Capital Research Global Investors’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 | $8.06B | Buy |
27,413,395
+5,483,088
| +25% | +$1.66B | 1.25% | 17 |
|
|
2025
Q4 | $7.07B | Sell |
21,930,307
-1,084,046
| -5% | -$336M | 1.3% | 16 |
|
|
2025
Q3 | $7.26B | Sell |
23,014,353
-490,941
| -2% | -$146M | 1.36% | 12 |
|
|
2025
Q2 | $6.81B | Buy |
23,505,294
+2,109,979
| +10% | +$538M | 1.36% | 17 |
|
|
2025
Q1 | $5.25B | Sell |
21,395,315
-1,445,718
| -6% | -$369M | 1.14% | 22 |
|
|
2024
Q4 | $5.48B | Buy |
22,841,033
+1,914,049
| +9% | +$446M | 1.13% | 20 |
|
|
2024
Q3 | $4.41B | Buy |
20,926,984
+966,261
| +5% | +$204M | 0.92% | 29 |
|
|
2024
Q2 | $4.04B | Buy |
19,960,723
+2,760,599
| +16% | +$540M | 0.89% | 26 |
|
|
2024
Q1 | $3.45B | Buy |
17,200,124
+3,252,451
| +23% | +$587M | 0.78% | 32 |
|
|
2023
Q4 | $2.37B | Sell |
13,947,673
-705,141
| -5% | -$107M | 0.58% | 43 |
|
|
2023
Q3 | $2.12B | Sell |
14,652,814
-122,863
| -0.8% | -$18.4M | 0.59% | 46 |
|
|
2023
Q2 | $2.15B | Sell |
14,775,677
-242,355
| -2% | -$33.3M | 0.58% | 46 |
|
|
2023
Q1 | $1.96B | Sell |
15,018,032
-1,701,137
| -10% | -$233M | 0.56% | 48 |
|
|
2022
Q4 | $2.24B | Buy |
16,719,169
+3,805,200
| +29% | +$482M | 0.68% | 41 |
|
|
2022
Q3 | $1.35B | Sell |
12,913,969
-7,618,792
| -37% | -$874M | 0.44% | 67 |
|
|
2022
Q2 | $2.31B | Sell |
20,532,761
-16,078,410
| -44% | -$1.99B | 0.72% | 31 |
|
|
2022
Q1 | $4.99B | Buy |
36,611,171
+1,590,742
| +5% | +$235M | 1.23% | 18 |
|
|
2021
Q4 | $5.55B | Sell |
35,020,429
-277,873
| -0.8% | -$45.6M | 1.23% | 16 |
|
|
2021
Q3 | $5.78B | Sell |
35,298,302
-6,963,653
| -16% | -$1.09B | 1.35% | 13 |
|
|
2021
Q2 | $6.57B | Sell |
42,261,955
-3,137,118
| -7% | -$493M | 1.53% | 13 |
|
|
2021
Q1 | $6.91B | Buy |
45,399,073
+7,690,849
| +20% | +$1.11B | 1.69% | 13 |
|
|
2020
Q4 | $4.79B | Buy |
37,708,224
+14,089,562
| +60% | +$1.57B | 1.24% | 16 |
|
|
2020
Q3 | $2.27B | Buy |
23,618,662
+6,914,372
| +41% | +$679M | 0.68% | 31 |
|
|
2020
Q2 | $1.57B | Buy |
16,704,290
+3,992,061
| +31% | +$379M | 0.5% | 40 |
|
|
2020
Q1 | $1.14B | Sell |
12,712,229
-14,948,902
| -54% | -$1.82B | 0.45% | 60 |
|
|
2019
Q4 | $3.86B | Buy |
27,661,131
+1,895,932
| +7% | +$243M | 1.16% | 19 |
|
|
2019
Q3 | $3.03B | Sell |
25,765,199
-348,515
| -1% | -$39.4M | 0.99% | 26 |
|
|
2019
Q2 | $2.92B | Buy |
26,113,714
+1,223,566
| +5% | +$135M | 0.93% | 30 |
|
|
2019
Q1 | $2.52B | Sell |
24,890,148
-276,336
| -1% | -$28.5M | 0.8% | 35 |
|
|
2018
Q4 | $2.46B | Buy |
25,166,484
+9,747,235
| +63% | +$1.04B | 0.86% | 28 |
|
|
2018
Q3 | $1.74B | Sell |
15,419,249
