JP Morgan Chase’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.2M | Buy |
60,400
+36,900
| +157% | +$17.1M | ﹤0.01% | 1894 |
|
|
2025
Q4 | $12.3M | Buy |
23,500
+7,600
| +48% | +$3.76M | ﹤0.01% | 2504 |
|
|
2025
Q3 | $7.74M | Sell |
15,900
-600
| -4% | -$321K | ﹤0.01% | 2946 |
|
|
2025
Q2 | $8.7M | Buy |
+16,500
| New | +$8.23M | ﹤0.01% | 2681 |
|
|
2025
Q1 | – | Sell |
-10,000
| Closed | -$4.98M | – | 7697 |
|
|
2024
Q4 | $4.98M | Hold |
10,000
| – | – | ﹤0.01% | 3348 |
|
|
2024
Q3 | $5.17M | Sell |
10,000
-4,300
| -30% | -$2.13M | ﹤0.01% | 3196 |
|
|
2024
Q2 | $6.38M | Sell |
14,300
-4,300
| -23% | -$1.84M | ﹤0.01% | 2839 |
|
|
2024
Q1 | $7.91M | Buy |
18,600
+9,200
| +98% | +$3.99M | ﹤0.01% | 2699 |
|
|
2023
Q4 | $4.14M | Buy |
9,400
+8,400
| +840% | +$3.31M | ﹤0.01% | 3259 |
|
|
2023
Q3 | $365K | Buy |
+1,000
| New | +$393K | ﹤0.01% | 4667 |
|
|
2023
Q2 | – | Sell |
-14,500
| Closed | -$5M | – | 7309 |
|
|
2023
Q1 | $5M | Sell |
14,500
-90,500
| -86% | -$31.9M | ﹤0.01% | 2818 |
|
|
2022
Q4 | $35.2M | Buy |
105,000
+30,000
| +40% | +$9.89M | ﹤0.01% | 1292 |
|
|
2022
Q3 | $22.9M | Sell |
75,000
-25,000
| -25% | -$8.94M | ﹤0.01% | 1491 |
|
|
2022
Q2 | $33.7M | Buy |
+100,000
| New | +$35.6M | ﹤0.01% | 1262 |
|
|
2022
Q1 | – | Sell |
-8,700
| Closed | -$4.11M | – | 6984 |
|
|
2021
Q4 | $4.11M | Sell |
8,700
-99,900
| -92% | -$45.7M | ﹤0.01% | 3233 |
|
|
2021
Q3 | $46.1M | Buy |
108,600
+99,900
| +1,148% | +$43.3M | 0.01% | 1222 |
|
|
2021
Q2 | $3.57M | Sell |
8,700
-6,600
| -43% | -$2.54M | ﹤0.01% | 3339 |
|
|
2021
Q1 | $5.4M | Buy |
+15,300
| New | +$5.09M | ﹤0.01% | 2897 |
|
|
2020
Q2 | – | Sell |
-24,700
| Closed | -$6.05M | – | 5680 |
|
|
2020
Q1 | $6.05M | Sell |
24,700
-37,000
| -60% | -$10.1M | ﹤0.01% | 2108 |
|
|
2019
Q4 | $16.8M | Sell |
61,700
-124,700
| -67% | -$32.4M | ﹤0.01% | 1721 |
|
|
2019
Q3 | $45.7M | Sell |
186,400
-56,400
| -23% | -$14.1M | 0.01% | 997 |
|
|
2019
Q2 | $55.1M | Buy |
242,800
+199,600
| +462% | +$43.6M | 0.01% | 910 |
|
|
2019
Q1 | $9.1M | Buy |
43,200
+34,700
| +408% | +$6.72M | ﹤0.01% | 2129 |
|
|
2018
Q4 | $1.44M | Sell |
8,500
-28,400
| -77% | -$5.09M | ﹤0.01% | 3509 |
|
|
2018
Q3 | $7.21M | Buy |
36,900
+28,400
| +334% | +$5.86M | ﹤0.01% | 2459 |
|
|
2018
Q2 | $1.73M | Buy |
+8,500
| New | +$1.68M | ﹤0.01% | 3514 |
|
|
2017
Q3 | – | Sell |
-6,700
| Closed | -$978K | – | 5164 |
|
|
2017
Q2 | $978K | Hold |
6,700
| – | – | ﹤0.01% | 3438 |
|
|
2017
Q1 | $876K | Buy |
+6,700
| New | +$833K | ﹤0.01% | 3466 |
|
Other funds holding SPGI
VCM
VPM
JP Morgan Chase's SPGI Position: Q1 2026 in Review
JP Morgan Chase increased its S&P Global (SPGI) stake by 2.7% in Q1 2026, buying an estimated $19.1M and bringing the position to 1,574,611 shares worth $658M. The position accounts for 0.04% of the portfolio, ranked #353.
JP Morgan Chase first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.16B in Q2 2023. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- JP Morgan Chase held 1,574,611 shares of S&P Global worth $658M as of Q1 2026.
- JP Morgan Chase bought 41,244 S&P Global shares in Q1 2026, an estimated $19.1M.
- S&P Global made up 0.04% of JP Morgan Chase's portfolio in Q1 2026, its #353 holding.
- JP Morgan Chase first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
- JP Morgan Chase's S&P Global position peaked at $4.16B in Q2 2023.
- 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.