Boston Partners’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
Q1 | $2.08B | Sell |
7,053,020
-178,976
| -2% | -$54.3M | 2.17% | 1 |
|
|
2025
Q4 | $2.33B | Sell |
7,231,996
-260,767
| -3% | -$80.7M | 2.41% | 1 |
|
|
2025
Q3 | $2.36B | Buy |
7,492,763
+168,184
| +2% | +$50M | 2.42% | 1 |
|
|
2025
Q2 | $2.12B | Sell |
7,324,579
-28,388
| -0.4% | -$7.24M | 2.36% | 1 |
|
|
2025
Q1 | $1.8B | Sell |
7,352,967
-1,010,030
| -12% | -$257M | 2.18% | 1 |
|
|
2024
Q4 | $2.01B | Sell |
8,362,997
-296,372
| -3% | -$69M | 2.45% | 1 |
|
|
2024
Q3 | $1.83B | Sell |
8,659,369
-353,739
| -4% | -$74.5M | 2.16% | 1 |
|
|
2024
Q2 | $1.82B | Sell |
9,013,108
-44,719
| -0.5% | -$8.74M | 2.27% | 1 |
|
|
2024
Q1 | $1.81B | Sell |
9,057,827
-35,342
| -0.4% | -$6.38M | 2.16% | 1 |
|
|
2023
Q4 | $1.55B | Sell |
9,093,169
-215,253
| -2% | -$32.6M | 2.05% | 1 |
|
|
2023
Q3 | $1.35B | Buy |
9,308,422
+48,957
| +0.5% | +$7.34M | 1.87% | 1 |
|
|
2023
Q2 | $1.35B | Sell |
9,259,465
-207,973
| -2% | -$28.6M | 1.82% | 1 |
|
|
2023
Q1 | $1.24B | Sell |
9,467,438
-299,047
| -3% | -$41M | 1.7% | 3 |
|
|
2022
Q4 | $1.31B | Sell |
9,766,485
-297,433
| -3% | -$37.7M | 1.77% | 2 |
|
|
2022
Q3 | $1.06B | Buy |
10,063,918
+2,227,785
| +28% | +$256M | 1.55% | 4 |
|
|
2022
Q2 | $883M | Buy |
7,836,133
+108,487
| +1% | +$13.4M | 1.23% | 8 |
|
|
2022
Q1 | $1.05B | Buy |
7,727,646
+49,630
| +0.6% | +$7.33M | 1.27% | 5 |
|
|
2021
Q4 | $1.22B | Sell |
7,678,016
-346,061
| -4% | -$56.8M | 1.47% | 3 |
|
|
2021
Q3 | $1.31B | Buy |
8,024,077
+87,963
| +1% | +$13.8M | 1.66% | 1 |
|
|
2021
Q2 | $1.23B | Sell |
7,936,114
-466,110
| -6% | -$73.2M | 1.57% | 2 |
|
|
2021
Q1 | $1.28B | Sell |
8,402,224
-402,634
| -5% | -$57.9M | 1.72% | 1 |
|
|
2020
Q4 | $1.12B | Sell |
8,804,858
-2,526,405
| -22% | -$282M | 1.74% | 2 |
|
|
2020
Q3 | $1.09B | Buy |
11,331,263
+1,269,306
| +13% | +$125M | 1.99% | 1 |
|
|
2020
Q2 | $946M | Buy |
10,061,957
+552,958
| +6% | +$52.5M | 1.74% | 1 |
|
|
2020
Q1 | $856M | Sell |
9,508,999
-735,956
| -7% | -$89.4M | 1.7% | 3 |
|
|
2019
Q4 | $1.43B | Buy |
10,244,955
+33,669
| +0.3% | +$4.32M | 1.89% | 3 |
|
|
2019
Q3 | $1.2B | Buy |
10,211,286
+7,668,930
| +302% | +$867M | 1.63% | 4 |
|
|
2019
Q2 | $284M | Sell |
2,542,356
-173,877
| -6% | -$19.2M | 0.37% | 88 |
|
|
2019
Q1 | $275M | Sell |
2,716,233
-9,823,165
| -78% | -$1.01B | 0.36% | 82 |
|
|
2018
Q4 | $1.22B | Sell |
12,539,398
-3,193,863
| -20% | -$340M | 1.76% | 5 |
|
|
2018
Q3 | $1.78B | Sell |
15,733,261
-261,744
| -2% | -$29.7M | 2.06% | 3 |
|
|
