JP Morgan Chase
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JP Morgan Chase’s Microsoft MSFT Stock Holding History

JP Morgan Chase’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218M Sell
607,700
-631,400
-51% -$264M 0.01% 660
2025
Q4 		$599M Sell
1,239,100
-947,800
-43% -$475M 0.04% 363
2025
Q3 		$1.13B Buy
2,186,900
+363,300
+20% +$185M 0.07% 258
2025
Q2 		$907M Sell
1,823,600
-318,400
-15% -$138M 0.06% 282
2025
Q1 		$804M Buy
2,142,000
+1,246,600
+139% +$508M 0.06% 285
2024
Q4 		$377M Buy
895,400
+191,100
+27% +$81.4M 0.03% 456
2024
Q3 		$303M Sell
704,300
-23,100
-3% -$9.87M 0.02% 540
2024
Q2 		$325M Sell
727,400
-787,000
-52% -$332M 0.03% 474
2024
Q1 		$637M Sell
1,514,400
-1,060,500
-41% -$429M 0.05% 324
2023
Q4 		$968M Buy
2,574,900
+376,600
+17% +$134M 0.09% 219
2023
Q3 		$694M Buy
2,198,300
+286,400
+15% +$94.6M 0.08% 256
2023
Q2 		$651M Buy
1,911,900
+416,400
+28% +$131M 0.07% 274
2023
Q1 		$431M Sell
1,495,500
-378,200
-20% -$96.5M 0.05% 341
2022
Q4 		$449M Buy
1,873,700
+83,300
+5% +$20M 0.06% 317
2022
Q3 		$417M Sell
1,790,400
-198,900
-10% -$52.5M 0.06% 311
2022
Q2 		$511M Buy
1,989,300
+367,100
+23% +$99.6M 0.07% 272
2022
Q1 		$500M Sell
1,622,200
-1,961,800
-55% -$590M 0.06% 306
2021
Q4 		$1.21B Buy
3,584,000
+142,400
+4% +$46.2M 0.14% 161
2021
Q3 		$970M Buy
3,441,600
+38,100
+1% +$11.1M 0.12% 192
2021
Q2 		$922M Buy
3,403,500
+676,900
+25% +$172M 0.11% 207
2021
Q1 		$643M Sell
2,726,600
-525,700
-16% -$122M 0.09% 252
2020
Q4 		$723M Buy
3,252,300
+2,074,200
+176% +$446M 0.11% 205
2020
Q3 		$244M Buy
1,178,100
+285,700
+32% +$60M 0.04% 416
2020
Q2 		$182M Buy
892,400
+600
+0.1% +$109K 0.04% 469
2020
Q1 		$141M Sell
891,800
-1,651,800
-65% -$272M 0.03% 470
2019
Q4 		$401M Buy
2,543,600
+748,500
+42% +$110M 0.07% 273
2019
Q3 		$250M Buy
1,795,100
+641,200
+56% +$88.2M 0.05% 370
2019
Q2 		$155M Buy
1,153,900
+224,000
+24% +$28.4M 0.03% 528
2019
Q1 		$110M Sell
929,900
-738,200
-44% -$80.5M 0.02% 617
2018
Q4 		$169M Sell
1,668,100
-200,900
-11% -$21.5M 0.04% 454
2018
Q3 		$214M Buy
1,869,000
+156,100
+9% +$16.9M 0.04% 435
2018
Q2 		$169M Buy
1,712,900
+579,800
+51% +$56.2M 0.03% 484
2018
Q1 		$103M Sell
1,133,100
-1,318,400
-54% -$121M 0.02% 618
2017
Q4 		$210M Buy
2,451,500
+904,100
+58% +$74.2M 0.04% 411
2017
Q3 		$114M Sell
1,547,400
-254,400
-14% -$18.6M 0.03% 569
2017
Q2 		$124M Buy
1,801,800
+796,100
+79% +$54.7M 0.03% 538
2017
Q1 		$66.2M Buy
1,005,700
+476,100
+90% +$30.5M 0.02% 813
2016
Q4 		$32.9M Buy
529,600
+144,770
+38% +$8.71M 0.01% 1147
2016
Q3 		$22.2M Sell
384,830
-76,500
-17% -$4.32M 0.01% 1310
2016
Q2 		$23.6M Sell
461,330
-938,870
-67% -$48.8M 0.01% 1280
2016
Q1 		$77.3M Buy
1,400,200
+536,600
+62% +$28.1M 0.02% 627
2015
Q4 		$47.9M Buy
863,600
+365,900
+74% +$19.3M 0.01% 817
2015
Q3 		$22M Buy
497,700
+222,600
+81% +$10M 0.01% 1206
2015
Q2 		$12.1M Buy
275,100
+120,100
+77% +$5.48M ﹤0.01% 1779
2015
Q1 		$6.3M Sell
155,000
-1,352,428
-90% -$58.9M ﹤0.01% 2192
2014
Q4 		$70M Buy
1,507,428
+933,028
+162% +$43.8M 0.02% 772
2014
Q3 		$26.6M Buy
574,400
+474,100
+473% +$21.1M 0.01% 1271
2014
Q2 		$4.18M Buy
100,300
+100,000
+33,333% +$4.05M ﹤0.01% 2154
2014
Q1 		$12K Sell
300
-1,488,246
-100% -$55.9M ﹤0.01% 3541
2013
Q4 		$55.7M Buy
1,488,546
+758,646
+104% +$27.6M 0.02% 751
2013
Q3 		$24.3M Sell
729,900
-660,200
-47% -$21.7M 0.01% 1207
2013
Q2 		$48M Buy
+1,390,100
New +$45.5M 0.02% 767

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase reduced its Microsoft (MSFT) stake by 14% in Q1 2026, selling an estimated $8.63B and leaving 127,128,999 shares worth $45.6B. The position accounts for 2.93% of the portfolio, ranked #3.

JP Morgan Chase first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $82.3B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • JP Morgan Chase held 127,128,999 shares of Microsoft worth $45.6B as of Q1 2026.
  • JP Morgan Chase sold 20,630,851 Microsoft shares in Q1 2026, an estimated $8.63B.
  • Microsoft made up 2.93% of JP Morgan Chase's portfolio in Q1 2026, its #3 holding.
  • JP Morgan Chase first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Microsoft position peaked at $82.3B in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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