Bank of New York Mellon’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.08B | Buy |
21,642,804
+540,362
| +3% | +$168M | 1.16% | 11 |
|
|
2026
Q1 | $6.21B | Sell |
21,102,442
-2,322,040
| -10% | -$705M | 1.14% | 11 |
|
|
2025
Q4 | $7.55B | Buy |
23,424,482
+1,194,583
| +5% | +$370M | 1.33% | 10 |
|
|
2025
Q3 | $7.01B | Sell |
22,229,899
-1,191,086
| -5% | -$354M | 1.26% | 10 |
|
|
2025
Q2 | $6.79B | Sell |
23,420,985
-1,380,168
| -6% | -$352M | 1.28% | 9 |
|
|
2025
Q1 | $6.08B | Buy |
24,801,153
+454,226
| +2% | +$116M | 1.2% | 10 |
|
|
2024
Q4 | $5.84B | Sell |
24,346,927
-813,015
| -3% | -$189M | 1.08% | 11 |
|
|
2024
Q3 | $5.31B | Sell |
25,159,942
-2,144,353
| -8% | -$452M | 0.99% | 11 |
|
|
2024
Q2 | $5.52B | Sell |
27,304,295
-590,310
| -2% | -$115M | 1.05% | 11 |
|
|
2024
Q1 | $5.59B | Sell |
27,894,605
-919,308
| -3% | -$166M | 1.07% | 9 |
|
|
2023
Q4 | $4.9B | Sell |
28,813,913
-311,904
| -1% | -$47.3M | 0.99% | 9 |
|
|
2023
Q3 | $4.22B | Sell |
29,125,817
-917,009
| -3% | -$137M | 0.93% | 13 |
|
|
2023
Q2 | $4.37B | Sell |
30,042,826
-878,317
| -3% | -$121M | 0.92% | 13 |
|
|
2023
Q1 | $4.03B | Buy |
30,921,143
+37,735
| +0.1% | +$5.17M | 0.88% | 11 |
|
|
2022
Q4 | $4.14B | Buy |
30,883,408
+2,890,252
| +10% | +$366M | 0.95% | 11 |
|
|
2022
Q3 | $2.93B | Sell |
27,993,156
-534,139
| -2% | -$61.3M | 0.71% | 15 |
|
|
2022
Q2 | $3.21B | Buy |
28,527,295
+999,992
| +4% | +$124M | 0.73% | 15 |
|
|
2022
Q1 | $3.75B | Sell |
27,527,303
-3,014,273
| -10% | -$445M | 0.73% | 15 |
|
|
2021
Q4 | $4.84B | Sell |
30,541,576
-325,682
| -1% | -$53.5M | 0.87% | 11 |
|
|
2021
Q3 | $5.05B | Sell |
30,867,258
-311,668
| -1% | -$48.9M | 0.99% | 10 |
|
|
2021
Q2 | $4.85B | Buy |
31,178,926
+743,975
| +2% | +$117M | 0.94% | 11 |
|
|
2021
Q1 | $4.63B | Buy |
30,434,951
+602,639
| +2% | +$86.7M | 0.95% | 9 |
|
|
2020
Q4 | $3.79B | Sell |
29,832,312
-718,316
| -2% | -$80.3M | 0.82% | 13 |
|
|
2020
Q3 | $2.94B | Buy |
30,550,628
+904,411
| +3% | +$88.8M | 0.73% | 18 |
|
|
2020
Q2 | $2.79B | Sell |
29,646,217
-1,946,638
| -6% | -$185M | 0.74% | 14 |
|
|
2020
Q1 | $2.84B | Buy |
31,592,855
+175,979
| +0.6% | +$21.4M | 0.94% | 10 |
|
|
2019
Q4 | $4.38B | Sell |
31,416,876
-1,712,139
| -5% | -$220M | 1.13% | 6 |
|
|
2019
Q3 | $3.9B | Sell |
33,129,015
-424,471
| -1% | -$48M | 1.07% | 7 |
|
|
2019
Q2 | $3.75B | Sell |
33,553,486
-1,226,386
| -4% | -$135M | 1.02% | 8 |
|
|
2019
Q1 | $3.52B | Buy |
34,779,872
+227,069
| +0.7% | +$23.4M | 0.99% | 9 |
|
|
2018
Q4 | $3.37B | Sell |
34,552,803
-1,492,909
| -4% | -$159M | 1.06% | 8 |
|
|
2018
Q3 | $4.07B | Sell |
36,045,712
-606,501
| -2% | -$68.8M | 1.05% | 8 |
|
|
2018
Q2 | $3.82B | Sell |
