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 Q3	$5.21M	Buy	+14,800	New	+$4.38M	﹤0.01%	3452
2025 Q2	–	Sell	-2,100	Closed	-$237K	–	7458
2025 Q1	$237K	Sell	2,100 -52,200	-96%	-$6.92M	﹤0.01%	5171
2024 Q4	$5.85M	Buy	54,300 +3,200	+6%	+$313K	﹤0.01%	3202
2024 Q3	$4.13M	Sell	51,100 -2,400	-4%	-$193K	﹤0.01%	3353
2024 Q2	$4.43M	Buy	53,500 +2,800	+6%	+$226K	﹤0.01%	3124
2024 Q1	$4.91M	Buy	50,700 +700	+1%	+$63.4K	﹤0.01%	3122
2023 Q4	$4.16M	Buy	50,000 +21,800	+77%	+$1.52M	﹤0.01%	3251
2023 Q3	$1.78M	Buy	28,200 +28,000	+14,000%	+$1.79M	﹤0.01%	3628
2023 Q2	$13.1K	Buy	+200	New	+$11.9K	﹤0.01%	6003
2022 Q3	–	Sell	-65,000	Closed	-$2.84M	–	6720
2022 Q2	$2.84M	Buy	+65,000	New	+$4.68M	﹤0.01%	3266
2021 Q1	–	Sell	-59,700	Closed	-$4.54M	–	6244
2020 Q4	$4.54M	Hold	59,700	–	–	﹤0.01%	2890
2020 Q3	$2.43M	Buy	+59,700	New	+$2.29M	﹤0.01%	3113

Other funds holding NET

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase's NET Position: Q3 2026 in Review

JP Morgan Chase increased its Cloudflare (NET) stake by 15% in Q3 2026, buying an estimated $239M and bringing the position to 6,076,575 shares worth $2.14B. The position accounts for 0.12% of the portfolio, ranked #175.

JP Morgan Chase first reported a position in NET in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.68B in Q4 2025. 1,150 funds tracked by Wall St. Rank hold NET as of Q3 2026.

JP Morgan Chase held 6,076,575 shares of Cloudflare worth $2.14B as of Q3 2026.
JP Morgan Chase bought 807,013 Cloudflare shares in Q3 2026, an estimated $239M.
Cloudflare made up 0.12% of JP Morgan Chase's portfolio in Q3 2026, its #175 holding.
JP Morgan Chase first reported a position in Cloudflare in Q3 2019 and has held it in 29 quarters since.
JP Morgan Chase's Cloudflare position peaked at $2.68B in Q4 2025.
1,150 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.