WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s JPMorgan Chase JPM Stock Holding History

WorldQuant Millennium Advisors’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 		$244M Buy
828,460
+102,386
+14% +$31.1M 0.94% 16
2025
Q4 		$234M Sell
726,074
-6,669
-0.9% -$2.06M 0.91% 18
2025
Q3 		$231M Buy
732,743
+260,925
+55% +$77.6M 1% 13
2025
Q2 		$137M Sell
471,818
-280,697
-37% -$71.6M 0.68% 34
2025
Q1 		$185M Sell
752,515
-105,586
-12% -$26.9M 1.16% 9
2024
Q4 		$206M Buy
858,101
+567,305
+195% +$132M 1.33% 9
2024
Q3 		$61.3M Buy
290,796
+175,649
+153% +$37M 0.45% 56
2024
Q2 		$23.3M Buy
115,147
+60,522
+111% +$11.8M 0.21% 136
2024
Q1 		$10.9M Buy
54,625
+30,014
+122% +$5.42M 0.14% 187
2023
Q4 		$4.19M Sell
24,611
-46,495
-65% -$7.05M 0.06% 241
2023
Q3 		$10.3M Sell
71,106
-180,535
-72% -$27.1M 0.16% 170
2023
Q2 		$36.6M Buy
251,641
+88,263
+54% +$12.1M 0.62% 39
2023
Q1 		$21.3M Buy
163,378
+64,296
+65% +$8.81M 0.39% 88
2022
Q4 		$13.3M Sell
99,082
-241,312
-71% -$30.6M 0.3% 121
2022
Q3 		$35.6M Buy
340,394
+47,562
+16% +$5.46M 0.86% 30
2022
Q2 		$33M Buy
292,832
+166,214
+131% +$20.6M 0.94% 16
2022
Q1 		$17.3M Buy
126,618
+15,587
+14% +$2.3M 0.42% 76
2021
Q4 		$17.6M Buy
111,031
+66,405
+149% +$10.9M 0.35% 103
2021
Q3 		$7.3M Buy
44,626
+32,410
+265% +$5.08M 0.16% 173
2021
Q2 		$1.9M Sell
12,216
-84,267
-87% -$13.2M 0.04% 252
2021
Q1 		$14.7M Hold
96,483
– – 0.31% 109
2020
Q4 		$12.3M Hold
96,483
– – 0.27% 132
2020
Q3 		$9.29M Buy
96,483
+19,569
+25% +$1.92M 0.22% 147
2020
Q2 		$7.24M Buy
+76,914
New +$7.3M 0.17% 177

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

WorldQuant Millennium Advisors's JPM Position: Q1 2026 in Review

WorldQuant Millennium Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $31.1M and bringing the position to 828,460 shares worth $244M. The position accounts for 0.94% of the portfolio, ranked #16.

WorldQuant Millennium Advisors first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • WorldQuant Millennium Advisors held 828,460 shares of JPMorgan Chase worth $244M as of Q1 2026.
  • WorldQuant Millennium Advisors bought 102,386 JPMorgan Chase shares in Q1 2026, an estimated $31.1M.
  • JPMorgan Chase made up 0.94% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #16 holding.
  • WorldQuant Millennium Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.