Macquarie Group’s JPMorgan Chase JPM Stock Holding History

Macquarie Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,300	Closed	-$558K	–	1921
2023 Q4	$558K	Hold	3,300	–	–	﹤0.01%	1457
2023 Q3	$478	Hold	3,300	–	–	﹤0.01%	1635
2023 Q2	$480K	Hold	3,300	–	–	﹤0.01%	1465
2023 Q1	$430K	Buy	+3,300	New	+$452K	﹤0.01%	1488
2022 Q4	–	Sell	-3,300	Closed	-$345K	–	1944
2022 Q3	$345K	Buy	+3,300	New	+$379K	﹤0.01%	1570
2022 Q2	–	Sell	-2,000	Closed	-$273	–	2598
2022 Q1	$273	Buy	+2,000	New	+$295K	﹤0.01%	1759

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group's JPM Position: Q1 2026 in Review

Macquarie Group reduced its JPMorgan Chase (JPM) stake by 30% in Q1 2026, selling an estimated $42.4M and leaving 327,107 shares worth $96M. The position accounts for 0.57% of the portfolio, ranked #34.

Macquarie Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $406M in Q3 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Macquarie Group held 327,107 shares of JPMorgan Chase worth $96M as of Q1 2026.
Macquarie Group sold 139,762 JPMorgan Chase shares in Q1 2026, an estimated $42.4M.
JPMorgan Chase made up 0.57% of Macquarie Group's portfolio in Q1 2026, its #34 holding.
Macquarie Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Macquarie Group's JPMorgan Chase position peaked at $406M in Q3 2021.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Macquarie Group's 13F filing for Q1 2026, filed 15 May 2026.