Manning & Napier Group's JPM Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 135,446 shares of JPMorgan Chase & Co. (JPM) worth $42.76 M, representing 0.55% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +33,530 | New Buy | 33,530 | $60.18 |
| Q4 2014 | -3,999 | Reduce 11.93% | 29,531 | $62.51 |
| Q1 2015 | -2,791 | Reduce 9.45% | 26,740 | $60.55 |
| Q2 2015 | +252,064 | Add 942.65% | 278,804 | $67.75 |
| Q3 2015 | +15,414 | Add 5.53% | 294,218 | $60.96 |
| Q4 2015 | +11,514 | Add 3.91% | 305,732 | $66.03 |
| Q1 2016 | +6,971 | Add 2.28% | 312,703 | $59.22 |
| Q2 2016 | +15,043 | Add 4.81% | 327,746 | $62.14 |
| Q3 2016 | -10,643 | Reduce 3.25% | 317,103 | $66.58 |
| Q4 2016 | -6,043 | Reduce 1.91% | 311,060 | $86.29 |
| Q1 2017 | +15,617 | Add 5.02% | 326,677 | $87.84 |
| Q2 2017 | +63,157 | Add 19.33% | 389,834 | $91.40 |
| Q3 2017 | -2,963 | Reduce 0.76% | 386,871 | $95.51 |
| Q4 2017 | +353,874 | Add 0.00% | 353,873 | $106.93 |
| Q1 2018 | +62,230 | Add 17.59% | 416,103 | $109.97 |
| Q2 2018 | -14,588 | Reduce 3.51% | 401,515 | $104.20 |
| Q3 2018 | +32,236 | Add 8.03% | 433,751 | $112.84 |
| Q4 2018 | +30,153 | Add 6.95% | 463,904 | $97.62 |
| Q1 2019 | +109,837 | Add 23.68% | 573,741 | $101.23 |
| Q2 2019 | -5,904 | Reduce 1.03% | 567,837 | $111.80 |
| Q3 2019 | -1,520 | Reduce 0.27% | 566,317 | $117.69 |
| Q4 2019 | +11,049 | Add 1.95% | 577,366 | $139.40 |
| Q1 2020 | +56,233 | Add 9.74% | 633,599 | $90.03 |
| Q2 2020 | +6,495 | Add 1.03% | 640,094 | $94.06 |
| Q3 2020 | -3,901 | Reduce 0.61% | 636,193 | $96.27 |
| Q4 2020 | -29,005 | Reduce 4.56% | 607,188 | $127.07 |
| Q1 2021 | +9,439 | Add 1.55% | 616,627 | $152.23 |
| Q2 2021 | -68,383 | Reduce 11.09% | 548,244 | $155.54 |
| Q3 2021 | -12,947 | Reduce 2.36% | 535,297 | $163.69 |
| Q4 2021 | -16,558 | Reduce 3.09% | 518,739 | $158.35 |
| Q1 2022 | +154,291 | Add 29.74% | 673,030 | $136.32 |
| Q2 2022 | +60,734 | Add 9.02% | 733,764 | $112.61 |
| Q3 2022 | -18,358 | Reduce 2.50% | 715,406 | $104.50 |
| Q4 2022 | -16,715 | Reduce 2.34% | 698,691 | $134.10 |
| Q1 2023 | -9,819 | Reduce 1.41% | 688,872 | $130.31 |
| Q2 2023 | +1,402 | Add 0.20% | 690,274 | $145.44 |
| Q3 2023 | -7,856 | Reduce 1.14% | 682,418 | $145.02 |
| Q4 2023 | -85,772 | Reduce 12.57% | 596,646 | $170.10 |
| Q1 2024 | -64,492 | Reduce 10.81% | 532,154 | $200.30 |
| Q2 2024 | +433,385 | Add 0.00% | 433,384 | $202.26 |
| Q3 2024 | -58,746 | Reduce 13.56% | 374,638 | $210.86 |
| Q4 2024 | -41,508 | Reduce 11.08% | 333,130 | $239.71 |
| Q1 2025 | -15,510 | Reduce 4.66% | 317,620 | $245.30 |
| Q2 2025 | +108,215 | Add 34.07% | 425,835 | $289.91 |
| Q3 2025 | -290,389 | Reduce 68.19% | 135,446 | $315.69 |
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 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2024, adding 433,384 shares worth $87.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 135,446 shares of JPMorgan Chase & Co. (JPM), valued at approximately $42.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.55% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group's peak holding in JPMorgan Chase & Co. (JPM) was 733,764 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.