JP Morgan Chase’s Philip Morris PM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.6M	Buy	185,500 +150,400	+428%	+$26.1M	﹤0.01%	1719
2025 Q4	$5.63M	Sell	35,100 -48,500	-58%	-$7.51M	﹤0.01%	3200
2025 Q3	$13.6M	Buy	83,600 +18,600	+29%	+$3.13M	﹤0.01%	2455
2025 Q2	$11.8M	Buy	65,000 +43,400	+201%	+$7.45M	﹤0.01%	2410
2025 Q1	$3.43M	Sell	21,600 -20,400	-49%	-$2.89M	﹤0.01%	3469
2024 Q4	$5.05M	Buy	+42,000	New	+$5.3M	﹤0.01%	3335
2024 Q2	–	Sell	-8,700	Closed	-$797K	–	7667
2024 Q1	$797K	Sell	8,700 -58,900	-87%	-$5.43M	﹤0.01%	4502
2023 Q4	$6.36M	Buy	67,600 +36,900	+120%	+$3.4M	﹤0.01%	2879
2023 Q3	$2.84M	Buy	30,700 +25,200	+458%	+$2.43M	﹤0.01%	3272
2023 Q2	$537K	Sell	5,500 -114,300	-95%	-$10.9M	﹤0.01%	4442
2023 Q1	$11.7M	Buy	119,800 +30,900	+35%	+$3.08M	﹤0.01%	2150
2022 Q4	$9M	Buy	88,900 +15,900	+22%	+$1.5M	﹤0.01%	2355
2022 Q3	$6.06M	Hold	73,000	–	–	﹤0.01%	2576
2022 Q2	$7.21M	Sell	73,000 -29,900	-29%	-$3.05M	﹤0.01%	2438
2022 Q1	$9.67M	Buy	102,900 +100,800	+4,800%	+$10.1M	﹤0.01%	2407
2021 Q4	$200K	Buy	+2,100	New	+$196K	﹤0.01%	5357
2021 Q2	–	Sell	-50,000	Closed	-$4.44M	–	6556
2021 Q1	$4.44M	Sell	50,000 -3,700	-7%	-$314K	﹤0.01%	3073
2020 Q4	$4.45M	Buy	53,700 +50,000	+1,351%	+$3.89M	﹤0.01%	2908
2020 Q3	$275K	Hold	3,700	–	–	﹤0.01%	4229
2020 Q2	$259K	Sell	3,700 -49,500	-93%	-$3.61M	﹤0.01%	4156
2020 Q1	$3.88M	Buy	53,200 +44,200	+491%	+$3.64M	﹤0.01%	2476
2019 Q4	$766K	Hold	9,000	–	–	﹤0.01%	4022
2019 Q3	$683K	Hold	9,000	–	–	﹤0.01%	4036
2019 Q2	$701K	Sell	9,000 -4,900	-35%	-$405K	﹤0.01%	4055
2019 Q1	$1.23M	Sell	13,900 -30,700	-69%	-$2.47M	﹤0.01%	3681
2018 Q4	$2.98M	Buy	44,600 +35,600	+396%	+$2.97M	﹤0.01%	2975
2018 Q3	$734K	Sell	9,000 -42,200	-82%	-$3.46M	﹤0.01%	4084
2018 Q2	$4.13M	Buy	+51,200	New	+$4.35M	﹤0.01%	2824
2018 Q1	–	Sell	-100,000	Closed	-$10.6M	–	5572
2017 Q4	$10.6M	Hold	100,000	–	–	﹤0.01%	2079
2017 Q3	$11.2M	Buy	+100,000	New	+$11.6M	﹤0.01%	1902
2017 Q1	–	Sell	-30,000	Closed	-$2.75M	–	5184
2016 Q4	$2.75M	Sell	30,000 -6,786	-18%	-$629K	﹤0.01%	2874
2016 Q3	$3.58M	Hold	36,786	–	–	﹤0.01%	2458
2016 Q2	$3.74M	Buy	36,786 +1,186	+3%	+$118K	﹤0.01%	2467
2016 Q1	$3.49M	Buy	35,600 +1,800	+5%	+$165K	﹤0.01%	2410
2015 Q4	$2.97M	Buy	33,800 +30,000	+789%	+$2.6M	﹤0.01%	2538
2015 Q3	$301K	Hold	3,800	–	–	﹤0.01%	3581
2015 Q2	$305K	Hold	3,800	–	–	﹤0.01%	3712
2015 Q1	$286K	Sell	3,800 -21,400	-85%	-$1.74M	﹤0.01%	3721
2014 Q4	$2.05M	Sell	25,200 -12,500	-33%	-$1.07M	﹤0.01%	2948
2014 Q3	$3.14M	Buy	+37,700	New	+$3.19M	﹤0.01%	2641
2014 Q1	–	Sell	-2,600	Closed	-$227K	–	3857
2013 Q4	$227K	Hold	2,600	–	–	﹤0.01%	3785
2013 Q3	$225K	Sell	2,600 -1,300	-33%	-$114K	﹤0.01%	4000
2013 Q2	$338K	Buy	+3,900	New	+$362K	﹤0.01%	3768

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase increased its Philip Morris (PM) stake by 24% in Q1 2026, buying an estimated $1.72B and bringing the position to 51,591,197 shares worth $8.5B. The position accounts for 0.55% of the portfolio, ranked #27.

JP Morgan Chase first reported a position in PM in Q2 2013 and has held it in 52 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

JP Morgan Chase held 51,591,197 shares of Philip Morris worth $8.5B as of Q1 2026.
JP Morgan Chase bought 9,879,834 Philip Morris shares in Q1 2026, an estimated $1.72B.
Philip Morris made up 0.55% of JP Morgan Chase's portfolio in Q1 2026, its #27 holding.
JP Morgan Chase first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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