Manning & Napier Group's JPM Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 112,525 shares of JPMorgan Chase & Co. (JPM) worth $36.39 M, representing 0.47% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in JPM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 252,064 shares. Largest reduction occurred in Q3 2025, reducing 290,389 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -22,921 | Reduce 16.92% | 112,525 | $323.42 |
| Q3 2025 | -290,389 | Reduce 68.19% | 135,446 | $315.69 |
| Q2 2025 | +108,215 | Add 34.07% | 425,835 | $289.91 |
| Q1 2025 | -15,510 | Reduce 4.66% | 317,620 | $245.30 |
| Q4 2024 | -41,508 | Reduce 11.08% | 333,130 | $239.71 |
| Q3 2024 | -58,746 | Reduce 13.56% | 374,638 | $210.86 |
| Q2 2024 | -98,770 | Reduce 18.56% | 433,384 | $202.26 |
| Q1 2024 | -64,492 | Reduce 10.81% | 532,154 | $200.30 |
| Q4 2023 | -85,772 | Reduce 12.57% | 596,646 | $170.10 |
| Q3 2023 | -7,856 | Reduce 1.14% | 682,418 | $145.02 |
| Q2 2023 | +1,402 | Add 0.20% | 690,274 | $145.44 |
| Q1 2023 | -9,819 | Reduce 1.41% | 688,872 | $130.31 |
| Q4 2022 | -16,715 | Reduce 2.34% | 698,691 | $134.10 |
| Q3 2022 | -18,358 | Reduce 2.50% | 715,406 | $104.50 |
| Q2 2022 | +60,734 | Add 9.02% | 733,764 | $112.61 |
| Q1 2022 | +154,291 | Add 29.74% | 673,030 | $136.32 |
| Q4 2021 | -16,558 | Reduce 3.09% | 518,739 | $158.35 |
| Q3 2021 | -12,947 | Reduce 2.36% | 535,297 | $163.69 |
| Q2 2021 | -68,383 | Reduce 11.09% | 548,244 | $155.54 |
| Q1 2021 | +9,439 | Add 1.55% | 616,627 | $152.23 |
| Q4 2020 | -29,005 | Reduce 4.56% | 607,188 | $127.07 |
| Q3 2020 | -3,901 | Reduce 0.61% | 636,193 | $96.27 |
| Q2 2020 | +6,495 | Add 1.03% | 640,094 | $94.06 |
| Q1 2020 | +56,233 | Add 9.74% | 633,599 | $90.03 |
| Q4 2019 | +11,049 | Add 1.95% | 577,366 | $139.40 |
| Q3 2019 | -1,520 | Reduce 0.27% | 566,317 | $117.69 |
| Q2 2019 | -5,904 | Reduce 1.03% | 567,837 | $111.80 |
| Q1 2019 | +109,837 | Add 23.68% | 573,741 | $101.23 |
| Q4 2018 | +30,153 | Add 6.95% | 463,904 | $97.62 |
| Q3 2018 | +32,236 | Add 8.03% | 433,751 | $112.84 |
| Q2 2018 | -14,588 | Reduce 3.51% | 401,515 | $104.20 |
| Q1 2018 | +62,230 | Add 17.59% | 416,103 | $109.97 |
| Q4 2017 | +353,874 | Add 0.00% | 353,873 | $106.93 |
| Q3 2017 | -2,963 | Reduce 0.76% | 386,871 | $95.51 |
| Q2 2017 | +63,157 | Add 19.33% | 389,834 | $91.40 |
| Q1 2017 | +15,617 | Add 5.02% | 326,677 | $87.84 |
| Q4 2016 | -6,043 | Reduce 1.91% | 311,060 | $86.29 |
| Q3 2016 | -10,643 | Reduce 3.25% | 317,103 | $66.58 |
| Q2 2016 | +15,043 | Add 4.81% | 327,746 | $62.14 |
| Q1 2016 | +6,971 | Add 2.28% | 312,703 | $59.22 |
| Q4 2015 | +11,514 | Add 3.91% | 305,732 | $66.03 |
| Q3 2015 | +15,414 | Add 5.53% | 294,218 | $60.96 |
| Q2 2015 | +252,064 | Add 942.65% | 278,804 | $67.75 |
| Q1 2015 | -2,791 | Reduce 9.45% | 26,740 | $60.55 |
| Q4 2014 | -3,999 | Reduce 11.93% | 29,531 | $62.51 |
| Q3 2014 | +33,530 | New Buy | 33,530 | $60.18 |
Manning & Napier Group's JPMorgan Chase & Co Investment FAQs
Manning & Napier Group first purchased JPMorgan Chase & Co. (JPM) in Q3 2014, acquiring 33,530 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held JPMorgan Chase & Co. (JPM) for 46 quarters since Q3 2014.
Manning & Napier Group's largest addition to JPMorgan Chase & Co. (JPM) was in Q4 2017, adding 353,873 shares worth $37.84 M.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 112,525 shares of JPMorgan Chase & Co. (JPM), valued at approximately $36.39 M.
As of the Q4 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.47% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in JPMorgan Chase & Co. (JPM) was 733,764 shares, as reported at the end of Q2 2022.