2018
Q2 | $1.67B | Sell |
15,995,005
-97,679
| -0.6% | -$10.7M | 2% | 2 |
|
|
2018
Q1 | $1.77B | Sell |
16,092,684
-3,201,886
| -17% | -$363M | 2.13% | 2 |
|
|
2017
Q4 | $2.06B | Sell |
19,294,570
-551,477
| -3% | -$55.8M | 2.43% | 2 |
|
|
2017
Q3 | $1.9B | Sell |
19,846,047
-677,121
| -3% | -$62.4M | 2.34% | 1 |
|
|
2017
Q2 | $1.88B | Sell |
20,523,168
-951,577
| -4% | -$82.1M | 2.39% | 1 |
|
|
2017
Q1 | $1.89B | Sell |
21,474,745
-577,322
| -3% | -$50.9M | 2.41% | 1 |
|
|
2016
Q4 | $1.9B | Sell |
22,052,067
-2,242,123
| -9% | -$171M | 2.5% | 1 |
|
|
2016
Q3 | $1.62B | Sell |
24,294,190
-920,502
| -4% | -$60M | 2.26% | 2 |
|
|
2016
Q2 | $1.57B | Sell |
25,214,692
-553,022
| -2% | -$34.5M | 2.26% | 3 |
|
|
2016
Q1 | $1.53B | Sell |
25,767,714
-681,544
| -3% | -$39.8M | 2.25% | 2 |
|
|
2015
Q4 | $1.75B | Sell |
26,449,258
-87,273
| -0.3% | -$5.68M | 2.5% | 1 |
|
|
2015
Q3 | $1.62B | Buy |
26,536,531
+926,342
| +4% | +$60.7M | 2.47% | 1 |
|
|
2015
Q2 | $1.74B | Buy |
25,610,189
+916,169
| +4% | +$59.8M | 2.49% | 1 |
|
|
2015
Q1 | $1.5B | Sell |
24,694,020
-1,204,598
| -5% | -$71.3M | 2.23% | 1 |
|
|
2014
Q4 | $1.62B | Buy |
25,898,618
+836,238
| +3% | +$50.3M | 2.43% | 1 |
|
|
2014
Q3 | $1.51B | Buy |
25,062,380
+2,728,430
| +12% | +$159M | 2.45% | 1 |
|
|
2014
Q2 | $1.29B | Buy |
22,333,950
+2,254,993
| +11% | +$127M | 2.16% | 3 |
|
|
2014
Q1 | $1.22B | Buy |
20,078,957
+1,031,136
| +5% | +$59.6M | 2.22% | 2 |
|
|
2013
Q4 | $1.11B | Buy |
19,047,821
+589,602
| +3% | +$32.3M | 2.28% | 2 |
|
|
2013
Q3 | $954M | Buy |
18,458,219
+841,852
| +5% | +$45.2M | 2.3% | 1 |
|
|
2013
Q2 | $930M | Buy |
+17,616,367
| New | +$896M | 2.56% | 1 |
|
Other funds holding JPM
VCM
VPM
Boston Partners's JPM Position: Q1 2026 in Review
Boston Partners reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, selling an estimated $54.3M and leaving 7,053,020 shares worth $2.08B. The position accounts for 2.17% of the portfolio, ranked #1.
Boston Partners first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.36B in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Boston Partners held 7,053,020 shares of JPMorgan Chase worth $2.08B as of Q1 2026.
- Boston Partners sold 178,976 JPMorgan Chase shares in Q1 2026, an estimated $54.3M.
- JPMorgan Chase made up 2.17% of Boston Partners's portfolio in Q1 2026, its #1 holding.
- Boston Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Boston Partners's JPMorgan Chase position peaked at $2.36B in Q3 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.