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
$54.7M Buy
131,000
+76,200
+139% +$35.4M ﹤0.01% 1341
2025
Q4
$28.6M Buy
54,800
+2,500
+5% +$1.24M ﹤0.01% 1754
2025
Q3
$25.5M Buy
52,300
+34,800
+199% +$18.6M ﹤0.01% 1901
2025
Q2
$9.23M Sell
17,500
-107,500
-86% -$53.7M ﹤0.01% 2632
2025
Q1
$63.5M Buy
125,000
+68,000
+119% +$34.7M ﹤0.01% 1179
2024
Q4
$28.4M Sell
57,000
-43,000
-43% -$21.8M ﹤0.01% 1716
2024
Q3
$51.7M Buy
100,000
+88,000
+733% +$43.6M ﹤0.01% 1310
2024
Q2
$5.35M Buy
12,000
+8,800
+275% +$3.78M ﹤0.01% 2986
2024
Q1
$1.36M Sell
3,200
-7,800
-71% -$3.38M ﹤0.01% 4123
2023
Q4
$4.85M Buy
11,000
+5,400
+96% +$2.13M ﹤0.01% 3116
2023
Q3
$2.05M Buy
5,600
+1,800
+47% +$708K ﹤0.01% 3521
2023
Q2
$1.52M Hold
3,800
﹤0.01% 3745
2023
Q1
$1.31M Sell
3,800
-166,900
-98% -$58.7M ﹤0.01% 3843
2022
Q4
$57.2M Sell
170,700
-9,300
-5% -$3.07M 0.01% 1042
2022
Q3
$55M Sell
180,000
-125,000
-41% -$44.7M 0.01% 1008
2022
Q2
$103M Buy
305,000
+175,000
+135% +$62.4M 0.01% 736
2022
Q1
$53.3M Buy
130,000
+20,400
+19% +$8.31M 0.01% 1133
2021
Q4
$51.7M Hold
109,600
0.01% 1195
2021
Q3
$46.6M Buy
109,600
+5,000
+5% +$2.17M 0.01% 1214
2021
Q2
$42.9M Buy
104,600
+40,000
+62% +$15.4M 0.01% 1291
2021
Q1
$22.8M Sell
64,600
-315,400
-83% -$105M ﹤0.01% 1648
2020
Q4
$125M Hold
380,000
0.02% 695
2020
Q3
$136M Hold
380,000
0.02% 589
2020
Q2
$125M Buy
380,000
+229,400
+152% +$69M 0.02% 575
2020
Q1
$36.9M Buy
150,600
+4,400
+3% +$1.21M 0.01% 928
2019
Q4
$39.9M Buy
146,200
+11,100
+8% +$2.88M 0.01% 1089
2019
Q3
$33.1M Sell
135,100
-9,300
-6% -$2.32M 0.01% 1208
2019
Q2
$32.8M Buy
144,400
+94,600
+190% +$20.7M 0.01% 1229
2019
Q1
$10.5M Buy
49,800
+41,300
+486% +$8M ﹤0.01% 2007
2018
Q4
$1.44M Hold
8,500
﹤0.01% 3510
2018
Q3
$1.66M Hold
8,500
﹤0.01% 3584
2018
Q2
$1.73M Buy
+8,500
New +$1.68M ﹤0.01% 3515
2017
Q3
Sell
-10,100
Closed -$1.47M 5165
2017
Q2
$1.47M Sell
10,100
-8,400
-45% -$1.17M ﹤0.01% 3228
2017
Q1
$2.42M Buy
+18,500
New +$2.3M ﹤0.01% 2931

Other funds holding SPGI

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.