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	-$273K	–	2598
2022 Q1	$273K	Buy	+2,000	New	+$295K	﹤0.01%	1759

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Macquarie Group's JPM Position: Q2 2026 in Review

Macquarie Group increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $11.7M and bringing the position to 364,639 shares worth $119M. The position accounts for 0.51% of the portfolio, ranked #34.

Macquarie Group first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $406M in Q3 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Macquarie Group held 364,639 shares of JPMorgan Chase worth $119M as of Q2 2026.
Macquarie Group bought 37,532 JPMorgan Chase shares in Q2 2026, an estimated $11.7M.
JPMorgan Chase made up 0.51% of Macquarie Group's portfolio in Q2 2026, its #34 holding.
Macquarie Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Macquarie Group's JPMorgan Chase position peaked at $406M in Q3 2021.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.