Picton Mahoney Asset Management’s JPMorgan Chase JPM Stock Holding History

Picton Mahoney Asset 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
2023 Q2	–	Sell	-520,000	Closed	-$67.8M	–	462
2023 Q1	$67.8M	Buy	+520,000	New	+$71.2M	3.01%	2
2020 Q3	–	Sell	-168,000	Closed	-$15.8M	–	367
2020 Q2	$15.8M	Buy	+168,000	New	+$15.9M	0.91%	24
2015 Q4	–	Sell	-250,000	Closed	-$15.2M	–	327
2015 Q3	$15.2M	Buy	+250,000	New	+$16.4M	0.89%	41

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Picton Mahoney Asset Management's JPM Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its JPMorgan Chase (JPM) stake by 114% in Q1 2026, buying an estimated $20.6M and bringing the position to 127,375 shares worth $37.5M. The position accounts for 0.28% of the portfolio, ranked #58.

Picton Mahoney Asset Management first reported a position in JPM in Q2 2013 and has held it in 42 quarters since. 5,069 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Picton Mahoney Asset Management held 127,375 shares of JPMorgan Chase worth $37.5M as of Q1 2026.
Picton Mahoney Asset Management bought 67,867 JPMorgan Chase shares in Q1 2026, an estimated $20.6M.
JPMorgan Chase made up 0.28% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #58 holding.
Picton Mahoney Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 42 quarters since.
5,069 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.