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	–	Sell	-35,000	Closed	-$8.53M	–	8428
2026 Q2	$8.53M	Buy	35,000 +33,700	+2,592%	+$7.37M	﹤0.01%	2953
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 $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.