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 Q1	$253K	Sell	1,300 -16,200	-93%	-$3.09M	﹤0.01%	5361
2025 Q4	$3.45M	Buy	+17,500	New	+$3.7M	﹤0.01%	3657
2025 Q1	–	Sell	-21,600	Closed	-$2.33M	–	7601
2024 Q4	$2.33M	Hold	21,600	–	–	﹤0.01%	4029
2024 Q3	$1.75M	Sell	21,600 -39,600	-65%	-$3.18M	﹤0.01%	4103
2024 Q2	$5.07M	Buy	61,200 +11,200	+22%	+$904K	﹤0.01%	3025
2024 Q1	$4.84M	Sell	50,000 -3,000	-6%	-$272K	﹤0.01%	3140
2023 Q4	$4.41M	Buy	53,000 +47,800	+919%	+$3.34M	﹤0.01%	3206
2023 Q3	$328K	Sell	5,200 -9,800	-65%	-$627K	﹤0.01%	4736
2023 Q2	$981K	Buy	+15,000	New	+$895K	﹤0.01%	4083
2022 Q3	–	Sell	-65,000	Closed	-$2.84M	–	6721
2022 Q2	$2.84M	Buy	+65,000	New	+$4.68M	﹤0.01%	3267
2022 Q1	–	Sell	-14,700	Closed	-$1.93M	–	6870
2021 Q4	$1.93M	Buy	+14,700	New	+$2.46M	﹤0.01%	3893

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase reduced its Cloudflare (NET) stake by 57% in Q1 2026, selling an estimated $1.47B and leaving 5,902,745 shares worth $1.15B. The position accounts for 0.07% of the portfolio, ranked #241.

JP Morgan Chase first reported a position in NET in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.68B in Q4 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

JP Morgan Chase held 5,902,745 shares of Cloudflare worth $1.15B as of Q1 2026.
JP Morgan Chase sold 7,704,361 Cloudflare shares in Q1 2026, an estimated $1.47B.
Cloudflare made up 0.07% of JP Morgan Chase's portfolio in Q1 2026, its #241 holding.
JP Morgan Chase first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
JP Morgan Chase's Cloudflare position peaked at $2.68B in Q4 2025.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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