ClearBridge Investments’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 | $1.27B | Sell |
4,315,350
-306,193
| -7% | -$92.9M | 1.1% | 14 |
|
|
2025
Q4 | $1.49B | Sell |
4,621,543
-194,205
| -4% | -$60.1M | 1.19% | 10 |
|
|
2025
Q3 | $1.52B | Sell |
4,815,748
-489,563
| -9% | -$146M | 1.14% | 10 |
|
|
2025
Q2 | $1.54B | Sell |
5,305,311
-962,314
| -15% | -$246M | 1.25% | 10 |
|
|
2025
Q1 | $1.54B | Sell |
6,267,625
-441,785
| -7% | -$113M | 1.34% | 10 |
|
|
2024
Q4 | $1.61B | Sell |
6,709,410
-555,410
| -8% | -$129M | 1.3% | 11 |
|
|
2024
Q3 | $1.53B | Sell |
7,264,820
-193,236
| -3% | -$40.7M | 1.2% | 10 |
|
|
2024
Q2 | $1.51B | Sell |
7,458,056
-99,021
| -1% | -$19.4M | 1.23% | 10 |
|
|
2024
Q1 | $1.51B | Sell |
7,557,077
-160,161
| -2% | -$28.9M | 1.2% | 10 |
|
|
2023
Q4 | $1.31B | Sell |
7,717,238
-104,574
| -1% | -$15.8M | 1.13% | 10 |
|
|
2023
Q3 | $1.13B | Sell |
7,821,812
-105,086
| -1% | -$15.8M | 1.09% | 10 |
|
|
2023
Q2 | $1.15B | Sell |
7,926,898
-310,818
| -4% | -$42.7M | 1.04% | 12 |
|
|
2023
Q1 | $1.07B | Buy |
8,237,716
+849,027
| +11% | +$116M | 1.03% | 12 |
|
|
2022
Q4 | $991M | Buy |
7,388,689
+1,226,423
| +20% | +$155M | 0.98% | 16 |
|
|
2022
Q3 | $644M | Buy |
6,162,266
+109,124
| +2% | +$12.5M | 0.65% | 34 |
|
|
2022
Q2 | $682M | Sell |
6,053,142
-209,446
| -3% | -$25.9M | 0.64% | 33 |
|
|
2022
Q1 | $854M | Sell |
6,262,588
-384,146
| -6% | -$56.7M | 0.64% | 29 |
|
|
2021
Q4 | $1.05B | Sell |
6,646,734
-617
| -0% | -$101K | 0.72% | 25 |
|
|
2021
Q3 | $1.09B | Buy |
6,647,351
+34,335
| +0.5% | +$5.38M | 0.78% | 24 |
|
|
2021
Q2 | $1.03B | Buy |
6,613,016
+661,400
| +11% | +$104M | 0.72% | 25 |
|
|
2021
Q1 | $906M | Sell |
5,951,616
-111,496
| -2% | -$16M | 0.68% | 31 |
|
|
2020
Q4 | $770M | Buy |
6,063,112
+87,631
| +1% | +$9.79M | 0.6% | 44 |
|
|
2020
Q3 | $575M | Sell |
5,975,481
-165,344
| -3% | -$16.2M | 0.49% | 54 |
|
|
2020
Q2 | $578M | Sell |
6,140,825
-567,106
| -8% | -$53.8M | 0.52% | 53 |
|
|
2020
Q1 | $604M | Buy |
6,707,931
+71,563
| +1% | +$8.69M | 0.65% | 41 |
|
|
2019
Q4 | $936M | Sell |
6,636,368
-67,112
| -1% | -$8.61M | 0.78% | 28 |
|
|
2019
Q3 | $789M | Sell |
6,703,480
-30,169
| -0.4% | -$3.41M | 0.69% | 34 |
|
|
2019
Q2 | $753M | Sell |
6,733,649
-42,915
| -0.6% | -$4.73M | 0.65% | 37 |
|
|
2019
Q1 | $686M | Sell |
6,776,564
-128,740
| -2% | -$13.3M | 0.61% | 41 |
|
|
2018
Q4 | $674M | Sell |
6,905,304
-2,329
| -0% | -$248K | 0.68% | 33 |
|
|
2018
Q3 | $779M | Sell |
6,907,633
-318,105
| -4% | -$36.1M | 0.67% | 33 |
|
|
2018
Q2 | $753M | Sell |
7,225,738
-37,157
