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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase reduced its Factset (FDS) stake by 7.9% in Q1 2026, selling an estimated $2.45M and leaving 123,052 shares worth $25.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

JP Morgan Chase first reported a position in FDS in Q2 2013 and has held it in 52 quarters since. The position peaked at $263M in Q4 2023. 721 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • JP Morgan Chase held 123,052 shares of Factset worth $25.2M as of Q1 2026.
  • JP Morgan Chase sold 10,491 Factset shares in Q1 2026, an estimated $2.45M.
  • Factset made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1897 holding.
  • JP Morgan Chase first reported a position in Factset in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Factset position peaked at $263M in Q4 2023.
  • 721 funds tracked by Wall St. Rank held Factset as of Q1 2026.

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