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 Q2	$1.49M	Buy	4,540 +1,315	+41%	+$408K	2.05%	11
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Myriad Asset Management US's JPM Position: Q2 2026 in Review

Myriad Asset Management US increased its JPMorgan Chase (JPM) stake by 41% in Q2 2026, buying an estimated $408K and bringing the position to 4,540 shares worth $1.49M. The position accounts for 2.05% of the portfolio, ranked #11.

Myriad Asset Management US first reported a position in JPM in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.27M in Q4 2023. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Myriad Asset Management US held 4,540 shares of JPMorgan Chase worth $1.49M as of Q2 2026.
Myriad Asset Management US bought 1,315 JPMorgan Chase shares in Q2 2026, an estimated $408K.
JPMorgan Chase made up 2.05% of Myriad Asset Management US's portfolio in Q2 2026, its #11 holding.
Myriad Asset Management US first reported a position in JPMorgan Chase in Q4 2023 and has held it in 6 quarters since.
Myriad Asset Management US's JPMorgan Chase position peaked at $6.27M in Q4 2023.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Myriad Asset Management US's 13F filing for Q2 2026, filed 20 Jul 2026.