PCM
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Penserra Capital Management’s JPMorgan Chase JPM Stock Holding History

Penserra Capital Management’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 		$75K Sell
258
-3
-1% -$910 ﹤0.01% 750
2025
Q4 		$83K Buy
261
+48
+23% +$14.9K ﹤0.01% 746
2025
Q3 		$67K Sell
213
-495
-70% -$147K ﹤0.01% 782
2025
Q2 		$205K Buy
708
+480
+211% +$122K ﹤0.01% 648
2025
Q1 		$55K Sell
228
-7,130
-97% -$1.82M ﹤0.01% 843
2024
Q4 		$1.76M Buy
7,358
+5,783
+367% +$1.35M 0.03% 313
2024
Q3 		$332K Sell
1,575
-784,355
-100% -$165M 0.01% 605
2024
Q2 		$159M Buy
785,930
+269,817
+52% +$52.7M 2.01% 9
2024
Q1 		$103M Sell
516,113
-296,027
-36% -$53.4M 1.3% 20
2023
Q4 		$138M Sell
812,140
-173,221
-18% -$26.3M 2.6% 10
2023
Q3 		$143M Sell
985,361
-40,053
-4% -$6M 2.95% 7
2023
Q2 		$149M Buy
1,025,414
+12,118
+1% +$1.67M 2.95% 8
2023
Q1 		$132M Buy
1,013,296
+104,715
+12% +$14.3M 2.74% 10
2022
Q4 		$122M Buy
908,581
+164,059
+22% +$20.8M 2.67% 10
2022
Q3 		$77.8M Buy
744,522
+151,581
+26% +$17.4M 2.21% 12
2022
Q2 		$66.8M Buy
592,941
+233,464
+65% +$28.9M 1.82% 11
2022
Q1 		$49M Buy
359,477
+99,185
+38% +$14.6M 1.16% 19
2021
Q4 		$41.2M Buy
260,292
+104,245
+67% +$17.1M 0.88% 26
2021
Q3 		$25.5M Buy
156,047
+25,504
+20% +$4M 0.53% 38
2021
Q2 		$20.3M Buy
130,543
+43,066
+49% +$6.76M 0.37% 85
2021
Q1 		$13.3M Buy
87,477
+28,636
+49% +$4.12M 0.25% 111
2020
Q4 		$7.48M Buy
58,841
+24,864
+73% +$2.78M 0.18% 125
2020
Q3 		$3.27M Buy
33,977
+9,725
+40% +$955K 0.12% 165
2020
Q2 		$2.28M Buy
24,252
+12,101
+100% +$1.15M 0.12% 164
2020
Q1 		$1.09M Sell
12,151
-65,048
-84% -$7.9M 0.07% 240
2019
Q4 		$10.8M Buy
77,199
+57,981
+302% +$7.44M 0.7% 29
2019
Q3 		$2.26M Buy
19,218
+10,976
+133% +$1.24M 0.19% 111
2019
Q2 		$920K Sell
8,242
-3,084
-27% -$340K 0.07% 244
2019
Q1 		$1.31M Buy
11,326
+1,098
+11% +$113K 0.11% 147
2018
Q4 		$998K Buy
10,228
+1,098
+12% +$117K 0.1% 223
2018
Q3 		$1.03M Sell
9,130
-901
-9% -$102K 0.06% 220
2018
Q2 		$791K Buy
10,031
+1,272
+15% +$140K 0.05% 197
2018
Q1 		$963K Buy
8,759
+1,339
+18% +$152K 0.09% 135
2017
Q4 		$792K Buy
7,420
+1,004
+16% +$102K 0.1% 109
2017
Q3 		$612K Buy
6,416
+712
+12% +$65.7K 0.15% 89
2017
Q2 		$521K Buy
5,704
+1,384
+32% +$119K 0.19% 96
2017
Q1 		$379K Buy
4,320
+3,420
+380% +$302K 0.04% 125
2016
Q4 		$77K Buy
+900
New +$68.6K 0.01% 356

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

Penserra Capital Management's JPM Position: Q1 2026 in Review

Penserra Capital Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $910 and leaving 258 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Penserra Capital Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $159M in Q2 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Penserra Capital Management held 258 shares of JPMorgan Chase worth $75K as of Q1 2026.
  • Penserra Capital Management sold 3 JPMorgan Chase shares in Q1 2026, an estimated $910.
  • JPMorgan Chase made up ﹤0.01% of Penserra Capital Management's portfolio in Q1 2026, its #750 holding.
  • Penserra Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Penserra Capital Management's JPMorgan Chase position peaked at $159M in Q2 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.