JP Morgan Chase
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JP Morgan Chase’s Franklin Templeton BEN Stock Holding History

JP Morgan Chase’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.3M Sell
1,292,036
-813,838
-39% -$24.4M ﹤0.01% 1581
2026
Q1 		$48.2M Buy
2,105,874
+420,391
+25% +$10.8M ﹤0.01% 1425
2025
Q4 		$40.3M Sell
1,685,483
-415,517
-20% -$9.54M ﹤0.01% 1508
2025
Q3 		$48.6M Buy
2,101,000
+554,842
+36% +$13.7M ﹤0.01% 1433
2025
Q2 		$36.9M Buy
1,546,158
+431,363
+39% +$8.89M ﹤0.01% 1519
2025
Q1 		$21.5M Buy
1,114,795
+407,265
+58% +$8.16M ﹤0.01% 1878
2024
Q4 		$14.4M Sell
707,530
-1,314,525
-65% -$27.7M ﹤0.01% 2355
2024
Q3 		$40.7M Buy
2,022,055
+1,465,148
+263% +$31.6M ﹤0.01% 1457
2024
Q2 		$12.4M Sell
556,907
-774,281
-58% -$18.6M ﹤0.01% 2265
2024
Q1 		$37.4M Buy
1,331,188
+384,520
+41% +$10.6M ﹤0.01% 1466
2023
Q4 		$28.2M Buy
946,668
+497,885
+111% +$12.4M ﹤0.01% 1573
2023
Q3 		$11M Sell
448,783
-688,351
-61% -$18.6M ﹤0.01% 2173
2023
Q2 		$30.4M Buy
1,137,134
+370,578
+48% +$9.58M ﹤0.01% 1398
2023
Q1 		$20.7M Buy
766,556
+363,559
+90% +$10.6M ﹤0.01% 1636
2022
Q4 		$10.6M Sell
402,997
-96,845
-19% -$2.41M ﹤0.01% 2195
2022
Q3 		$10.8M Sell
499,842
-263,014
-34% -$6.76M ﹤0.01% 2096
2022
Q2 		$17.8M Sell
762,856
-261,523
-26% -$6.69M ﹤0.01% 1707
2022
Q1 		$28.6M Buy
1,024,379
+387,097
+61% +$11.8M ﹤0.01% 1497
2021
Q4 		$21.3M Sell
637,282
-231,572
-27% -$7.62M ﹤0.01% 1776
2021
Q3 		$25.8M Sell
868,854
-235,876
-21% -$7.36M ﹤0.01% 1569
2021
Q2 		$35.3M Sell
1,104,730
-692,107
-39% -$22.4M ﹤0.01% 1401
2021
Q1 		$53.2M Buy
1,796,837
+460,165
+34% +$12.6M 0.01% 1132
2020
Q4 		$33.4M Buy
1,336,672
+699,911
+110% +$15.6M ﹤0.01% 1282
2020
Q3 		$12.8M Buy
636,761
+298,777
+88% +$6.27M ﹤0.01% 1837
2020
Q2 		$7.09M Sell
337,984
-261,079
-44% -$4.93M ﹤0.01% 2178
2020
Q1 		$10M Sell
599,063
-1,061,416
-64% -$24.4M ﹤0.01% 1742
2019
Q4 		$43.1M Sell
1,660,479
-1,889,462
-53% -$51.3M 0.01% 1045
2019
Q3 		$102M Buy
3,549,941
+851,081
+32% +$26M 0.02% 660
2019
Q2 		$93.7M Buy
2,698,860
+1,876,684
+228% +$63.8M 0.02% 693
2019
Q1 		$27.2M Buy
822,176
+278,811
+51% +$8.8M 0.01% 1325
2018
Q4 		$16.1M Sell
543,365
-694,680
-56% -$21.4M ﹤0.01% 1646
2018
Q3 		$37.6M Sell
1,238,045
-255,087
-17% -$8.22M 0.01% 1190
2018
Q2 		$47.9M Sell
1,493,132
-699,392
-32% -$23.4M 0.01% 992
2018
Q1 		$76M Buy
2,192,524
+1,188,556
+118% +$48.3M 0.02% 747
2017
Q4 		$43.5M Sell
1,003,968
-2,149,780
-68% -$93.1M 0.01% 1060
2017
Q3 		$140M Buy
3,153,748
+2,184,863
+226% +$95.7M 0.03% 509
2017
Q2 		$43.4M Buy
968,885
+252,165
+35% +$10.8M 0.01% 986
2017
Q1 		$30.2M Buy
716,720
+651,346
+996% +$27M 0.01% 1202
2016
Q4 		$2.59M Sell
65,374
-62,858
-49% -$2.35M ﹤0.01% 2902
2016
Q3 		$4.56M Sell
128,232
-1,144,535
-90% -$40.5M ﹤0.01% 2316
2016
Q2 		$42.5M Sell
1,272,767
-1,249,382
-50% -$45.4M 0.01% 924
2016
Q1 		$98.5M Buy
2,522,149
+524,246
+26% +$18.6M 0.03% 544
2015
Q4 		$73.6M Buy
1,997,903
+1,642,325
+462% +$64.2M 0.02% 654
2015
Q3 		$13.3M Sell
355,578
-74,944
-17% -$3.24M ﹤0.01% 1544
2015
Q2 		$21.1M Buy
430,522
+28,350
+7% +$1.45M 0.01% 1373
2015
Q1 		$20.6M Sell
402,172
-55,847
-12% -$2.96M ﹤0.01% 1418
2014
Q4 		$25.4M Buy
458,019
+87,280
+24% +$4.82M 0.01% 1320
2014
Q3 		$20.2M Sell
370,739
-152,021
-29% -$8.51M ﹤0.01% 1434
2014
Q2 		$30.2M Buy
522,760
+49,260
+10% +$2.69M 0.01% 1106
2014
Q1 		$25.7M Sell
473,500
-39,075
-8% -$2.1M 0.01% 1186
2013
Q4 		$29.6M Sell
512,575
-315,453
-38% -$17M 0.01% 1087
2013
Q3 		$41.9M Buy
828,028
+72,247
+10% +$3.49M 0.01% 885
2013
Q2 		$34.3M Buy
+755,781
New +$38.5M 0.01% 931

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

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

JP Morgan Chase reduced its Franklin Templeton (BEN) stake by 39% in Q2 2026, selling an estimated $24.4M and leaving 1,292,036 shares worth $43.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

JP Morgan Chase first reported a position in BEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $140M in Q3 2017. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • JP Morgan Chase held 1,292,036 shares of Franklin Templeton worth $43.3M as of Q2 2026.
  • JP Morgan Chase sold 813,838 Franklin Templeton shares in Q2 2026, an estimated $24.4M.
  • Franklin Templeton made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1581 holding.
  • JP Morgan Chase first reported a position in Franklin Templeton in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Franklin Templeton position peaked at $140M in Q3 2017.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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