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
Q2 		$2.15M Hold
20,000
– – ﹤0.01% 4125
2026
Q1 		$2.15M Buy
+20,000
New +$2.65M ﹤0.01% 4044

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

JP Morgan Chase's ARES Position: Q2 2026 in Review

JP Morgan Chase increased its Ares Management (ARES) stake by 19% in Q2 2026, buying an estimated $104M and bringing the position to 5,392,155 shares worth $580M. The position accounts for 0.03% of the portfolio, ranked #406.

JP Morgan Chase first reported a position in ARES in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.47B in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • JP Morgan Chase held 5,392,155 shares of Ares Management worth $580M as of Q2 2026.
  • JP Morgan Chase bought 869,811 Ares Management shares in Q2 2026, an estimated $104M.
  • Ares Management made up 0.03% of JP Morgan Chase's portfolio in Q2 2026, its #406 holding.
  • JP Morgan Chase first reported a position in Ares Management in Q4 2016 and has held it in 39 quarters since.
  • JP Morgan Chase's Ares Management position peaked at $1.47B in Q4 2024.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.