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
2014
Q2
– Sell
-5,780
Closed -$351K – 4211
2014
Q1
$351K Sell
5,780
-17,804
-75% -$1.03M ﹤0.01% 3686
2013
Q4
$1.38M Buy
23,584
+13,036
+124% +$714K ﹤0.01% 3109
2013
Q3
$545K Buy
10,548
+757
+8% +$40.6K ﹤0.01% 3487
2013
Q2
$517K Buy
+9,791
New +$498K ﹤0.01% 3490

Other funds holding JPM

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. 5,152 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.
  • 5,152 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.