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J.P. Morgan Mansart Management Limited
Shahzad Sadique · Asset Manager · Quant/Systematic
J.P. Morgan Mansart Management Limited is a specialist asset management firm based in London and an indirect subsidiary of JPMorgan Chase & Co. Established to provide innovative fund solutions, the institution focuses on derivative-based and quantitative investment strategies across a wide array of asset classes. Mansart serves a global institutional clientele, including asset managers, pension funds, and insurance companies, by offering customized investment vehicles and infrastructure solutions such as UCITS and AIFs. The firm emphasizes operational efficiency and modular risk management, blending passive index-tracking with actively managed strategies to address specific client requirements and regulatory needs.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +24.3% |
| YTD return | +17.4% |
| Sharpe ratio | 3.23 |
| Win rate | 59% |
| AUM | $15.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $15.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.jpmorganmansart.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.5% | +12.7% |
| GOOGL | Alphabet Inc Class A | 13.3% | +9.8% |
| AAPL | Apple Inc | 9.5% | +25.2% |
| MSFT | Microsoft Corporation | 8.5% | +4.7% |
| AVGO | Broadcom Inc | 7.4% | +4.3% |
| TTE | TotalEnergies SE ADR | 6.2% | +19.8% |
| META | Meta Platforms Inc. | 5.9% | +18.1% |
| LRCX | Lam Research Corp | 4.5% | +9.6% |
| ORANY | Orange S.A. | 4.5% | +0.0% |
| AMZN | Amazon.com Inc | 4.1% | +7.6% |
| BNPQY | BNP Paribas SA ADR | 3.0% | 0.0% |
| ENGIY | Engie SA ADR | 2.9% | +0.0% |
| ERIC | Telefonaktiebolaget LM Ericsson B ADR | 2.9% | -6.5% |
| AMD | Advanced Micro Devices Inc | 2.7% | +19.5% |
| WDC | Western Digital Corporation | 2.1% | +92.8% |
| GS | Goldman Sachs Group Inc | 1.9% | -7.5% |
| TSLA | Tesla Inc | 1.6% | -13.7% |
| AMAT | Applied Materials Inc | 1.6% | -8.5% |
| COST | Costco Wholesale Corp | 1.6% | -6.3% |
| MRK | Merck & Company Inc | 1.4% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | HD | 1.5% → 0.0% |
| Sep 21, 2026 | SELL | BNPQY | 3.3% → 3.0% |
| Sep 21, 2026 | SELL | AMAT | 1.9% → 1.6% |
| Sep 21, 2026 | BUY | ERIC | 2.9% → 2.9% |
| Sep 21, 2026 | BUY | TSLA | 1.5% → 1.6% |
Investment Style Analysis
J.P. Morgan Mansart Management Limited is widely recognized for employing a Quant/Systematic strategy. As of Sep 21, 2026, the firm oversees approximately $15.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, J.P. Morgan Mansart Management Limited made a significant move by reducing the position in HD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution’s investment philosophy centers on providing modular and customizable fund solutions that leverage sophisticated derivative-based and quantitative frameworks. By utilizing rules-based strategies and advanced risk management techniques, the firm aims to deliver operational efficiency and tailored exposure for institutional investors. Their approach integrates both active and passive management, allowing for flexibility across diverse asset classes while maintaining a focus on transparency, regulatory compliance, and the delivery of specific risk-return outcomes through innovative structuring.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with J.P. Morgan Mansart Management Limited.
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Frequently asked questions
How is the simulated portfolio for J.P. Morgan Mansart Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is J.P. Morgan Mansart Management Limited's largest holding?
As of the latest filing, J.P. Morgan Mansart Management Limited's top position is NVIDIA Corporation (NVDA), representing 14.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is J.P. Morgan Mansart Management Limited's historical performance and risk profile?
Our simulation indicates a total return of +24.3% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.23, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does J.P. Morgan Mansart Management Limited primarily invest in?
J.P. Morgan Mansart Management Limited has a strong preference for the Semiconductors sector, which makes up 24.7% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is J.P. Morgan Mansart Management Limited's portfolio concentrated or diversified?
J.P. Morgan Mansart Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has J.P. Morgan Mansart Management Limited performed in 2026?
Our AI-simulated model portfolio for J.P. Morgan Mansart Management Limited tracks a Year-to-Date (YTD) return of +17.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Shahzad Sadique manage J.P. Morgan Mansart Management Limited directly?
Yes, Shahzad Sadique serves as the key portfolio manager for J.P. Morgan Mansart Management Limited, overseeing the investment strategy and final capital allocation decisions.