Mercer Global Advisors
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Mercer Global Advisors’s JPMorgan Chase JPM Stock Holding History

Mercer Global Advisors’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
2026
Q1 		$246M Buy
837,325
+76,368
+10% +$23.2M 0.36% 40
2025
Q4 		$251M Buy
760,957
+61,414
+9% +$19M 0.38% 40
2025
Q3 		$221M Buy
699,543
+111,776
+19% +$33.2M 0.37% 38
2025
Q2 		$170M Buy
587,767
+12,293
+2% +$3.14M 0.35% 42
2025
Q1 		$141M Buy
575,474
+11,930
+2% +$3.04M 0.32% 45
2024
Q4 		$135M Sell
563,544
-143,307
-20% -$33.4M 0.33% 46
2024
Q3 		$147M Buy
706,851
+66,363
+10% +$14M 0.34% 49
2024
Q2 		$112M Buy
640,488
+24,952
+4% +$4.88M 0.3% 53
2024
Q1 		$123M Buy
615,536
+117,301
+24% +$21.2M 0.35% 52
2023
Q4 		$84.8M Buy
498,235
+99,210
+25% +$15M 0.25% 70
2023
Q3 		$57.9M Buy
399,025
+7,189
+2% +$1.08M 0.22% 67
2023
Q2 		$57M Buy
391,836
+49,081
+14% +$6.75M 0.23% 68
2023
Q1 		$44.7M Buy
342,755
+6,233
+2% +$854K 0.2% 78
2022
Q4 		$45.1M Buy
336,522
+34,068
+11% +$4.32M 0.23% 72
2022
Q3 		$31.6M Buy
302,454
+4,733
+2% +$543K 0.19% 85
2022
Q2 		$33.5M Buy
297,721
+11,380
+4% +$1.41M 0.21% 75
2022
Q1 		$39M Buy
286,341
+18,110
+7% +$2.67M 0.23% 67
2021
Q4 		$42.5M Buy
268,231
+20,099
+8% +$3.3M 0.26% 63
2021
Q3 		$40.6M Buy
248,132
+7,712
+3% +$1.21M 0.28% 60
2021
Q2 		$37.4M Buy
240,420
+11,691
+5% +$1.84M 0.29% 64
2021
Q1 		$34.8M Buy
228,729
+43,904
+24% +$6.32M 0.32% 57
2020
Q4 		$23.5M Sell
184,825
-14,663
-7% -$1.64M 0.29% 60
2020
Q3 		$19.2M Buy
199,488
+8,506
+4% +$835K 0.29% 61
2020
Q2 		$18M Buy
190,982
+9,366
+5% +$889K 0.33% 52
2020
Q1 		$16.4M Buy
181,616
+54,721
+43% +$6.65M 0.36% 54
2019
Q4 		$17.7M Buy
126,895
+7,405
+6% +$950K 0.35% 59
2019
Q3 		$14.1M Buy
119,490
+24,879
+26% +$2.81M 0.33% 64
2019
Q2 		$10.6M Buy
94,611
+6,653
+8% +$734K 0.28% 72
2019
Q1 		$8.9M Buy
+87,958
New +$9.06M 0.32% 61

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mercer Global Advisors's JPM Position: Q1 2026 in Review

Mercer Global Advisors increased its JPMorgan Chase (JPM) stake by 10% in Q1 2026, buying an estimated $23.2M and bringing the position to 837,325 shares worth $246M. The position accounts for 0.36% of the portfolio, ranked #40.

Mercer Global Advisors first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $251M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Mercer Global Advisors held 837,325 shares of JPMorgan Chase worth $246M as of Q1 2026.
  • Mercer Global Advisors bought 76,368 JPMorgan Chase shares in Q1 2026, an estimated $23.2M.
  • JPMorgan Chase made up 0.36% of Mercer Global Advisors's portfolio in Q1 2026, its #40 holding.
  • Mercer Global Advisors first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's JPMorgan Chase position peaked at $251M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.