Fidelity 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
$9.25B Sell
31,433,969
-4,266,750
-12% -$1.29B 0.49% 26
2025
Q4
$11.5B Sell
35,700,719
-3,036,533
-8% -$940M 0.59% 23
2025
Q3
$12.2B Sell
38,737,252
-3,305,863
-8% -$983M 0.64% 21
2025
Q2
$12.2B Sell
42,043,115
-4,962,193
-11% -$1.27B 0.69% 19
2025
Q1
$11.5B Sell
47,005,308
-1,202,958
-2% -$307M 0.74% 19
2024
Q4
$11.6B Sell
48,208,266
-121,021
-0.3% -$28.2M 0.69% 21
2024
Q3
$10.2B Sell
48,329,287
-4,775,979
-9% -$1.01B 0.62% 20
2024
Q2
$10.7B Sell
53,105,266
-2,259,555
-4% -$442M 0.69% 19
2024
Q1
$11.1B Buy
55,364,821
+2,759,739
+5% +$498M 0.74% 16
2023
Q4
$8.95B Buy
52,605,082
+3,187,443
+6% +$483M 0.69% 17
2023
Q3
$7.17B Buy
49,417,639
+606,382
+1% +$90.9M 0.62% 18
2023
Q2
$7.1B Buy
48,811,257
+6,554,435
+16% +$901M 0.6% 19
2023
Q1
$5.51B Sell
42,256,822
-2,551,870
-6% -$350M 0.5% 25
2022
Q4
$6.01B Buy
44,808,692
+5,495,694
+14% +$696M 0.6% 21
2022
Q3
$4.11B Buy
39,312,998
+1,333,432
+4% +$153M 0.43% 31
2022
Q2
$4.28B Sell
37,979,566
-3,298,220
-8% -$409M 0.43% 30
2022
Q1
$5.63B Sell
41,277,786
-4,659,718
-10% -$688M 0.45% 28
2021
Q4
$7.27B Buy
45,937,504
+795,161
+2% +$131M 0.54% 24
2021
Q3
$7.39B Sell
45,142,343
-3,621,153
-7% -$568M 0.59% 21
2021
Q2
$7.58B Buy
48,763,496
+1,513,407
+3% +$238M 0.59% 19
2021
Q1
$7.19B Buy
47,250,089
+8,791,666
+23% +$1.26B 0.61% 17
2020
Q4
$4.89B Buy
38,458,423
+1,691,888
+5% +$189M 0.43% 28
2020
Q3
$3.54B Sell
36,766,535
-4,881,612
-12% -$479M 0.36% 40
2020
Q2
$3.92B Sell
41,648,147
-4,749,531
-10% -$451M 0.43% 32
2020
Q1
$4.18B Sell
46,397,678
-9,114,541
-16% -$1.11B 0.58% 20
2019
Q4
$7.74B Buy
55,512,219
+202,379
+0.4% +$26M 0.85% 15
2019
Q3
$6.51B Sell
55,309,840
-6,397,619
-10% -$724M 0.78% 16
2019
Q2
$6.9B Sell
61,707,459
-2,955,060
-5% -$326M 0.81% 17
2019
Q1
$6.55B Sell
64,662,519
-7,476,420
-10% -$770M 0.78% 17
2018
Q4
$7.04B Sell
72,138,939
-12,434,037
-15% -$1.32B 0.96% 14
2018
Q3
$9.54B Sell
84,572,976
-6,636,589
-7% -$753M 1.07% 14
2018
Q2
$9.5B Buy
91,209,565
+3,913,869
+4% +$429M 1.09% 15
2018
Q1
$9.6B Sell
87,295,696
-3,912,799
-4% -$443M 1.14% 12
2017
Q4
$9.75B Sell
91,208,495
-1,929,738
-2% -$195M 1.14% 9
2017
Q3
$8.9B Sell
93,138,233
-2,067,545
-2% -$191M 1.08% 11
2017
Q2
$8.7B Sell
95,205,778
-4,785,373
-5% -$413M 1.08% 9
2017
Q1
$8.78B Buy
99,991,151
+3,404,008
+4% +$300M 1.12% 9
2016
Q4
$8.33B Buy
96,587,143
+15,715,835
+19% +$1.2B 1.11% 8
2016
Q3
$5.39B Sell
80,871,308
-2,583,313
-3% -$168M 0.72% 14
2016
Q2
$5.19B Sell
83,454,621
-10,062,841
-11% -$629M 0.71% 17
2016
Q1
$5.54B Sell
93,517,462
-25,420,104
-21% -$1.48B 0.77% 17
2015
Q4
$7.85B Sell
118,937,566
-9,943,629
-8% -$647M 1.06% 9
2015
Q3
$7.86B Sell
128,881,195
-4,310,239
-3% -$282M 1.12% 7
2015
Q2
$9.03B Buy
133,191,434
+8,695,774
+7% +$568M 1.16% 6
2015
Q1
$7.54B Sell
124,495,660
-4,492,529
-3% -$266M 0.96% 7
2014
Q4
$8.07B Sell
128,988,189
-1,746,679
-1% -$105M 1.05% 7
2014
Q3
$7.88B Buy
130,734,868
+46,561
+0% +$2.72M 1.07% 7
2014
Q2
$7.53B Buy
130,688,307
+212,855
+0.2% +$12M 1.01% 7
2014
Q1
$7.92B Buy
130,475,452
+17,328,993
+15% +$1B 1.1% 6
2013
Q4
$6.62B Buy
113,146,459
+10,323,667
+10% +$566M 0.94% 10
2013
Q3
$5.31B Buy
102,822,792
+419,736
+0.4% +$22.5M 0.81% 11
2013
Q2
$5.41B Buy
+102,403,056
New +$5.21B 0.88% 7

Other funds holding JPM

Fidelity Investments's JPM Position: Q1 2026 in Review

Fidelity Investments reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2026, selling an estimated $1.29B and leaving 31,433,969 shares worth $9.25B. The position accounts for 0.49% of the portfolio, ranked #26.

Fidelity Investments first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2B in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fidelity Investments held 31,433,969 shares of JPMorgan Chase worth $9.25B as of Q1 2026.
  • Fidelity Investments sold 4,266,750 JPMorgan Chase shares in Q1 2026, an estimated $1.29B.
  • JPMorgan Chase made up 0.49% of Fidelity Investments's portfolio in Q1 2026, its #26 holding.
  • Fidelity Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Fidelity Investments's JPMorgan Chase position peaked at $12.2B in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.