JP Morgan Chase
FDS icon

JP Morgan Chase’s Factset FDS Stock Holding History

JP Morgan Chase’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,300
Closed -$1.04M – 5688
2019
Q3 		$1.04M Buy
+4,300
New +$1.19M ﹤0.01% 3810
2019
Q2 		– Sell
-25,000
Closed -$6.21M – 5821
2019
Q1 		$6.21M Buy
+25,000
New +$5.59M ﹤0.01% 2421

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 767 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.
  • 767 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.