Artisan Partners’s JPMorgan Chase JPM Stock Holding History

Artisan Partners’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	$358M	Buy	1,218,651 +1,170,733	+2,443%	+$355M	0.58%	42
2025 Q4	$15.4M	Buy	47,918 +26	+0.1%	+$8.05K	0.02%	304
2025 Q3	$15.1M	Buy	+47,892	New	+$14.2M	0.02%	296
2021 Q2	–	Sell	-244,510	Closed	-$37.2M	–	351
2021 Q1	$37.2M	Buy	+244,510	New	+$35.2M	0.05%	279
2018 Q2	–	Sell	-29,255	Closed	-$3.22M	–	284
2018 Q1	$3.22M	Sell	29,255 -18,134	-38%	-$2.05M	0.01%	256
2017 Q4	$5.07M	Buy	+47,389	New	+$4.8M	0.01%	250
2016 Q3	–	Sell	-274,601	Closed	-$17.1M	–	273
2016 Q2	$17.1M	Sell	274,601 -36,052	-12%	-$2.25M	0.04%	220
2016 Q1	$18.4M	Buy	310,653 +11,532	+4%	+$673K	0.04%	225
2015 Q4	$19.8M	Buy	299,121 +1,249	+0.4%	+$81.3K	0.04%	223
2015 Q3	$18.2M	Buy	297,872 +10,492	+4%	+$687K	0.04%	228
2015 Q2	$19.5M	Buy	287,380 +14,179	+5%	+$926K	0.04%	227
2015 Q1	$16.6M	Sell	273,201 -5,899	-2%	-$349K	0.03%	249
2014 Q4	$17.5M	Buy	279,100 +134,941	+94%	+$8.12M	0.03%	274
2014 Q3	$8.68M	Buy	+144,159	New	+$8.43M	0.02%	331

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners's JPM Position: Q1 2026 in Review

Artisan Partners increased its JPMorgan Chase (JPM) stake by 2,443% in Q1 2026, buying an estimated $355M and bringing the position to 1,218,651 shares worth $358M. The position accounts for 0.58% of the portfolio, ranked #42.

Artisan Partners first reported a position in JPM in Q3 2014 and has held it in 14 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Artisan Partners held 1,218,651 shares of JPMorgan Chase worth $358M as of Q1 2026.
Artisan Partners bought 1,170,733 JPMorgan Chase shares in Q1 2026, an estimated $355M.
JPMorgan Chase made up 0.58% of Artisan Partners's portfolio in Q1 2026, its #42 holding.
Artisan Partners first reported a position in JPMorgan Chase in Q3 2014 and has held it in 14 quarters since.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Artisan Partners's 13F filing for Q1 2026, filed 13 May 2026.