Ninety One
JPM icon

Ninety One’s JPMorgan Chase JPM Stock Holding History

Ninety One’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
Q3 		$21.8M Sell
65,567
-33
-0.1% -$11.5K 1.09% 11
2026
Q2 		$21.5M Sell
65,600
-19,748
-23% -$6.13M 1.17% 12
2026
Q1 		$24.9M Buy
85,348
+4,664
+6% +$1.42M 1.07% 8
2025
Q4 		$26M Buy
80,684
+4,112
+5% +$1.27M 1.12% 9
2025
Q3 		$24M Buy
76,572
+37,021
+94% +$11M 1.08% 10
2025
Q2 		$11.5M Sell
39,551
-62,956
-61% -$16.1M 1.88% 16
2025
Q1 		$24.9M Sell
102,507
-25,890
-20% -$6.6M 4.61% 6
2024
Q4 		$30.8M Buy
128,397
+17,378
+16% +$4.05M 6.79% 3
2024
Q3 		$23.3M Buy
+111,019
New +$23.4M 5.09% 4
2024
Q2 		– Sell
-54,312
Closed -$10.9M – 76
2024
Q1 		$10.9M Sell
54,312
-113,052
-68% -$20.4M 1.56% 21
2023
Q4 		$28.5M Buy
167,364
+4,677
+3% +$709K 4.33% 5
2023
Q3 		$23.9M Buy
162,687
+16,636
+11% +$2.49M 4.63% 5
2023
Q2 		$21.1M Buy
146,051
+120,919
+481% +$16.6M 5.22% 7
2023
Q1 		$3.26M Sell
25,132
-15,280
-38% -$2.09M 0.83% 32
2022
Q4 		$5.37M Sell
40,412
-654
-2% -$82.9K 1.74% 18
2022
Q3 		$4.38M Buy
41,066
+35,456
+632% +$4.07M 1.74% 18
2022
Q2 		$630K Hold
5,610
– – 0.22% 70
2022
Q1 		$781K Hold
5,610
– – 0.22% 72
2021
Q4 		$889K Sell
5,610
-106,888
-95% -$17.6M 0.26% 70
2021
Q3 		$18.5M Buy
112,498
+106,899
+1,909% +$16.8M 7.19% 3
2021
Q2 		$869K Sell
5,599
-6,856
-55% -$1.08M 0.32% 67
2021
Q1 		$1.9M Sell
12,455
-758
-6% -$109K 0.72% 38
2020
Q4 		$1.65M Buy
+13,213
New +$1.48M 0.65% 39
2016
Q3 		– Sell
-16,641
Closed -$1.02M – 89
2016
Q2 		$1.02M Buy
+16,641
New +$1.04M 0.88% 10
2016
Q1 		– Sell
-7,676
Closed -$509K – 28
2015
Q4 		$509K Buy
7,676
+1,768
+30% +$115K 0.45% 15
2015
Q3 		$359K Buy
+5,908
New +$387K 0.33% 18

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One's JPM Position: Q3 2026 in Review

Ninety One reduced its JPMorgan Chase (JPM) stake by 0.05% in Q3 2026, selling an estimated $11.5K and leaving 65,567 shares worth $21.8M. The position accounts for 1.09% of the portfolio, ranked #11.

Ninety One first reported a position in JPM in Q3 2015 and has held it in 26 quarters since. The position peaked at $30.8M in Q4 2024. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ninety One held 65,567 shares of JPMorgan Chase worth $21.8M as of Q3 2026.
  • Ninety One sold 33 JPMorgan Chase shares in Q3 2026, an estimated $11.5K.
  • JPMorgan Chase made up 1.09% of Ninety One's portfolio in Q3 2026, its #11 holding.
  • Ninety One first reported a position in JPMorgan Chase in Q3 2015 and has held it in 26 quarters since.
  • Ninety One's JPMorgan Chase position peaked at $30.8M in Q4 2024.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ninety One's 13F filing for Q3 2026, filed 15 Oct 2026.