JP Morgan Chase
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JP Morgan Chase’s S&P Global SPGI Stock Holding History

JP Morgan Chase’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$763M Buy
1,867,953
+293,342
+19% +$124M 0.04% 337
2026
Q1 		$658M Buy
1,574,611
+41,244
+3% +$19.1M 0.04% 353
2025
Q4 		$801M Sell
1,533,367
-413,148
-21% -$204M 0.05% 300
2025
Q3 		$947M Buy
1,946,515
+311,994
+19% +$167M 0.06% 297
2025
Q2 		$862M Sell
1,634,521
-314,779
-16% -$157M 0.06% 293
2025
Q1 		$990M Buy
1,949,300
+120,432
+7% +$61.5M 0.07% 245
2024
Q4 		$911M Buy
1,828,868
+29,649
+2% +$15M 0.07% 258
2024
Q3 		$930M Buy
1,799,219
+202,860
+13% +$100M 0.07% 257
2024
Q2 		$712M Sell
1,596,359
-619,930
-28% -$266M 0.06% 289
2024
Q1 		$943M Sell
2,216,289
-5,654,198
-72% -$2.45B 0.08% 245
2023
Q4 		$3.47B Sell
7,870,487
-1,829,237
-19% -$722M 0.33% 66
2023
Q3 		$3.54B Sell
9,699,724
-685,912
-7% -$270M 0.39% 56
2023
Q2 		$4.16B Buy
10,385,636
+1,220,298
+13% +$446M 0.45% 40
2023
Q1 		$3.16B Buy
9,165,338
+532,018
+6% +$187M 0.38% 55
2022
Q4 		$2.89B Buy
8,633,320
+1,164,258
+16% +$384M 0.38% 54
2022
Q3 		$2.28B Buy
7,469,062
+363,632
+5% +$130M 0.33% 71
2022
Q2 		$2.39B Buy
7,105,430
+463,439
+7% +$165M 0.33% 72
2022
Q1 		$2.72B Buy
6,641,991
+2,610,083
+65% +$1.06B 0.33% 62
2021
Q4 		$1.9B Sell
4,031,908
-31,692
-0.8% -$14.5M 0.22% 101
2021
Q3 		$1.73B Buy
4,063,600
+298,834
+8% +$129M 0.21% 108
2021
Q2 		$1.55B Buy
3,764,766
+1,743,726
+86% +$670M 0.18% 131
2021
Q1 		$713M Sell
2,021,040
-1,390,813
-41% -$463M 0.1% 228
2020
Q4 		$1.12B Buy
3,411,853
+392,544
+13% +$132M 0.16% 142
2020
Q3 		$1.08B Buy
3,019,309
+180,238
+6% +$63.6M 0.18% 124
2020
Q2 		$935M Sell
2,839,071
-319,740
-10% -$96.1M 0.18% 133
2020
Q1 		$774M Sell
3,158,811
-205,937
-6% -$56.5M 0.18% 120
2019
Q4 		$919M Sell
3,364,748
-344,845
-9% -$89.6M 0.17% 125
2019
Q3 		$909M Sell
3,709,593
-61,492
-2% -$15.4M 0.18% 123
2019
Q2 		$856M Sell
3,771,085
-392,058
-9% -$85.6M 0.17% 132
2019
Q1 		$877M Buy
4,163,143
+231,035
+6% +$44.7M 0.18% 121
2018
Q4 		$668M Sell
3,932,108
-1,442,838
-27% -$258M 0.15% 141
2018
Q3 		$1.05B Sell
5,374,946
-506,740
-9% -$105M 0.2% 107
2018
Q2 		$1.2B Buy
5,881,686
+158,790
+3% +$31.4M 0.25% 82
2018
Q1 		$1.09B Buy
5,722,896
+703,369
+14% +$130M 0.23% 87
2017
Q4 		$850M Buy
5,019,527
+597,912
+14% +$97.6M 0.18% 122
2017
Q3 		$688M Buy
4,421,615
+153,761
+4% +$23.4M 0.15% 143
2017
Q2 		$623M Buy
4,267,854
+250,627
+6% +$34.8M 0.14% 155
2017
Q1 		$525M Sell
4,017,227
-559,764
-12% -$69.6M 0.12% 192
2016
Q4 		$493M Buy
4,576,991
+369,273
+9% +$44.1M 0.12% 193
2016
Q3 		$533M Buy
4,207,718
+631,692
+18% +$75.9M 0.13% 182
2016
Q2 		$384M Buy
+3,576,026
New +$384M 0.1% 240

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase increased its S&P Global (SPGI) stake by 19% in Q2 2026, buying an estimated $124M and bringing the position to 1,867,953 shares worth $763M. The position accounts for 0.04% of the portfolio, ranked #337.

JP Morgan Chase first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.16B in Q2 2023. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • JP Morgan Chase held 1,867,953 shares of S&P Global worth $763M as of Q2 2026.
  • JP Morgan Chase bought 293,342 S&P Global shares in Q2 2026, an estimated $124M.
  • S&P Global made up 0.04% of JP Morgan Chase's portfolio in Q2 2026, its #337 holding.
  • JP Morgan Chase first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • JP Morgan Chase's S&P Global position peaked at $4.16B in Q2 2023.
  • 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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