JP Morgan Chase
FIVE icon

JP Morgan Chase’s Five Below FIVE Stock Holding History

JP Morgan Chase’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40,000
Closed -$7.53M – 7646
2025
Q4 		$7.53M Buy
+40,000
New +$6.5M ﹤0.01% 2951
2025
Q3 		– Sell
-3,500
Closed -$459K – 7505
2025
Q2 		$459K Buy
+3,500
New +$341K ﹤0.01% 4829
2024
Q1 		– Sell
-49,300
Closed -$10.5M – 7538
2023
Q4 		$10.5M Buy
+49,300
New +$9.05M ﹤0.01% 2425
2023
Q3 		– Sell
-11,000
Closed -$2.16M – 7543
2023
Q2 		$2.16M Buy
11,000
+5,200
+90% +$1.02M ﹤0.01% 3485
2023
Q1 		$1.2M Buy
+5,800
New +$1.14M ﹤0.01% 3917
2020
Q2 		– Sell
-63,800
Closed -$4.49M – 5484
2020
Q1 		$4.49M Buy
63,800
+62,300
+4,153% +$6.34M ﹤0.01% 2343
2019
Q4 		$192K Buy
+1,500
New +$188K ﹤0.01% 4687
2018
Q1 		– Sell
-3,000
Closed -$199K – 5464
2017
Q4 		$199K Buy
+3,000
New +$180K ﹤0.01% 4413
2016
Q3 		– Sell
-30,000
Closed -$1.39M – 4620
2016
Q2 		$1.39M Buy
+30,000
New +$1.25M ﹤0.01% 3000
2016
Q1 		– Sell
-40,600
Closed -$1.3M – 4755
2015
Q4 		$1.3M Buy
40,600
+25,000
+160% +$801K ﹤0.01% 2988
2015
Q3 		$524K Buy
+15,600
New +$567K ﹤0.01% 3393

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

JP Morgan Chase increased its Five Below (FIVE) stake by 12% in Q1 2026, buying an estimated $10.5M and bringing the position to 459,598 shares worth $101M. The position accounts for 0.01% of the portfolio, ranked #979.

JP Morgan Chase first reported a position in FIVE in Q2 2013 and has held it in 51 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • JP Morgan Chase held 459,598 shares of Five Below worth $101M as of Q1 2026.
  • JP Morgan Chase bought 50,413 Five Below shares in Q1 2026, an estimated $10.5M.
  • Five Below made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #979 holding.
  • JP Morgan Chase first reported a position in Five Below in Q2 2013 and has held it in 51 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

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