| -0.5% | -$4.08M | 0.62% | 39 |
|
|
2018
Q1 | $799M | Sell |
7,262,895
-420,819
| -5% | -$47.6M | 0.75% | 31 |
|
|
2017
Q4 | $822M | Buy |
7,683,714
+5,395
| +0.1% | +$546K | 0.76% | 28 |
|
|
2017
Q3 | $733M | Sell |
7,678,319
-42,360
| -0.5% | -$3.91M | 0.71% | 31 |
|
|
2017
Q2 | $706M | Sell |
7,720,679
-2,856
| -0% | -$246K | 0.69% | 30 |
|
|
2017
Q1 | $678M | Sell |
7,723,535
-121,963
| -2% | -$10.8M | 0.68% | 31 |
|
|
2016
Q4 | $677M | Sell |
7,845,498
-111,728
| -1% | -$8.52M | 0.74% | 27 |
|
|
2016
Q3 | $530M | Sell |
7,957,226
-1,403,291
| -15% | -$91.5M | 0.6% | 39 |
|
|
2016
Q2 | $582M | Buy |
9,360,517
+293,741
| +3% | +$18.3M | 0.69% | 33 |
|
|
2016
Q1 | $537M | Sell |
9,066,776
-28,890
| -0.3% | -$1.69M | 0.64% | 37 |
|
|
2015
Q4 | $601M | Sell |
9,095,666
-58,486
| -0.6% | -$3.81M | 0.7% | 30 |
|
|
2015
Q3 | $558M | Sell |
9,154,152
-57,217
| -0.6% | -$3.75M | 0.67% | 31 |
|
|
2015
Q2 | $624M | Buy |
9,211,369
+8,657
| +0.1% | +$565K | 0.66% | 32 |
|
|
2015
Q1 | $558M | Sell |
9,202,712
-232,298
| -2% | -$13.8M | 0.58% | 41 |
|
|
2014
Q4 | $590M | Sell |
9,435,010
-253,671
| -3% | -$15.3M | 0.62% | 34 |
|
|
2014
Q3 | $584M | Sell |
9,688,681
-44,948
| -0.5% | -$2.63M | 0.64% | 33 |
|
|
2014
Q2 | $561M | Sell |
9,733,629
-588,732
| -6% | -$33.1M | 0.63% | 35 |
|
|
2014
Q1 | $627M | Sell |
10,322,361
-66,209
| -0.6% | -$3.83M | 0.74% | 25 |
|
|
2013
Q4 | $608M | Sell |
10,388,570
-337,437
| -3% | -$18.5M | 0.76% | 26 |
|
|
2013
Q3 | $554M | Buy |
10,726,007
+406,643
| +4% | +$21.8M | 0.77% | 23 |
|
|
2013
Q2 | $545M | Buy |
+10,319,364
| New | +$525M | 0.83% | 22 |
|
Other funds holding JPM
VCM
VPM
ClearBridge Investments's JPM Position: Q1 2026 in Review
ClearBridge Investments reduced its JPMorgan Chase (JPM) stake by 6.6% in Q1 2026, selling an estimated $92.9M and leaving 4,315,350 shares worth $1.27B. The position accounts for 1.1% of the portfolio, ranked #14.
ClearBridge Investments first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.61B in Q4 2024. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- ClearBridge Investments held 4,315,350 shares of JPMorgan Chase worth $1.27B as of Q1 2026.
- ClearBridge Investments sold 306,193 JPMorgan Chase shares in Q1 2026, an estimated $92.9M.
- JPMorgan Chase made up 1.1% of ClearBridge Investments's portfolio in Q1 2026, its #14 holding.
- ClearBridge Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- ClearBridge Investments's JPMorgan Chase position peaked at $1.61B in Q4 2024.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.