MAMU
JPM icon

Myriad Asset Management US’s JPMorgan Chase JPM Stock Holding History

Myriad Asset Management US’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 		$949K Sell
3,225
-352
-10% -$107K 1.42% 9
2025
Q4 		$1.15M Sell
3,577
-9,195
-72% -$2.85M 1.93% 13
2025
Q3 		$4.03M Buy
+12,772
New +$3.8M 2.19% 12
2025
Q1 		– Sell
-4,482
Closed -$1.07M – 45
2024
Q4 		$1.07M Buy
+4,482
New +$1.04M 0.72% 40
2023
Q4 		$6.27M Buy
+36,880
New +$5.59M 3.47% 7

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

Myriad Asset Management US's JPM Position: Q1 2026 in Review

Myriad Asset Management US reduced its JPMorgan Chase (JPM) stake by 9.8% in Q1 2026, selling an estimated $107K and leaving 3,225 shares worth $949K. The position accounts for 1.42% of the portfolio, ranked #9.

Myriad Asset Management US first reported a position in JPM in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.27M in Q4 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Myriad Asset Management US held 3,225 shares of JPMorgan Chase worth $949K as of Q1 2026.
  • Myriad Asset Management US sold 352 JPMorgan Chase shares in Q1 2026, an estimated $107K.
  • JPMorgan Chase made up 1.42% of Myriad Asset Management US's portfolio in Q1 2026, its #9 holding.
  • Myriad Asset Management US first reported a position in JPMorgan Chase in Q4 2023 and has held it in 5 quarters since.
  • Myriad Asset Management US's JPMorgan Chase position peaked at $6.27M in Q4 2023.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Myriad Asset Management US's 13F filing for Q1 2026, filed 15 Apr 2026.