Mercer Global Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $311M | Buy |
950,438
+113,113
| +14% | +$35.1M | 0.38% | 37 |
|
|
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
Mercer Global Advisors's JPM Position: Q2 2026 in Review
Mercer Global Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $35.1M and bringing the position to 950,438 shares worth $311M. The position accounts for 0.38% of the portfolio, ranked #37.
Mercer Global Advisors first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Mercer Global Advisors held 950,438 shares of JPMorgan Chase worth $311M as of Q2 2026.
- Mercer Global Advisors bought 113,113 JPMorgan Chase shares in Q2 2026, an estimated $35.1M.
- JPMorgan Chase made up 0.38% of Mercer Global Advisors's portfolio in Q2 2026, its #37 holding.
- Mercer Global Advisors first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- 5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.