Y-Intercept (HK)
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Y-Intercept (HK)’s JPMorgan Chase JPM Stock Holding History

Y-Intercept (HK)’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
Q3 		$11.3M Sell
34,073
-37,102
-52% -$13M 0.25% 68
2026
Q2 		$23.3M Sell
71,175
-4,572
-6% -$1.42M 0.46% 15
2026
Q1 		$22.3M Buy
75,747
+26,686
+54% +$8.1M 0.42% 17
2025
Q4 		$15.8M Buy
49,061
+44,474
+970% +$13.8M 0.35% 28
2025
Q3 		$1.45M Buy
4,587
+1,427
+45% +$424K 0.03% 789
2025
Q2 		$916K Buy
3,160
+968
+44% +$247K 0.02% 977
2025
Q1 		$538K Sell
2,192
-4,271
-66% -$1.09M 0.04% 669
2024
Q4 		$1.55M Sell
6,463
-24,594
-79% -$5.73M 0.1% 275
2024
Q3 		$6.55M Buy
+31,057
New +$6.54M 0.4% 28
2024
Q1 		– Sell
-23,760
Closed -$4.04M – 1575
2023
Q4 		$4.04M Buy
23,760
+10,081
+74% +$1.53M 0.38% 33
2023
Q3 		$1.98M Sell
13,679
-6,960
-34% -$1.04M 0.19% 141
2023
Q2 		$3M Buy
+20,639
New +$2.84M 0.32% 53
2022
Q3 		– Sell
-30,552
Closed -$3.44M – 1122
2022
Q2 		$3.44M Buy
30,552
+22,961
+302% +$2.84M 0.45% 42
2022
Q1 		$1.04M Sell
7,591
-18,093
-70% -$2.67M 0.24% 108
2021
Q4 		$4.07M Sell
25,684
-1,169
-4% -$192K 0.97% 8
2021
Q3 		$4.4M Buy
26,853
+23,230
+641% +$3.64M 0.8% 9
2021
Q2 		$564K Buy
+3,623
New +$569K 0.14% 230

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Y-Intercept (HK)'s JPM Position: Q3 2026 in Review

Y-Intercept (HK) reduced its JPMorgan Chase (JPM) stake by 52% in Q3 2026, selling an estimated $13M and leaving 34,073 shares worth $11.3M. The position accounts for 0.25% of the portfolio, ranked #68.

Y-Intercept (HK) first reported a position in JPM in Q2 2021 and has held it in 17 quarters since. The position peaked at $23.3M in Q2 2026. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Y-Intercept (HK) held 34,073 shares of JPMorgan Chase worth $11.3M as of Q3 2026.
  • Y-Intercept (HK) sold 37,102 JPMorgan Chase shares in Q3 2026, an estimated $13M.
  • JPMorgan Chase made up 0.25% of Y-Intercept (HK)'s portfolio in Q3 2026, its #68 holding.
  • Y-Intercept (HK) first reported a position in JPMorgan Chase in Q2 2021 and has held it in 17 quarters since.
  • Y-Intercept (HK)'s JPMorgan Chase position peaked at $23.3M in Q2 2026.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.