MGP
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Metis Global Partners’s JPMorgan Chase JPM Stock Holding History

Metis Global Partners’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
Q2 		$36.1M Sell
110,375
-26,463
-19% -$8.22M 0.82% 20
2026
Q1 		$40.3M Sell
136,838
-5,896
-4% -$1.79M 0.99% 18
2025
Q4 		$46M Sell
142,734
-8,423
-6% -$2.61M 1.09% 14
2025
Q3 		$47.7M Sell
151,157
-8,230
-5% -$2.45M 1.12% 13
2025
Q2 		$46.2M Sell
159,387
-17,662
-10% -$4.51M 1.19% 13
2025
Q1 		$43.4M Buy
177,049
+15,926
+10% +$4.06M 1.22% 15
2024
Q4 		$38.6M Buy
161,123
+1,395
+0.9% +$325K 1.16% 12
2024
Q3 		$33.7M Buy
159,728
+3,184
+2% +$671K 1.05% 15
2024
Q2 		$31.7M Sell
156,544
-221
-0.1% -$43.2K 1.09% 15
2024
Q1 		$31.4M Sell
156,765
-247
-0.2% -$44.6K 1.14% 15
2023
Q4 		$26.7M Buy
157,012
+20,503
+15% +$3.11M 1.06% 17
2023
Q3 		$19.8M Buy
136,509
+19,099
+16% +$2.86M 0.96% 16
2023
Q2 		$17.1M Sell
117,410
-513
-0.4% -$70.6K 0.92% 15
2023
Q1 		$15.4M Buy
117,923
+29,675
+34% +$4.07M 0.99% 13
2022
Q4 		$11.8M Buy
88,248
+36,308
+70% +$4.6M 1.05% 11
2022
Q3 		$5.43M Buy
51,940
+3,357
+7% +$385K 0.87% 15
2022
Q2 		$5.47M Buy
48,583
+1,379
+3% +$171K 0.88% 15
2022
Q1 		$6.43M Buy
47,204
+21,322
+82% +$3.15M 0.77% 13
2021
Q4 		$4.1M Buy
+25,882
New +$4.25M 1.14% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Metis Global Partners's JPM Position: Q2 2026 in Review

Metis Global Partners reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2026, selling an estimated $8.22M and leaving 110,375 shares worth $36.1M. The position accounts for 0.82% of the portfolio, ranked #20.

Metis Global Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.7M in Q3 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Metis Global Partners held 110,375 shares of JPMorgan Chase worth $36.1M as of Q2 2026.
  • Metis Global Partners sold 26,463 JPMorgan Chase shares in Q2 2026, an estimated $8.22M.
  • JPMorgan Chase made up 0.82% of Metis Global Partners's portfolio in Q2 2026, its #20 holding.
  • Metis Global Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Metis Global Partners's JPMorgan Chase position peaked at $47.7M in Q3 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.