JP Morgan Chase’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.9M | Sell |
117,632
-5,420
| -4% | -$1.24M | ﹤0.01% | 1941 |
|
|
2026
Q1 | $25.2M | Sell |
123,052
-10,491
| -8% | -$2.45M | ﹤0.01% | 1897 |
|
|
2025
Q4 | $38.8M | Sell |
133,543
-3,865
| -3% | -$1.09M | ﹤0.01% | 1533 |
|
|
2025
Q3 | $39.4M | Sell |
137,408
-281,332
| -67% | -$107M | ﹤0.01% | 1567 |
|
|
2025
Q2 | $187M | Sell |
418,740
-87,021
| -17% | -$38.1M | 0.01% | 706 |
|
|
2025
Q1 | $230M | Buy |
505,761
+4,693
| +0.9% | +$2.14M | 0.02% | 629 |
|
|
2024
Q4 | $241M | Buy |
501,068
+7,718
| +2% | +$3.67M | 0.02% | 601 |
|
|
2024
Q3 | $227M | Buy |
493,350
+52,741
| +12% | +$22.4M | 0.02% | 638 |
|
|
2024
Q2 | $180M | Sell |
440,609
-130,539
| -23% | -$55.5M | 0.01% | 697 |
|
|
2024
Q1 | $260M | Buy |
571,148
+18,995
| +3% | +$8.86M | 0.02% | 571 |
|
|
2023
Q4 | $263M | Buy |
552,153
+48,686
| +10% | +$21.9M | 0.03% | 535 |
|
|
2023
Q3 | $220M | Buy |
503,467
+66,986
| +15% | +$28.5M | 0.02% | 525 |
|
|
2023
Q2 | $175M | Sell |
436,481
-73,460
| -14% | -$29.6M | 0.02% | 610 |
|
|
2023
Q1 | $212M | Buy |
509,941
+31,964
| +7% | +$13.3M | 0.03% | 527 |
|
|
2022
Q4 | $192M | Buy |
477,977
+84,788
| +22% | +$36.1M | 0.03% | 526 |
|
|
2022
Q3 | $157M | Buy |
393,189
+215,375
| +121% | +$91.2M | 0.02% | 563 |
|
|
2022
Q2 | $68.4M | Buy |
177,814
+12,197
| +7% | +$4.77M | 0.01% | 906 |
|
|
2022
Q1 | $71.9M | Buy |
165,617
+31,867
| +24% | +$13.4M | 0.01% | 990 |
|
|
2021
Q4 | $65M | Sell |
133,750
-52,006
| -28% | -$23.3M | 0.01% | 1072 |
|
|
2021
Q3 | $73.3M | Sell |
185,756
-21,878
| -11% | -$7.95M | 0.01% | 1005 |
|
|
2021
Q2 | $69.7M | Sell |
207,634
-13,242
| -6% | -$4.34M | 0.01% | 1071 |
|
|
2021
Q1 | $68.2M | Buy |
220,876
+10,694
| +5% | +$3.38M | 0.01% | 1036 |
|
|
2020
Q4 | $69.9M | Sell |
210,182
-130,506
| -38% | -$43.1M | 0.01% | 933 |
|
|
2020
Q3 | $114M | Sell |
340,688
-51,709
| -13% | -$17.9M | 0.02% | 654 |
|
|
2020
Q2 | $129M | Sell |
392,397
-34,579
| -8% | -$9.99M | 0.02% | 567 |
|
|
2020
Q1 | $111M | Sell |
426,976
-28,507
| -6% | -$7.76M | 0.03% | 534 |
|
|
2019
Q4 | $122M | Sell |
455,483
-72,478
| -14% | -$18.6M | 0.02% | 603 |
|
|
2019
Q3 | $128M | Buy |
527,961
+50,547
| +11% | +$14M | 0.03% | 582 |
|
|
2019
Q2 | $136M | Sell |
477,414
-29,231
| -6% | -$8.09M | 0.03% | 573 |
|
|
2019
Q1 | $126M | Buy |
506,645
+27,727
| +6% | +$6.2M | 0.03% | 578 |
|
|
2018
Q4 | $95.8M | Buy |
478,918
+16,419
| +4% | +$3.62M | 0.02% | 636 |
|
|
2018
Q3 | $103M | Sell |
462,499
-52,856
| -10% | -$11.5M | 0.02% | 676 |
