JP Morgan Chase
PFG icon

JP Morgan Chase’s Principal Financial Group PFG Stock Holding History

JP Morgan Chase’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Hold
13,900
– – ﹤0.01% 4394
2026
Q1 		$1.23M Buy
+13,900
New +$1.27M ﹤0.01% 4467

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Chase increased its Principal Financial Group (PFG) stake by 24% in Q2 2026, buying an estimated $28.8M and bringing the position to 1,472,797 shares worth $160M. The position accounts for 0.01% of the portfolio, ranked #838.

JP Morgan Chase first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $519M in Q2 2018. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • JP Morgan Chase held 1,472,797 shares of Principal Financial Group worth $160M as of Q2 2026.
  • JP Morgan Chase bought 283,204 Principal Financial Group shares in Q2 2026, an estimated $28.8M.
  • Principal Financial Group made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #838 holding.
  • JP Morgan Chase first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Principal Financial Group position peaked at $519M in Q2 2018.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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