JP Morgan Chase
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JP Morgan Chase’s Ares Management ARES Stock Holding History

JP Morgan Chase’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15M Buy
+20,000
New +$2.65M ﹤0.01% 4044

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase's ARES Position: Q1 2026 in Review

JP Morgan Chase reduced its Ares Management (ARES) stake by 35% in Q1 2026, selling an estimated $330M and leaving 4,522,344 shares worth $487M. The position accounts for 0.03% of the portfolio, ranked #413.

JP Morgan Chase first reported a position in ARES in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.47B in Q4 2024. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • JP Morgan Chase held 4,522,344 shares of Ares Management worth $487M as of Q1 2026.
  • JP Morgan Chase sold 2,487,050 Ares Management shares in Q1 2026, an estimated $330M.
  • Ares Management made up 0.03% of JP Morgan Chase's portfolio in Q1 2026, its #413 holding.
  • JP Morgan Chase first reported a position in Ares Management in Q4 2016 and has held it in 38 quarters since.
  • JP Morgan Chase's Ares Management position peaked at $1.47B in Q4 2024.
  • 795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.