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
Q1 		$1.23M Buy
+13,900
New +$1.27M ﹤0.01% 4467

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

JP Morgan Chase increased its Principal Financial Group (PFG) stake by 11% in Q1 2026, buying an estimated $11.1M and bringing the position to 1,189,593 shares worth $105M. The position accounts for 0.01% of the portfolio, ranked #960.

JP Morgan Chase first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $519M in Q2 2018. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • JP Morgan Chase held 1,189,593 shares of Principal Financial Group worth $105M as of Q1 2026.
  • JP Morgan Chase bought 121,778 Principal Financial Group shares in Q1 2026, an estimated $11.1M.
  • Principal Financial Group made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #960 holding.
  • JP Morgan Chase first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Principal Financial Group position peaked at $519M in Q2 2018.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

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