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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase's XP Position: Q1 2026 in Review

JP Morgan Chase increased its XP (XP) stake by 2.2% in Q1 2026, buying an estimated $185K and bringing the position to 444,051 shares worth $7.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2901.

JP Morgan Chase first reported a position in XP in Q4 2019 and has held it in 26 quarters since. The position peaked at $315M in Q2 2020. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • JP Morgan Chase held 444,051 shares of XP worth $7.87M as of Q1 2026.
  • JP Morgan Chase bought 9,558 XP shares in Q1 2026, an estimated $185K.
  • XP made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2901 holding.
  • JP Morgan Chase first reported a position in XP in Q4 2019 and has held it in 26 quarters since.
  • JP Morgan Chase's XP position peaked at $315M in Q2 2020.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.