JP Morgan Chase
PEGA icon

JP Morgan Chase’s Pegasystems PEGA Stock Holding History

JP Morgan Chase’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,142,200
Closed -$32.7M – 5541
2017
Q3 		$32.7M Buy
+1,142,200
New +$33M 0.01% 1180

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase increased its Pegasystems (PEGA) stake by 34% in Q1 2026, buying an estimated $10.7M and bringing the position to 913,181 shares worth $37.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

JP Morgan Chase first reported a position in PEGA in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.7M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • JP Morgan Chase held 913,181 shares of Pegasystems worth $37.9M as of Q1 2026.
  • JP Morgan Chase bought 231,044 Pegasystems shares in Q1 2026, an estimated $10.7M.
  • Pegasystems made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1579 holding.
  • JP Morgan Chase first reported a position in Pegasystems in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Pegasystems position peaked at $40.7M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

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