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 		$12.4M Buy
103,400
+101,400
+5,070% +$14.9M ﹤0.01% 2490
2025
Q4 		$174K Sell
2,000
-3,700
-65% -$389K ﹤0.01% 5605
2025
Q3 		$482K Sell
5,700
-7,800
-58% -$362K ﹤0.01% 5058
2025
Q2 		$323K Sell
13,500
-17,500
-56% -$339K ﹤0.01% 4999
2025
Q1 		$609K Buy
31,000
+1,900
+7% +$45.4K ﹤0.01% 4655
2024
Q4 		$646K Buy
+29,100
New +$510K ﹤0.01% 4907
2024
Q2 		– Sell
-286,300
Closed -$3.22M – 7337
2024
Q1 		$3.22M Buy
286,300
+200,000
+232% +$2.2M ﹤0.01% 3460
2023
Q4 		$1.28M Hold
86,300
– – ﹤0.01% 4174
2023
Q3 		$1.14M Buy
+86,300
New +$1.35M ﹤0.01% 3970
2022
Q2 		– Sell
-44,200
Closed -$1.07M – 6459
2022
Q1 		$1.07M Buy
44,200
+36,700
+489% +$717K ﹤0.01% 4218
2021
Q4 		$165K Buy
7,500
+6,500
+650% +$164K ﹤0.01% 5452
2021
Q3 		$19K Hold
1,000
– – ﹤0.01% 6051
2021
Q2 		$27K Hold
1,000
– – ﹤0.01% 5876
2021
Q1 		$27K Sell
1,000
-700
-41% -$22.8K ﹤0.01% 5656
2020
Q4 		$49K Buy
+1,700
New +$36.3K ﹤0.01% 5158

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.