JP Morgan Chase
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JP Morgan Chase’s Franklin Resources 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
2019
Q4 		– Sell
-10,000
Closed -$289K – 5607
2019
Q3 		$289K Sell
10,000
-15,000
-60% -$458K ﹤0.01% 4450
2019
Q2 		$868K Buy
+25,000
New +$850K ﹤0.01% 3947
2018
Q4 		– Sell
-15,000
Closed -$456K – 5685
2018
Q3 		$456K Buy
+15,000
New +$483K ﹤0.01% 4326

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase increased its Franklin Resources (BEN) stake by 25% in Q1 2026, buying an estimated $10.8M and bringing the position to 2,105,874 shares worth $48.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

JP Morgan Chase first reported a position in BEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $140M in Q3 2017. 605 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

  • JP Morgan Chase held 2,105,874 shares of Franklin Resources worth $48.2M as of Q1 2026.
  • JP Morgan Chase bought 420,391 Franklin Resources shares in Q1 2026, an estimated $10.8M.
  • Franklin Resources made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1425 holding.
  • JP Morgan Chase first reported a position in Franklin Resources in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Franklin Resources position peaked at $140M in Q3 2017.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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