JP Morgan Chase
DEO icon

JP Morgan Chase’s Diageo DEO Stock Holding History

JP Morgan Chase’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-27,400
Closed -$3.09M – 4592
2016
Q2 		$3.09M Buy
+27,400
New +$2.96M ﹤0.01% 2577

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

JP Morgan Chase reduced its Diageo (DEO) stake by 36% in Q2 2026, selling an estimated $18.6M and leaving 407,278 shares worth $33.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

JP Morgan Chase first reported a position in DEO in Q2 2013 and has held it in 53 quarters since. The position peaked at $157M in Q3 2024. 722 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • JP Morgan Chase held 407,278 shares of Diageo worth $33.9M as of Q2 2026.
  • JP Morgan Chase sold 230,291 Diageo shares in Q2 2026, an estimated $18.6M.
  • Diageo made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1773 holding.
  • JP Morgan Chase first reported a position in Diageo in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Diageo position peaked at $157M in Q3 2024.
  • 722 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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