-6,321,556
| -29% | -$718M | 0.51% | 47 |
|
|
2018
Q2 | $2.27B | Sell |
21,740,805
-4,809,097
| -18% | -$528M | 0.62% | 43 |
|
|
2018
Q1 | $2.92B | Sell |
26,549,902
-5,212,810
| -16% | -$590M | 0.83% | 30 |
|
|
2017
Q4 | $3.4B | Buy |
31,762,712
+180,658
| +0.6% | +$18.3M | 1% | 26 |
|
|
2017
Q3 | $3.02B | Sell |
31,582,054
-132,709
| -0.4% | -$12.2M | 0.91% | 29 |
|
|
2017
Q2 | $2.9B | Buy |
31,714,763
+765,082
| +2% | +$66M | 0.91% | 28 |
|
|
2017
Q1 | $2.72B | Sell |
30,949,681
-457,004
| -1% | -$40.3M | 0.86% | 26 |
|
|
2016
Q4 | $2.71B | Buy |
31,406,685
+17,478,683
| +125% | +$1.33B | 0.88% | 30 |
|
|
2016
Q3 | $927M | Buy |
13,928,002
+3,699,360
| +36% | +$241M | 0.31% | 81 |
|
|
2016
Q2 | $636M | Sell |
10,228,642
-46,358
| -0.5% | -$2.9M | 0.22% | 120 |
|
|
2016
Q1 | $608M | Buy |
10,275,000
+2,996,800
| +41% | +$175M | 0.21% | 123 |
|
|
2015
Q4 | $481M | Sell |
7,278,200
-3,041,000
| -29% | -$198M | 0.16% | 138 |
|
|
2015
Q3 | $629M | Buy |
10,319,200
+3,111,000
| +43% | +$204M | 0.23% | 107 |
|
|
2015
Q2 | $488M | Buy |
7,208,200
+739,000
| +11% | +$48.2M | 0.16% | 143 |
|
|
2015
Q1 | $392M | Sell |
6,469,200
-680,000
| -10% | -$40.3M | 0.13% | 164 |
|
|
2014
Q4 | $447M | Sell |
7,149,200
-7,202,325
| -50% | -$433M | 0.15% | 150 |
|
|
2014
Q3 | $865M | Sell |
14,351,525
-1,054,260
| -7% | -$61.6M | 0.3% | 83 |
|
|
2014
Q2 | $888M | Buy |
15,405,785
+1,889,285
| +14% | +$106M | 0.31% | 94 |
|
|
2014
Q1 | $821M | Sell |
13,516,500
-4,318,500
| -24% | -$250M | 0.3% | 98 |
|
|
2013
Q4 | $1.04B | Sell |
17,835,000
-2,279,000
| -11% | -$125M | 0.39% | 76 |
|
|
2013
Q3 | $1.04B | Buy |
20,114,000
+1,779,000
| +10% | +$95.4M | 0.41% | 64 |
|
|
2013
Q2 | $968M | Buy |
+18,335,000
| New | +$932M | 0.41% | 68 |
|
Other funds holding JPM
VCM
VPM
Capital Research Global Investors's JPM Position: Q1 2026 in Review
Capital Research Global Investors increased its JPMorgan Chase (JPM) stake by 25% in Q1 2026, buying an estimated $1.66B and bringing the position to 27,413,395 shares worth $8.06B. The position accounts for 1.25% of the portfolio, ranked #17.
Capital Research Global Investors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Capital Research Global Investors held 27,413,395 shares of JPMorgan Chase worth $8.06B as of Q1 2026.
- Capital Research Global Investors bought 5,483,088 JPMorgan Chase shares in Q1 2026, an estimated $1.66B.
- JPMorgan Chase made up 1.25% of Capital Research Global Investors's portfolio in Q1 2026, its #17 holding.
- Capital Research Global Investors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.