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Fullerton Fund Management’s JPMorgan Chase JPM Stock Holding History

Fullerton Fund Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7M Buy
109,052
+103,614
+1,905% +$32.2M 2.29% 17
2026
Q1 		$1.6M Sell
5,438
-315,141
-98% -$95.6M 0.13% 31
2025
Q4 		$103M Sell
320,579
-153,702
-32% -$47.6M 4.52% 8
2025
Q3 		$150M Buy
474,281
+7,250
+2% +$2.16M 5.78% 5
2025
Q2 		$135M Buy
467,031
+119,117
+34% +$30.4M 5.48% 6
2025
Q1 		$85.3M Sell
347,914
-533,306
-61% -$136M 5.48% 4
2024
Q4 		$211M Buy
881,220
+525,631
+148% +$122M 7.38% 2
2024
Q3 		$75M Buy
355,589
+67,594
+23% +$14.2M 3.15% 10
2024
Q2 		$58.2M Buy
287,995
+284,639
+8,481% +$55.6M 2.61% 13
2024
Q1 		$672K Buy
+3,356
New +$606K 0.03% 60
2023
Q4 		– Sell
-26,266
Closed -$3.81M – 66
2023
Q3 		$3.81M Buy
26,266
+16,449
+168% +$2.47M 0.27% 44
2023
Q2 		$1.43M Sell
9,817
-34,636
-78% -$4.76M 0.1% 56
2023
Q1 		$5.79M Sell
44,453
-161,970
-78% -$22.2M 0.44% 42
2022
Q4 		$27.7M Buy
206,423
+195,014
+1,709% +$24.7M 2.06% 19
2022
Q3 		$1.19M Sell
11,409
-91,280
-89% -$10.5M 0.09% 56
2022
Q2 		$11.6M Sell
102,689
-11,805
-10% -$1.46M 0.77% 32
2022
Q1 		$15.6M Sell
114,494
-250,895
-69% -$37M 0.82% 32
2021
Q4 		$57.9M Buy
+365,389
New +$60M 2.9% 11
2021
Q3 		– Sell
-70,623
Closed -$11M – 82
2021
Q2 		$11M Sell
70,623
-56,188
-44% -$8.82M 0.75% 34
2021
Q1 		$19.3M Sell
126,811
-2,136
-2% -$307K 1.49% 20
2020
Q4 		$16.4M Buy
+128,947
New +$14.4M 1.2% 30
2020
Q1 		– Sell
-43,625
Closed -$6.08M – 60
2019
Q4 		$6.08M Sell
43,625
-4,364
-9% -$560K 1.28% 12
2019
Q3 		$5.65M Buy
+47,989
New +$5.43M 1.72% 10

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fullerton Fund Management's JPM Position: Q2 2026 in Review

Fullerton Fund Management increased its JPMorgan Chase (JPM) stake by 1,905% in Q2 2026, buying an estimated $32.2M and bringing the position to 109,052 shares worth $35.7M. The position accounts for 2.29% of the portfolio, ranked #17.

Fullerton Fund Management first reported a position in JPM in Q3 2019 and has held it in 23 quarters since. The position peaked at $211M in Q4 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fullerton Fund Management held 109,052 shares of JPMorgan Chase worth $35.7M as of Q2 2026.
  • Fullerton Fund Management bought 103,614 JPMorgan Chase shares in Q2 2026, an estimated $32.2M.
  • JPMorgan Chase made up 2.29% of Fullerton Fund Management's portfolio in Q2 2026, its #17 holding.
  • Fullerton Fund Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 23 quarters since.
  • Fullerton Fund Management's JPMorgan Chase position peaked at $211M in Q4 2024.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fullerton Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.