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
2025
Q2 		– Sell
-400
Closed -$30K – 7267
2025
Q1 		$30K Buy
+400
New +$35.2K ﹤0.01% 6034
2024
Q4 		– Sell
-32,200
Closed -$2.84M – 7486
2024
Q3 		$2.84M Buy
32,200
+25,600
+388% +$2.16M ﹤0.01% 3694
2024
Q2 		$719K Buy
6,600
+6,200
+1,550% +$859K ﹤0.01% 4478
2024
Q1 		$72.6K Sell
400
-9,000
-96% -$1.73M ﹤0.01% 5796
2023
Q4 		$2M Sell
9,400
-32,900
-78% -$6.04M ﹤0.01% 3834
2023
Q3 		$6.81M Buy
42,300
+42,000
+14,000% +$7.68M ﹤0.01% 2599
2023
Q2 		$59K Buy
+300
New +$58.6K ﹤0.01% 5676
2020
Q2 		– Sell
-38,800
Closed -$2.73M – 5485
2020
Q1 		$2.73M Buy
38,800
+37,300
+2,487% +$3.8M ﹤0.01% 2734
2019
Q4 		$192K Buy
+1,500
New +$188K ﹤0.01% 4688
2018
Q1 		– Sell
-74,100
Closed -$4.91M – 5465
2017
Q4 		$4.91M Buy
+74,100
New +$4.45M ﹤0.01% 2690
2016
Q2 		– Sell
-20,000
Closed -$827K – 4839
2016
Q1 		$827K Buy
+20,000
New +$731K ﹤0.01% 3143
2015
Q2 		– Sell
-8,500
Closed -$302K – 4062
2015
Q1 		$302K Buy
+8,500
New +$284K ﹤0.01% 3707

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.