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
2023
Q3 		– Sell
-13,800
Closed -$324K – 7768
2023
Q2 		$324K Buy
+13,800
New +$234K ﹤0.01% 4764
2022
Q4 		– Sell
-1,300,000
Closed -$24.7M – 7054
2022
Q3 		$24.7M Buy
+1,300,000
New +$25.8M ﹤0.01% 1443
2022
Q1 		– Sell
-233,500
Closed -$6.71M – 7080
2021
Q4 		$6.71M Buy
+233,500
New +$7.6M ﹤0.01% 2795
2021
Q3 		– Sell
-200,000
Closed -$8.71M – 6848
2021
Q2 		$8.71M Buy
+200,000
New +$8.27M ﹤0.01% 2545

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 $3.38T AUM 44.17% 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.