JP Morgan Chase
NET icon

JP Morgan Chase’s Cloudflare NET Stock Holding History

JP Morgan Chase’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28B Sell
5,269,562
-633,183
-11% -$139M 0.07% 239
2026
Q1 		$1.15B Sell
5,902,745
-7,704,361
-57% -$1.47B 0.07% 241
2025
Q4 		$2.68B Buy
13,607,106
+3,045,901
+29% +$644M 0.17% 128
2025
Q3 		$2.27B Buy
10,561,205
+3,435,573
+48% +$701M 0.14% 153
2025
Q2 		$1.4B Buy
7,125,632
+4,680,734
+191% +$680M 0.09% 213
2025
Q1 		$276M Buy
2,444,898
+2,278,287
+1,367% +$302M 0.02% 570
2024
Q4 		$17.9M Sell
166,611
-118,597
-42% -$11.6M ﹤0.01% 2142
2024
Q3 		$23.1M Sell
285,208
-215,988
-43% -$17.4M ﹤0.01% 1867
2024
Q2 		$41.5M Sell
501,196
-272,934
-35% -$22M ﹤0.01% 1353
2024
Q1 		$75M Buy
774,130
+599,057
+342% +$54.2M 0.01% 1082
2023
Q4 		$14.6M Sell
175,073
-1,582,137
-90% -$111M ﹤0.01% 2113
2023
Q3 		$111M Sell
1,757,210
-209,303
-11% -$13.4M 0.01% 765
2023
Q2 		$129M Buy
1,966,513
+1,713,469
+677% +$102M 0.01% 718
2023
Q1 		$15.6M Buy
253,044
+111,367
+79% +$6.09M ﹤0.01% 1872
2022
Q4 		$6.41M Sell
141,677
-27,847
-16% -$1.38M ﹤0.01% 2625
2022
Q3 		$9.38M Sell
169,524
-205,240
-55% -$12.2M ﹤0.01% 2198
2022
Q2 		$16.4M Buy
374,764
+220,741
+143% +$15.9M ﹤0.01% 1774
2022
Q1 		$18.4M Buy
154,023
+19,126
+14% +$1.99M ﹤0.01% 1834
2021
Q4 		$17.7M Sell
134,897
-290,471
-68% -$48.7M ﹤0.01% 1918
2021
Q3 		$47.9M Buy
425,368
+90,016
+27% +$10.8M 0.01% 1201
2021
Q2 		$35.5M Sell
335,352
-248,134
-43% -$20.5M ﹤0.01% 1400
2021
Q1 		$41M Sell
583,486
-142,476
-20% -$11M 0.01% 1252
2020
Q4 		$55.2M Sell
725,962
-652,490
-47% -$42.8M 0.01% 1025
2020
Q3 		$56.1M Buy
1,378,452
+1,042,086
+310% +$39.9M 0.01% 918
2020
Q2 		$12.1M Buy
336,366
+100,465
+43% +$2.81M ﹤0.01% 1743
2020
Q1 		$5.54M Sell
235,901
-466,119
-66% -$9.07M ﹤0.01% 2170
2019
Q4 		$12M Buy
702,020
+601,820
+601% +$10.2M ﹤0.01% 1975
2019
Q3 		$1.86M Buy
+100,200
New +$1.94M ﹤0.01% 3475

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

JP Morgan Chase reduced its Cloudflare (NET) stake by 11% in Q2 2026, selling an estimated $139M and leaving 5,269,562 shares worth $1.28B. The position accounts for 0.07% of the portfolio, ranked #239.

JP Morgan Chase first reported a position in NET in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.68B in Q4 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • JP Morgan Chase held 5,269,562 shares of Cloudflare worth $1.28B as of Q2 2026.
  • JP Morgan Chase sold 633,183 Cloudflare shares in Q2 2026, an estimated $139M.
  • Cloudflare made up 0.07% of JP Morgan Chase's portfolio in Q2 2026, its #239 holding.
  • JP Morgan Chase first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • JP Morgan Chase's Cloudflare position peaked at $2.68B in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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