Bank of New York Mellon’s JPMorgan Chase JPM Stock Holding History

Bank of New York Mellon’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
2016 Q1	–	Sell	-53,000	Closed	-$3.5M	–	4262
2015 Q4	$3.5M	Sell	53,000 -40,900	-44%	-$2.66M	﹤0.01%	2394
2015 Q3	$5.72M	Buy	93,900 +92,861	+8,938%	+$6.08M	﹤0.01%	2166
2015 Q2	$70K	Sell	1,039 -23	-2%	-$1.5K	﹤0.01%	4118
2015 Q1	$64K	Sell	1,062 -610	-36%	-$36.1K	﹤0.01%	4117
2014 Q4	$105K	Buy	+1,672	New	+$101K	﹤0.01%	4031
2014 Q2	–	Sell	-5,096	Closed	-$309K	–	4210
2014 Q1	$309K	Sell	5,096 -5,839	-53%	-$337K	﹤0.01%	3735
2013 Q4	$639K	Buy	10,935 +602	+6%	+$33K	﹤0.01%	3493
2013 Q3	$534K	Buy	10,333 +7,560	+273%	+$406K	﹤0.01%	3500
2013 Q2	$146K	Buy	+2,773	New	+$141K	﹤0.01%	3839

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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. 4,169 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.
4,169 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.