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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase's FIVE Position: Q2 2026 in Review

JP Morgan Chase reduced its Five Below (FIVE) stake by 14% in Q2 2026, selling an estimated $13.7M and leaving 396,000 shares worth $71M. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

JP Morgan Chase first reported a position in FIVE in Q2 2013 and has held it in 52 quarters since. The position peaked at $101M in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • JP Morgan Chase held 396,000 shares of Five Below worth $71M as of Q2 2026.
  • JP Morgan Chase sold 63,598 Five Below shares in Q2 2026, an estimated $13.7M.
  • Five Below made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1235 holding.
  • JP Morgan Chase first reported a position in Five Below in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Five Below position peaked at $101M in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.