MGP
JPM icon

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
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 $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

Metis Global Partners's JPM Position: Q1 2026 in Review

Metis Global Partners reduced its JPMorgan Chase (JPM) stake by 4.1% in Q1 2026, selling an estimated $1.79M and leaving 136,838 shares worth $40.3M. The position accounts for 0.99% of the portfolio, ranked #18.

Metis Global Partners first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $47.7M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Metis Global Partners held 136,838 shares of JPMorgan Chase worth $40.3M as of Q1 2026.
  • Metis Global Partners sold 5,896 JPMorgan Chase shares in Q1 2026, an estimated $1.79M.
  • JPMorgan Chase made up 0.99% of Metis Global Partners's portfolio in Q1 2026, its #18 holding.
  • Metis Global Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Metis Global Partners's JPMorgan Chase position peaked at $47.7M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.