|
|
2018
Q2 | $102M | Buy |
515,355
+85,781
| +20% | +$17.1M | 0.02% | 653 |
|
|
2018
Q1 | $85.7M | Sell |
429,574
-1,925
| -0.4% | -$389K | 0.02% | 701 |
|
|
2017
Q4 | $83.2M | Sell |
431,499
-65,711
| -13% | -$12.6M | 0.02% | 740 |
|
|
2017
Q3 | $89M | Sell |
497,210
-2,938
| -0.6% | -$480K | 0.02% | 665 |
|
|
2017
Q2 | $83.1M | Buy |
500,148
+32,742
| +7% | +$5.35M | 0.02% | 691 |
|
|
2017
Q1 | $77.1M | Buy |
467,406
+47,045
| +11% | +$8.23M | 0.02% | 732 |
|
|
2016
Q4 | $68.7M | Buy |
420,361
+114,748
| +38% | +$18.3M | 0.02% | 737 |
|
|
2016
Q3 | $49.5M | Sell |
305,613
-29,196
| -9% | -$5.03M | 0.01% | 842 |
|
|
2016
Q2 | $54M | Buy |
334,809
+31,178
| +10% | +$4.82M | 0.01% | 809 |
|
|
2016
Q1 | $46M | Buy |
303,631
+22,733
| +8% | +$3.39M | 0.01% | 854 |
|
|
2015
Q4 | $45.7M | Buy |
280,898
+6,800
| +2% | +$1.14M | 0.01% | 844 |
|
|
2015
Q3 | $43.8M | Sell |
274,098
-23,555
| -8% | -$3.85M | 0.01% | 842 |
|
|
2015
Q2 | $48.4M | Sell |
297,653
-15,504
| -5% | -$2.52M | 0.01% | 890 |
|
|
2015
Q1 | $49.9M | Sell |
313,157
-1,199
| -0.4% | -$180K | 0.01% | 902 |
|
|
2014
Q4 | $44.2M | Sell |
314,356
-5,740
| -2% | -$762K | 0.01% | 994 |
|
|
2014
Q3 | $38.9M | Sell |
320,096
-46,138
| -13% | -$5.7M | 0.01% | 1036 |
|
|
2014
Q2 | $44.1M | Buy |
366,234
+29,886
| +9% | +$3.24M | 0.01% | 919 |
|
|
2014
Q1 | $36.3M | Buy |
336,348
+89,612
| +36% | +$9.48M | 0.01% | 993 |
|
|
2013
Q4 | $26.8M | Buy |
246,736
+7,369
| +3% | +$818K | 0.01% | 1159 |
|
|
2013
Q3 | $26.1M | Buy |
239,367
+10,699
| +5% | +$1.16M | 0.01% | 1148 |
|
|
2013
Q2 | $23.3M | Buy |
+228,668
| New | +$21.9M | 0.01% | 1158 |
|
Other funds holding FDS
JP Morgan Chase's FDS Position: Q2 2026 in Review
JP Morgan Chase reduced its Factset (FDS) stake by 4.4% in Q2 2026, selling an estimated $1.24M and leaving 117,632 shares worth $27.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1941.
JP Morgan Chase first reported a position in FDS in Q2 2013 and has held it in 53 quarters since. The position peaked at $263M in Q4 2023. 765 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- JP Morgan Chase held 117,632 shares of Factset worth $27.9M as of Q2 2026.
- JP Morgan Chase sold 5,420 Factset shares in Q2 2026, an estimated $1.24M.
- Factset made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1941 holding.
- JP Morgan Chase first reported a position in Factset in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's Factset position peaked at $263M in Q4 2023.
- 765 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.