JP Morgan Chase
XP icon

JP Morgan Chase’s XP XP Stock Holding History

JP Morgan Chase’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
1,004,358
+560,307
+126% +$9.99M ﹤0.01% 2376
2026
Q1 		$7.87M Buy
444,051
+9,558
+2% +$185K ﹤0.01% 2901
2025
Q4 		$7.11M Sell
434,493
-882,103
-67% -$15.5M ﹤0.01% 3001
2025
Q3 		$24.7M Sell
1,316,596
-769,531
-37% -$13.8M ﹤0.01% 1924
2025
Q2 		$42.1M Buy
2,086,127
+265,118
+15% +$4.58M ﹤0.01% 1431
2025
Q1 		$25M Sell
1,821,009
-21,932
-1% -$302K ﹤0.01% 1738
2024
Q4 		$21.8M Sell
1,842,941
-683,273
-27% -$10.8M ﹤0.01% 1964
2024
Q3 		$45.3M Buy
2,526,214
+2,316,389
+1,104% +$42.2M ﹤0.01% 1392
2024
Q2 		$3.69M Sell
209,825
-1,491
-0.7% -$30.8K ﹤0.01% 3281
2024
Q1 		$5.42M Buy
211,316
+190,152
+898% +$4.77M ﹤0.01% 3035
2023
Q4 		$552K Sell
21,164
-31,891
-60% -$728K ﹤0.01% 4726
2023
Q3 		$1.22M Buy
53,055
+31,148
+142% +$781K ﹤0.01% 3927
2023
Q2 		$514K Sell
21,907
-11,699,906
-100% -$199M ﹤0.01% 4476
2023
Q1 		$139M Sell
11,721,813
-991,926
-8% -$14.1M 0.02% 671
2022
Q4 		$195M Buy
12,713,739
+59,844
+0.5% +$1.05M 0.03% 520
2022
Q3 		$241M Buy
12,653,895
+2,674,592
+27% +$53.1M 0.03% 438
2022
Q2 		$179M Buy
9,979,303
+148,155
+2% +$3.41M 0.03% 540
2022
Q1 		$296M Buy
9,831,148
+9,375,380
+2,057% +$292M 0.04% 439
2021
Q4 		$13.1M Sell
455,768
-276,467
-38% -$9M ﹤0.01% 2207
2021
Q3 		$29.4M Buy
732,235
+334,451
+84% +$14.9M ﹤0.01% 1481
2021
Q2 		$17.3M Sell
397,784
-6,125,981
-94% -$253M ﹤0.01% 1974
2021
Q1 		$246M Buy
6,523,765
+191,056
+3% +$8.16M 0.03% 510
2020
Q4 		$251M Sell
6,332,709
-260,351
-4% -$10.6M 0.04% 460
2020
Q3 		$273M Sell
6,593,060
-898,343
-12% -$41M 0.05% 383
2020
Q2 		$315M Sell
7,491,403
-1,196,112
-14% -$36.7M 0.06% 313
2020
Q1 		$168M Buy
8,687,515
+3,774,925
+77% +$128M 0.04% 420
2019
Q4 		$189M Buy
+4,912,590
New +$184M 0.04% 446

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

JP Morgan Chase increased its XP (XP) stake by 126% in Q2 2026, buying an estimated $9.99M and bringing the position to 1,004,358 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

JP Morgan Chase first reported a position in XP in Q4 2019 and has held it in 27 quarters since. The position peaked at $315M in Q2 2020. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • JP Morgan Chase held 1,004,358 shares of XP worth $16.4M as of Q2 2026.
  • JP Morgan Chase bought 560,307 XP shares in Q2 2026, an estimated $9.99M.
  • XP made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2376 holding.
  • JP Morgan Chase first reported a position in XP in Q4 2019 and has held it in 27 quarters since.
  • JP Morgan Chase's XP position peaked at $315M in Q2 2020.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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