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
2022
Q1 		– Sell
-114
Closed -$268K – 1913
2021
Q4 		$268K Hold
114
– – ﹤0.01% 1527
2021
Q3 		$345K Hold
114
– – ﹤0.01% 1362
2021
Q2 		$265K Buy
+114
New +$17.9K ﹤0.01% 1438

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. 5,056 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.
  • 5,056 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.