Geode Capital Management’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
$18.3B Buy
62,550,814
+1,282,126
+2% +$389M 1.14% 12
2025
Q4
$19.7B Sell
61,268,688
-13,017
-0% -$4.03M 1.21% 12
2025
Q3
$19.3B Buy
61,281,705
+152,434
+0.2% +$45.3M 1.23% 11
2025
Q2
$17.6B Buy
61,129,271
+300,160
+0.5% +$76.6M 1.24% 11
2025
Q1
$14.9B Buy
60,829,111
+1,608,508
+3% +$410M 1.17% 12
2024
Q4
$14.2B Buy
59,220,603
+876,417
+2% +$204M 1.1% 11
2024
Q3
$12.3B Buy
58,344,186
+505,830
+0.9% +$107M 0.99% 12
2024
Q2
$11.7B Buy
57,838,356
+928,574
+2% +$182M 1.02% 11
2024
Q1
$11.4B Buy
56,909,782
+1,585,527
+3% +$286M 1.05% 11
2023
Q4
$9.39B Buy
55,324,255
+998,063
+2% +$151M 0.98% 12
2023
Q3
$7.86B Buy
54,326,192
+958,695
+2% +$144M 0.94% 13
2023
Q2
$7.74B Buy
53,367,497
+1,057,041
+2% +$145M 0.91% 14
2023
Q1
$6.8B Buy
52,310,456
+1,061,831
+2% +$145M 0.88% 15
2022
Q4
$6.86B Buy
51,248,625
+1,082,325
+2% +$137M 0.96% 11
2022
Q3
$5.24B Buy
50,166,300
+983,290
+2% +$113M 0.79% 15
2022
Q2
$5.53B Buy
49,183,010
+694,644
+1% +$86.1M 0.81% 16
2022
Q1
$6.59B Buy
48,488,366
+681,860
+1% +$101M 0.82% 14
2021
Q4
$7.55B Buy
47,806,506
+687,571
+1% +$113M 0.91% 12
2021
Q3
$7.69B Buy
47,118,935
+541,152
+1% +$84.8M 1.04% 10
2021
Q2
$7.22B Buy
46,577,783
+1,137,615
+3% +$179M 1% 10
2021
Q1
$6.9B Buy
45,440,168
+925,022
+2% +$133M 1.05% 9
2020
Q4
$5.64B Buy
44,515,146
+600,972
+1% +$67.2M 0.95% 11
2020
Q3
$4.22B Buy
43,914,174
+36,096
+0.1% +$3.54M 0.83% 15
2020
Q2
$4.12B Sell
43,878,078
-1,199,982
-3% -$114M 0.88% 14
2020
Q1
$4.05B Buy
45,078,060
+666,292
+2% +$81M 1.06% 11
2019
Q4
$6.18B Buy
44,411,768
+595,401
+1% +$76.4M 1.29% 6
2019
Q3
$5.15B Buy
43,816,367
+496,825
+1% +$56.2M 1.2% 7
2019
Q2
$4.83B Buy
43,319,542
+990,850
+2% +$109M 1.17% 7
2019
Q1
$4.28B Buy
42,328,692
+1,739,528
+4% +$179M 1.11% 10
2018
Q4
$3.96B Buy
40,589,164
+1,829,659
+5% +$195M 1.22% 9
2018
Q3
$4.37B Sell
38,759,505
-253,346
-0.6% -$28.8M 1.23% 8
2018
Q2
$4.06B Buy
39,012,851
+198,829
+0.5% +$21.8M 1.25% 5
2018
Q1
$4.26B Buy
38,814,022
+1,701,717
+5% +$193M 1.39% 4
2017
Q4
$3.96B Buy
37,112,305
+883,150
+2% +$89.4M 1.35% 7
2017
Q3
$3.45B Buy
36,229,155
+534,489
+1% +$49.3M 1.27% 8
2017
Q2
$3.26B Buy
35,694,666
+164,829
+0.5% +$14.2M 1.28% 7
2017
Q1
$3.12B Buy
35,529,837
+2,645,055
+8% +$233M 1.28% 7
2016
Q4
$2.83B Buy
32,884,782
+1,276,665
+4% +$97.4M 1.32% 5
2016
Q3
$2.1B Buy
31,608,117
+1,007,658
+3% +$65.7M 1.06% 13
2016
Q2
$1.9B Sell
30,600,459
-432,434
-1% -$27M 1.03% 11
2016
Q1
$1.83M Buy
31,032,893
+570,147
+2% +$33.3M 0.97% 15
2015
Q4
$2.01B Sell
30,462,746
-47,233
-0.2% -$3.08M 1.14% 9
2015
Q3
$1.86B Buy
30,509,979
+208,374
+0.7% +$13.6M 1.13% 9
2015
Q2
$2.05B Sell
30,301,605
-225,270
-0.7% -$14.7M 1.17% 8
2015
Q1
$1.85B Buy
30,526,875
+1,023,238
+3% +$60.6M 1.06% 9
2014
Q4
$1.84B Buy
29,503,637
+874,340
+3% +$52.6M 1.1% 10
2014
Q3
$1.72B Sell
28,629,297
-99,012
-0.3% -$5.79M 1.12% 9
2014
Q2
$1.65B Sell
28,728,309
-381,072
-1% -$21.4M 1.07% 10
2014
Q1
$1.77B Buy
29,109,381
+644,972
+2% +$37.3M 1.18% 8
2013
Q4
$1.66B Buy
28,464,409
+1,550,367
+6% +$84.9M 1.15% 9
2013
Q3
$1.39B Buy
26,914,042
+772,227
+3% +$41.4M 1.12% 11
2013
Q2
$1.38B Buy
+26,141,815
New +$1.33B 1.21% 11

Other funds holding JPM

Geode Capital Management's JPM Position: Q1 2026 in Review

Geode Capital Management increased its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, buying an estimated $389M and bringing the position to 62,550,814 shares worth $18.3B. The position accounts for 1.14% of the portfolio, ranked #12.

Geode Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7B in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Geode Capital Management held 62,550,814 shares of JPMorgan Chase worth $18.3B as of Q1 2026.
  • Geode Capital Management bought 1,282,126 JPMorgan Chase shares in Q1 2026, an estimated $389M.
  • JPMorgan Chase made up 1.14% of Geode Capital Management's portfolio in Q1 2026, its #12 holding.
  • Geode Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's JPMorgan Chase position peaked at $19.7B in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.