JP Morgan Chase
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JP Morgan Chase’s JPMorgan Chase JPM Stock Holding History

JP Morgan Chase’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69B Buy
5,130,331
+72,700
+1% +$22.6M 0.09% 197
2026
Q1 		$1.44B Buy
5,057,631
+131,262
+3% +$39.8M 0.09% 208
2025
Q4 		$1.59B Buy
4,926,369
+74,809
+2% +$23.2M 0.1% 200
2025
Q3 		$1.53B Buy
4,851,560
+48,371
+1% +$14.4M 0.09% 205
2025
Q2 		$1.39B Buy
4,803,189
+232,961
+5% +$59.4M 0.09% 214
2025
Q1 		$1.12B Buy
4,570,228
+137,468
+3% +$35M 0.08% 227
2024
Q4 		$1.06B Sell
4,432,760
-18,015
-0.4% -$4.2M 0.08% 237
2024
Q3 		$938M Buy
4,450,775
+319,730
+8% +$67.3M 0.07% 255
2024
Q2 		$836M Buy
4,131,045
+174,445
+4% +$34.1M 0.07% 254
2024
Q1 		$793M Sell
3,956,600
-255,067
-6% -$46M 0.07% 270
2023
Q4 		$716M Sell
4,211,667
-494,591
-11% -$75M 0.07% 271
2023
Q3 		$683M Buy
4,706,258
+91,416
+2% +$13.7M 0.08% 258
2023
Q2 		$671M Buy
4,614,842
+558,720
+14% +$76.8M 0.07% 268
2023
Q1 		$529M Buy
4,056,122
+500,841
+14% +$68.6M 0.06% 296
2022
Q4 		$477M Buy
3,555,281
+232,991
+7% +$29.5M 0.06% 299
2022
Q3 		$347M Buy
3,322,290
+21,714
+0.7% +$2.49M 0.05% 351
2022
Q2 		$372M Buy
3,300,576
+518,197
+19% +$64.2M 0.05% 344
2022
Q1 		$379M Buy
2,782,379
+101,832
+4% +$15M 0.05% 375
2021
Q4 		$424M Sell
2,680,547
-40,457
-1% -$6.64M 0.05% 374
2021
Q3 		$445M Buy
2,721,004
+47,108
+2% +$7.39M 0.06% 339
2021
Q2 		$416M Sell
2,673,896
-113,579
-4% -$17.8M 0.05% 387
2021
Q1 		$424M Sell
2,787,475
-196,883
-7% -$28.3M 0.06% 342
2020
Q4 		$379M Buy
2,984,358
+276,996
+10% +$31M 0.06% 340
2020
Q3 		$258M Sell
2,707,362
-54,301
-2% -$5.33M 0.04% 399
2020
Q2 		$260M Sell
2,761,663
-67,281
-2% -$6.38M 0.05% 364
2020
Q1 		$255M Sell
2,828,944
-29,198
-1% -$3.55M 0.06% 307
2019
Q4 		$398M Buy
2,858,142
+5,808
+0.2% +$745K 0.07% 274
2019
Q3 		$336M Buy
2,852,334
+98,093
+4% +$11.1M 0.07% 298
2019
Q2 		$300M Buy
2,754,241
+21,944
+0.8% +$2.42M 0.06% 328
2019
Q1 		$277M Sell
2,732,297
-2,288,373
-46% -$236M 0.06% 343
2018
Q4 		$490M Sell
5,020,670
-34,456
-0.7% -$3.67M 0.11% 196
2018
Q3 		$570M Buy
5,055,126
+56,549
+1% +$6.42M 0.11% 202
2018
Q2 		$521M Sell
4,998,577
-49,319
-1% -$5.41M 0.11% 192
2018
Q1 		$555M Sell
5,047,896
-902,480
-15% -$102M 0.12% 195
2017
Q4 		$636M Buy
5,950,376
+1,812,505
+44% +$184M 0.13% 161
2017
Q3 		$395M Sell
4,137,871
-55,052
-1% -$5.08M 0.09% 255
2017
Q2 		$383M Sell
4,192,923
-141,732
-3% -$12.2M 0.09% 247
2017
Q1 		$381M Sell
4,334,655
-60,515
-1% -$5.34M 0.09% 242
2016
Q4 		$379M Sell
4,395,170
-300,221
-6% -$22.9M 0.09% 236
2016
Q3 		$313M Sell
4,695,391
-935,832
-17% -$61M 0.08% 273
2016
Q2 		$350M Buy
5,631,223
+8,650
+0.2% +$540K 0.09% 253
2016
Q1 		$333M Sell
5,622,573
-131,155
-2% -$7.66M 0.09% 259
2015
Q4 		$380M Buy
5,753,728
+16,288
+0.3% +$1.06M 0.1% 242
2015
Q3 		$350M Sell
5,737,440
-801,151
-12% -$52.5M 0.09% 240
2015
Q2 		$443M Buy
6,538,591
+509,940
+8% +$33.3M 0.1% 217
2015
Q1 		$365M Sell
6,028,651
-606,803
-9% -$35.9M 0.08% 274
2014
Q4 		$415M Buy
6,635,454
+15,782
+0.2% +$950K 0.09% 237
2014
Q3 		$399M Buy
+6,619,672
New +$387M 0.09% 241
2014
Q2 		– Sell
-6,791,213
Closed -$382M – 2208
2014
Q1 		$412M Sell
6,791,213
-47,426
-0.7% -$2.74M 0.11% 198
2013
Q4 		$400M Sell
6,838,639
-3,122,400
-31% -$171M 0.11% 208
2013
Q3 		$515M Sell
9,961,039
-279,355
-3% -$15M 0.15% 154
2013
Q2 		$541M Buy
+10,240,394
New +$521M 0.17% 132

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

JP Morgan Chase increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $22.6M and bringing the position to 5,130,331 shares worth $1.69B. The position accounts for 0.09% of the portfolio, ranked #197.

JP Morgan Chase first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • JP Morgan Chase held 5,130,331 shares of JPMorgan Chase worth $1.69B as of Q2 2026.
  • JP Morgan Chase bought 72,700 JPMorgan Chase shares in Q2 2026, an estimated $22.6M.
  • JPMorgan Chase made up 0.09% of JP Morgan Chase's portfolio in Q2 2026, its #197 holding.
  • JP Morgan Chase first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • 4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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