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 		$1.09M Buy
+33,000
New +$988K ﹤0.01% 4604
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

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. 668 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.
  • 668 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.