JP Morgan Chase
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JP Morgan Chase’s Bloom Energy BE Stock Holding History

JP Morgan Chase’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4M Sell
33,500
-700
-2% -$103K ﹤0.01% 3525
2025
Q4 		$2.97M Buy
34,200
+33,700
+6,740% +$3.54M ﹤0.01% 3769
2025
Q3 		$42.3K Buy
500
+100
+25% +$4.64K ﹤0.01% 6287
2025
Q2 		$9.57K Buy
+400
New +$7.74K ﹤0.01% 6323
2025
Q1 		– Sell
-82,500
Closed -$1.83M – 7339
2024
Q4 		$1.83M Buy
82,500
+200
+0.2% +$3.51K ﹤0.01% 4219
2024
Q3 		$869K Hold
82,300
– – ﹤0.01% 4551
2024
Q2 		$1.01M Buy
+82,300
New +$1.05M ﹤0.01% 4277
2023
Q4 		– Sell
-56,900
Closed -$754K – 7517
2023
Q3 		$754K Buy
+56,900
New +$892K ﹤0.01% 4261
2023
Q2 		– Sell
-25,600
Closed -$510K – 6913
2023
Q1 		$510K Hold
25,600
– – ﹤0.01% 4487
2022
Q4 		$489K Buy
25,600
+19,200
+300% +$377K ﹤0.01% 4539
2022
Q3 		$128K Buy
+6,400
New +$144K ﹤0.01% 5174
2022
Q1 		– Sell
-4,500
Closed -$99K – 6593
2021
Q4 		$99K Hold
4,500
– – ﹤0.01% 5685
2021
Q3 		$84K Hold
4,500
– – ﹤0.01% 5652
2021
Q2 		$121K Hold
4,500
– – ﹤0.01% 5475
2021
Q1 		$122K Hold
4,500
– – ﹤0.01% 5323
2020
Q4 		$129K Buy
+4,500
New +$96.1K ﹤0.01% 4940

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Chase increased its Bloom Energy (BE) stake by 92% in Q1 2026, buying an estimated $121M and bringing the position to 1,720,723 shares worth $206M. The position accounts for 0.01% of the portfolio, ranked #685.

JP Morgan Chase first reported a position in BE in Q3 2018 and has held it in 31 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • JP Morgan Chase held 1,720,723 shares of Bloom Energy worth $206M as of Q1 2026.
  • JP Morgan Chase bought 826,277 Bloom Energy shares in Q1 2026, an estimated $121M.
  • Bloom Energy made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #685 holding.
  • JP Morgan Chase first reported a position in Bloom Energy in Q3 2018 and has held it in 31 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

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