NO
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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ninety One's JPM Position: Q2 2026 in Review

Ninety One reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $6.13M and leaving 65,600 shares worth $21.5M. The position accounts for 1.17% of the portfolio, ranked #12.

Ninety One first reported a position in JPM in Q3 2015 and has held it in 25 quarters since. The position peaked at $30.8M in Q4 2024. 2,531 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ninety One held 65,600 shares of JPMorgan Chase worth $21.5M as of Q2 2026.
  • Ninety One sold 19,748 JPMorgan Chase shares in Q2 2026, an estimated $6.13M.
  • JPMorgan Chase made up 1.17% of Ninety One's portfolio in Q2 2026, its #12 holding.
  • Ninety One first reported a position in JPMorgan Chase in Q3 2015 and has held it in 25 quarters since.
  • Ninety One's JPMorgan Chase position peaked at $30.8M in Q4 2024.
  • 2,531 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.