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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase's PEGA Position: Q2 2026 in Review

JP Morgan Chase increased its Pegasystems (PEGA) stake by 22% in Q2 2026, buying an estimated $7.18M and bringing the position to 1,113,949 shares worth $34.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

JP Morgan Chase first reported a position in PEGA in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.7M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • JP Morgan Chase held 1,113,949 shares of Pegasystems worth $34.1M as of Q2 2026.
  • JP Morgan Chase bought 200,768 Pegasystems shares in Q2 2026, an estimated $7.18M.
  • Pegasystems made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1770 holding.
  • JP Morgan Chase first reported a position in Pegasystems in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Pegasystems position peaked at $40.7M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.