JP Morgan Chase’s Blackstone BX Stock Holding History

JP Morgan Chase’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.4M	Buy	317,100 +125,000	+65%	+$16.3M	﹤0.01%	1623
2025 Q4	$29.6M	Buy	192,100 +94,600	+97%	+$14.4M	﹤0.01%	1721
2025 Q3	$16.7M	Buy	97,500 +42,300	+77%	+$7.25M	﹤0.01%	2254
2025 Q2	$8.26M	Buy	55,200 +17,700	+47%	+$2.43M	﹤0.01%	2721
2025 Q1	$5.24M	Sell	37,500 -271,800	-88%	-$44.1M	﹤0.01%	3117
2024 Q4	$53.3M	Buy	309,300 +101,700	+49%	+$17.7M	﹤0.01%	1283
2024 Q3	$31.8M	Sell	207,600 -59,700	-22%	-$8.28M	﹤0.01%	1631
2024 Q2	$33.1M	Sell	267,300 -54,800	-17%	-$6.74M	﹤0.01%	1488
2024 Q1	$42.3M	Sell	322,100 -872,200	-73%	-$109M	﹤0.01%	1389
2023 Q4	$156M	Sell	1,194,300 -428,000	-26%	-$46.3M	0.02%	698
2023 Q3	$174M	Buy	1,622,300 +1,522,300	+1,522%	+$159M	0.02%	597
2023 Q2	$9.3M	Sell	100,000 -3,177,300	-97%	-$274M	﹤0.01%	2348
2023 Q1	$288M	Buy	3,277,300 +1,754,600	+115%	+$155M	0.04%	431
2022 Q4	$113M	Buy	+1,522,700	New	+$132M	0.01%	727
2022 Q3	–	Sell	-222,300	Closed	-$20.3M	–	6474
2022 Q2	$20.3M	Buy	+222,300	New	+$24M	﹤0.01%	1608
2022 Q1	–	Sell	-475,100	Closed	-$61.5M	–	6617
2021 Q4	$61.5M	Buy	475,100 +105,100	+28%	+$14M	0.01%	1109
2021 Q3	$43M	Hold	370,000	–	–	0.01%	1261
2021 Q2	$35.9M	Sell	370,000 -11,100	-3%	-$986K	﹤0.01%	1387
2021 Q1	$28.4M	Buy	381,100 +11,100	+3%	+$766K	﹤0.01%	1470
2020 Q4	$24M	Hold	370,000	–	–	﹤0.01%	1491
2020 Q3	$19.5M	Hold	370,000	–	–	﹤0.01%	1503
2020 Q2	$21M	Hold	370,000	–	–	﹤0.01%	1345
2020 Q1	$16.9M	Sell	370,000 -1,135,300	-75%	-$62.8M	﹤0.01%	1366
2019 Q4	$84.2M	Buy	1,505,300 +430,000	+40%	+$22.3M	0.02%	735
2019 Q3	$52.5M	Sell	1,075,300 -85,000	-7%	-$4.15M	0.01%	920
2019 Q2	$51.4M	Buy	1,160,300 +465,300	+67%	+$18.6M	0.01%	943
2019 Q1	$24.3M	Sell	695,000 -584,100	-46%	-$19.5M	0.01%	1407
2018 Q4	$38.1M	Buy	1,279,100 +13,600	+1%	+$450K	0.01%	1035
2018 Q3	$48.2M	Hold	1,265,500	–	–	0.01%	1037
2018 Q2	$40.7M	Sell	1,265,500 -219,800	-15%	-$6.99M	0.01%	1079
2018 Q1	$47.5M	Buy	1,485,300 +295,900	+25%	+$10.1M	0.01%	963
2017 Q4	$38.1M	Buy	1,189,400 +433,400	+57%	+$14.1M	0.01%	1133
2017 Q3	$25.2M	Buy	756,000 +459,400	+155%	+$15.1M	0.01%	1344
2017 Q2	$9.89M	Sell	296,600 -53,400	-15%	-$1.67M	﹤0.01%	1979
2017 Q1	$10.4M	Buy	350,000 +150,000	+75%	+$4.51M	﹤0.01%	1908
2016 Q4	$5.41M	Hold	200,000	–	–	﹤0.01%	2392
2016 Q3	$5.11M	Hold	200,000	–	–	﹤0.01%	2239
2016 Q2	$4.91M	Buy	+200,000	New	+$5.32M	﹤0.01%	2309
2016 Q1	–	Sell	-1,028,202	Closed	-$30.1M	–	4663
2015 Q4	$30.1M	Buy	1,028,202 +893,184	+662%	+$28.5M	0.01%	1070
2015 Q3	$4.2M	Buy	135,018 +38,519	+40%	+$1.39M	﹤0.01%	2334
2015 Q2	$3.87M	Buy	96,499 +66,744	+224%	+$2.74M	﹤0.01%	2550
2015 Q1	$1.14M	Sell	29,755 -105,059	-78%	-$3.8M	﹤0.01%	3167
2014 Q4	$4.48M	Sell	134,814 -5,095	-4%	-$159K	﹤0.01%	2478
2014 Q3	$4.32M	Buy	+139,909	New	+$4.55M	﹤0.01%	2457

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase reduced its Blackstone (BX) stake by 20% in Q1 2026, selling an estimated $525M and leaving 15,928,310 shares worth $1.78B. The position accounts for 0.11% of the portfolio, ranked #177.

JP Morgan Chase first reported a position in BX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.26B in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

JP Morgan Chase held 15,928,310 shares of Blackstone worth $1.78B as of Q1 2026.
JP Morgan Chase sold 4,037,027 Blackstone shares in Q1 2026, an estimated $525M.
Blackstone made up 0.11% of JP Morgan Chase's portfolio in Q1 2026, its #177 holding.
JP Morgan Chase first reported a position in Blackstone in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's Blackstone position peaked at $4.26B in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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