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
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
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. 1,225 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.
  • 1,225 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.