36,652,213
-580,822
| -2% | -$63.7M | 1.04% | 9 |
|
|
2018
Q1 | $4.09B | Sell |
37,233,035
-1,266,657
| -3% | -$143M | 1.13% | 6 |
|
|
2017
Q4 | $4.12B | Buy |
38,499,692
+530,709
| +1% | +$53.7M | 1.08% | 7 |
|
|
2017
Q3 | $3.63B | Sell |
37,968,983
-1,324,167
| -3% | -$122M | 1% | 10 |
|
|
2017
Q2 | $3.59B | Sell |
39,293,150
-2,454,579
| -6% | -$212M | 1.01% | 9 |
|
|
2017
Q1 | $3.67B | Sell |
41,747,729
-1,197,378
| -3% | -$106M | 1.02% | 7 |
|
|
2016
Q4 | $3.71B | Buy |
42,945,107
+614,368
| +1% | +$46.8M | 1.07% | 5 |
|
|
2016
Q3 | $2.82B | Sell |
42,330,739
-913,962
| -2% | -$59.6M | 0.84% | 13 |
|
|
2016
Q2 | $2.69B | Sell |
43,244,701
-1,587,822
| -4% | -$99.2M | 0.82% | 16 |
|
|
2016
Q1 | $2.65B | Sell |
44,832,523
-1,101,575
| -2% | -$64.3M | 0.8% | 15 |
|
|
2015
Q4 | $3.03B | Sell |
45,934,098
-2,143,886
| -4% | -$140M | 0.92% | 9 |
|
|
2015
Q3 | $2.93B | Sell |
48,077,984
-729,680
| -1% | -$47.8M | 0.9% | 8 |
|
|
2015
Q2 | $3.31B | Sell |
48,807,664
-1,517,377
| -3% | -$99.1M | 0.91% | 8 |
|
|
2015
Q1 | $3.05B | Sell |
50,325,041
-4,617,077
| -8% | -$273M | 0.79% | 12 |
|
|
2014
Q4 | $3.44B | Sell |
54,942,118
-900,760
| -2% | -$54.2M | 0.9% | 10 |
|
|
2014
Q3 | $3.36B | Buy |
55,842,878
+80,259
| +0.1% | +$4.69M | 0.91% | 10 |
|
|
2014
Q2 | $3.21B | Buy |
55,762,619
+700,724
| +1% | +$39.4M | 0.86% | 12 |
|
|
2014
Q1 | $3.34B | Buy |
55,061,895
+1,356,035
| +3% | +$78.4M | 0.91% | 10 |
|
|
2013
Q4 | $3.14B | Sell |
53,705,860
-2,795,855
| -5% | -$153M | 0.87% | 11 |
|
|
2013
Q3 | $2.92B | Sell |
56,501,715
-204,774
| -0.4% | -$11M | 0.87% | 13 |
|
|
2013
Q2 | $2.99B | Buy |
+56,706,489
| New | +$2.88B | 0.94% | 12 |
|
Other funds holding JPM
N
Bank of New York Mellon's JPM Position: Q2 2026 in Review
Bank of New York Mellon increased its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, buying an estimated $168M and bringing the position to 21,642,804 shares worth $7.08B. The position accounts for 1.16% of the portfolio, ranked #11.
Bank of New York Mellon first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.55B in Q4 2025. 3,816 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Bank of New York Mellon held 21,642,804 shares of JPMorgan Chase worth $7.08B as of Q2 2026.
- Bank of New York Mellon bought 540,362 JPMorgan Chase shares in Q2 2026, an estimated $168M.
- JPMorgan Chase made up 1.16% of Bank of New York Mellon's portfolio in Q2 2026, its #11 holding.
- Bank of New York Mellon first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Bank of New York Mellon's JPMorgan Chase position peaked at $7.55B in Q4 2025.
- 3,816 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.