JP Morgan Chase
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JP Morgan Chase’s StepStone Group STEP Stock Holding History

JP Morgan Chase’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.4M Buy
1,520,835
+40,951
+3% +$2.03M ﹤0.01% 1326
2026
Q1 		$68.8M Buy
1,479,884
+314,384
+27% +$18.2M ﹤0.01% 1190
2025
Q4 		$74.8M Sell
1,165,500
-210,236
-15% -$13.3M ﹤0.01% 1106
2025
Q3 		$89.8M Sell
1,375,736
-112,570
-8% -$6.87M 0.01% 1050
2025
Q2 		$82.6M Sell
1,488,306
-156,784
-10% -$8.39M 0.01% 1036
2025
Q1 		$85.9M Sell
1,645,090
-66,782
-4% -$3.93M 0.01% 1006
2024
Q4 		$99.1M Buy
1,711,872
+77,490
+5% +$4.8M 0.01% 944
2024
Q3 		$92.9M Sell
1,634,382
-683,089
-29% -$34.8M 0.01% 987
2024
Q2 		$106M Sell
2,317,471
-569,630
-20% -$22.4M 0.01% 882
2024
Q1 		$103M Sell
2,887,101
-578,046
-17% -$19.6M 0.01% 928
2023
Q4 		$110M Sell
3,465,147
-7,876
-0.2% -$222K 0.01% 843
2023
Q3 		$110M Sell
3,473,023
-930,757
-21% -$27M 0.01% 770
2023
Q2 		$109M Buy
4,403,780
+106,388
+2% +$2.44M 0.01% 783
2023
Q1 		$104M Buy
4,297,392
+215,867
+5% +$5.9M 0.01% 776
2022
Q4 		$103M Buy
4,081,525
+55,342
+1% +$1.55M 0.01% 764
2022
Q3 		$98.7M Sell
4,026,183
-45,371
-1% -$1.24M 0.01% 734
2022
Q2 		$106M Buy
4,071,554
+211,752
+5% +$5.76M 0.01% 726
2022
Q1 		$128M Buy
3,859,802
+653,619
+20% +$22.5M 0.02% 737
2021
Q4 		$133M Buy
3,206,183
+460,794
+17% +$20.3M 0.02% 754
2021
Q3 		$117M Sell
2,745,389
-385,835
-12% -$17.1M 0.01% 789
2021
Q2 		$108M Buy
3,131,224
+443,358
+16% +$14.7M 0.01% 865
2021
Q1 		$94.8M Buy
2,687,866
+786,782
+41% +$27.7M 0.01% 866
2020
Q4 		$75.7M Buy
1,901,084
+811,535
+74% +$23.5M 0.01% 889
2020
Q3 		$27.9M Buy
+1,089,549
New +$27.8M ﹤0.01% 1281

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

JP Morgan Chase increased its StepStone Group (STEP) stake by 2.8% in Q2 2026, buying an estimated $2.03M and bringing the position to 1,520,835 shares worth $61.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

JP Morgan Chase first reported a position in STEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $133M in Q4 2021. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • JP Morgan Chase held 1,520,835 shares of StepStone Group worth $61.4M as of Q2 2026.
  • JP Morgan Chase bought 40,951 StepStone Group shares in Q2 2026, an estimated $2.03M.
  • StepStone Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1326 holding.
  • JP Morgan Chase first reported a position in StepStone Group in Q3 2020 and has held it in 24 quarters since.
  • JP Morgan Chase's StepStone Group position peaked at $133M in Q4 2021.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

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