JP Morgan Chase’s PepsiCo PEP Stock Holding History

JP Morgan Chase’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.69M	Sell	55,400 -75,400	-58%	-$11.7M	﹤0.01%	2812
2025 Q4	$18.8M	Buy	130,800 +50,600	+63%	+$7.43M	﹤0.01%	2120
2025 Q3	$11.3M	Sell	80,200 -26,300	-25%	-$3.76M	﹤0.01%	2608
2025 Q2	$14.1M	Sell	106,500 -68,500	-39%	-$9.23M	﹤0.01%	2253
2025 Q1	$26.2M	Buy	175,000 +45,000	+35%	+$6.7M	﹤0.01%	1706
2024 Q4	$19.8M	Buy	130,000 +20,000	+18%	+$3.28M	﹤0.01%	2056
2024 Q3	$18.7M	Buy	110,000 +38,300	+53%	+$6.58M	﹤0.01%	2050
2024 Q2	$11.8M	Sell	71,700 -21,600	-23%	-$3.73M	﹤0.01%	2304
2024 Q1	$16.3M	Sell	93,300 -36,000	-28%	-$6.06M	﹤0.01%	2055
2023 Q4	$22M	Buy	129,300 +32,200	+33%	+$5.34M	﹤0.01%	1778
2023 Q3	$16.5M	Buy	97,100 +16,500	+20%	+$3M	﹤0.01%	1842
2023 Q2	$14.9M	Sell	80,600 -35,200	-30%	-$6.57M	﹤0.01%	1940
2023 Q1	$21.1M	Buy	115,800 +83,900	+263%	+$14.7M	﹤0.01%	1624
2022 Q4	$5.76M	Sell	31,900 -500	-2%	-$89.2K	﹤0.01%	2707
2022 Q3	$5.29M	Hold	32,400	–	–	﹤0.01%	2694
2022 Q2	$5.4M	Buy	32,400 +14,400	+80%	+$2.42M	﹤0.01%	2730
2022 Q1	$3.01M	Sell	18,000 -6,200	-26%	-$1.04M	﹤0.01%	3433
2021 Q4	$4.2M	Sell	24,200 -1,700	-7%	-$278K	﹤0.01%	3214
2021 Q3	$3.9M	Sell	25,900 -2,800	-10%	-$433K	﹤0.01%	3249
2021 Q2	$4.25M	Sell	28,700 -69,000	-71%	-$10.1M	﹤0.01%	3197
2021 Q1	$13.8M	Buy	97,700 +33,000	+51%	+$4.53M	﹤0.01%	2069
2020 Q4	$9.6M	Buy	64,700 +11,200	+21%	+$1.59M	﹤0.01%	2253
2020 Q3	$7.34M	Buy	53,500 +36,600	+217%	+$4.98M	﹤0.01%	2273
2020 Q2	$2.23M	Sell	16,900 -28,100	-62%	-$3.7M	﹤0.01%	3034
2020 Q1	$5.41M	Sell	45,000 -111,900	-71%	-$15.1M	﹤0.01%	2195
2019 Q4	$21.4M	Sell	156,900 -73,300	-32%	-$9.98M	﹤0.01%	1534
2019 Q3	$31.6M	Buy	230,200 +27,500	+14%	+$3.65M	0.01%	1242
2019 Q2	$26.7M	Buy	202,700 +115,200	+132%	+$14.8M	0.01%	1356
2019 Q1	$10.7M	Sell	87,500 -17,100	-16%	-$1.95M	﹤0.01%	1991
2018 Q4	$11.6M	Buy	104,600 +97,000	+1,276%	+$10.9M	﹤0.01%	1894
2018 Q3	$850K	Sell	7,600 -645,700	-99%	-$73.1M	﹤0.01%	4011
2018 Q2	$71.1M	Buy	+653,300	New	+$67.5M	0.01%	796
2018 Q1	–	Sell	-121,700	Closed	-$14.6M	–	5567
2017 Q4	$14.6M	Buy	121,700 +96,700	+387%	+$11M	﹤0.01%	1823
2017 Q3	$2.79M	Buy	+25,000	New	+$2.89M	﹤0.01%	2960
2017 Q2	–	Sell	-25,000	Closed	-$2.8M	–	5150
2017 Q1	$2.8M	Sell	25,000 -253,400	-91%	-$27.2M	﹤0.01%	2830
2016 Q4	$29.1M	Sell	278,400 -292,132	-51%	-$30.6M	0.01%	1220
2016 Q3	$62.1M	Sell	570,532 -276,400	-33%	-$29.8M	0.02%	746
2016 Q2	$89.7M	Buy	846,932 +181,732	+27%	+$18.8M	0.02%	605
2016 Q1	$68.2M	Buy	665,200 +652,700	+5,222%	+$64.5M	0.02%	682
2015 Q4	$1.25M	Buy	12,500 +4,600	+58%	+$459K	﹤0.01%	3011
2015 Q3	$745K	Hold	7,900	–	–	﹤0.01%	3259
2015 Q2	$737K	Sell	7,900 -5,700	-42%	-$545K	﹤0.01%	3422
2015 Q1	$1.3M	Sell	13,600 -10,700	-44%	-$1.04M	﹤0.01%	3087
2014 Q4	$2.3M	Sell	24,300 -21,600	-47%	-$2.07M	﹤0.01%	2881
2014 Q3	$4.27M	Buy	+45,900	New	+$4.19M	﹤0.01%	2467
2014 Q2	–	Sell	-60,000	Closed	-$5.01M	–	3603
2014 Q1	$5.01M	Sell	60,000 -2,700	-4%	-$219K	﹤0.01%	2087
2013 Q4	$5.2M	Sell	62,700 -1,500	-2%	-$125K	﹤0.01%	2142
2013 Q3	$5.1M	Sell	64,200 -13,200	-17%	-$1.08M	﹤0.01%	2167
2013 Q2	$6.33M	Buy	+77,400	New	+$6.32M	﹤0.01%	1976

Other funds holding PEP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase increased its PepsiCo (PEP) stake by 18% in Q1 2026, buying an estimated $811M and bringing the position to 34,798,932 shares worth $5.46B. The position accounts for 0.35% of the portfolio, ranked #53.

JP Morgan Chase first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

JP Morgan Chase held 34,798,932 shares of PepsiCo worth $5.46B as of Q1 2026.
JP Morgan Chase bought 5,204,430 PepsiCo shares in Q1 2026, an estimated $811M.
PepsiCo made up 0.35% of JP Morgan Chase's portfolio in Q1 2026, its #53 holding.
JP Morgan Chase first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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