.18M 1.57% 9
2024
Q4 		$11.2M Buy
+46,642
New +$10.9M 1.42% 12

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

MUFG Securities Americas's JPM Position: Q1 2026 in Review

MUFG Securities Americas increased its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, buying an estimated $436K and bringing the position to 81,117 shares worth $23.9M. The position accounts for 1.54% of the portfolio, ranked #11.

MUFG Securities Americas first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.7M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • MUFG Securities Americas held 81,117 shares of JPMorgan Chase worth $23.9M as of Q1 2026.
  • MUFG Securities Americas bought 1,435 JPMorgan Chase shares in Q1 2026, an estimated $436K.
  • JPMorgan Chase made up 1.54% of MUFG Securities Americas's portfolio in Q1 2026, its #11 holding.
  • MUFG Securities Americas first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's JPMorgan Chase position peaked at $25.7M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.