QP
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Quilter Plc’s JPMorgan Chase JPM Stock Holding History

Quilter Plc’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 		$243M Buy
741,791
+23,429
+3% +$7.28M 3.65% 9
2026
Q1 		$211M Buy
718,362
+13,973
+2% +$4.24M 3.71% 7
2025
Q4 		$227M Sell
704,389
-10,195
-1% -$3.16M 3.81% 7
2025
Q3 		$225M Sell
714,584
-1,232
-0.2% -$366K 3.87% 6
2025
Q2 		$208M Sell
715,816
-8,179
-1% -$2.09M 3.79% 6
2025
Q1 		$178M Sell
723,995
-10,992
-1% -$2.8M 3.69% 6
2024
Q4 		$176M Sell
734,987
-23,458
-3% -$5.46M 3.48% 8
2024
Q3 		$160M Sell
758,445
-13,829
-2% -$2.91M 3.26% 8
2024
Q2 		$156M Sell
772,274
-6,752
-0.9% -$1.32M 3.5% 8
2024
Q1 		$156M Sell
779,026
-1,850
-0.2% -$334K 3.69% 8
2023
Q4 		$133M Buy
780,876
+1,045
+0.1% +$158K 4.48% 4
2023
Q3 		$778M Sell
779,831
-17,748
-2% -$2.66M 3.07% 12
2023
Q2 		$791M Sell
797,579
-14,517
-2% -$2M 3.07% 11
2023
Q1 		$806M Sell
812,096
-25,511
-3% -$3.5M 3.1% 12
2022
Q4 		$112M Buy
837,607
+24,178
+3% +$3.06M 3.7% 7
2022
Q3 		$85M Buy
813,429
+14,334
+2% +$1.64M 3.05% 7
2022
Q2 		$90M Buy
799,095
+15,539
+2% +$1.93M 3.04% 7
2022
Q1 		$107M Buy
783,556
+76,665
+11% +$11.3M 2.9% 8
2021
Q4 		$114M Buy
706,891
+77,096
+12% +$12.7M 2.98% 8
2021
Q3 		$103M Buy
629,795
+29,405
+5% +$4.61M 2.88% 7
2021
Q2 		$93.4M Buy
600,390
+26,334
+5% +$4.14M 2.69% 7
2021
Q1 		$87.4M Buy
574,056
+37,926
+7% +$5.46M 2.76% 7
2020
Q4 		$68.1M Buy
536,130
+26,671
+5% +$2.98M 2.33% 8
2020
Q3 		$49M Buy
509,459
+16,029
+3% +$1.57M 1.94% 8
2020
Q2 		$46.4M Buy
493,430
+23,110
+5% +$2.19M 2.27% 7
2020
Q1 		$42.3M Buy
470,320
+3,761
+0.8% +$457K 2.8% 6
2019
Q4 		$65M Buy
+466,559
New +$59.8M 3.82% 6

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

Quilter Plc's JPM Position: Q2 2026 in Review

Quilter Plc increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $7.28M and bringing the position to 741,791 shares worth $243M. The position accounts for 3.65% of the portfolio, ranked #9.

Quilter Plc first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $806M in Q1 2023. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Quilter Plc held 741,791 shares of JPMorgan Chase worth $243M as of Q2 2026.
  • Quilter Plc bought 23,429 JPMorgan Chase shares in Q2 2026, an estimated $7.28M.
  • JPMorgan Chase made up 3.65% of Quilter Plc's portfolio in Q2 2026, its #9 holding.
  • Quilter Plc first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Quilter Plc's JPMorgan Chase position peaked at $806M in Q1 2023.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quilter Plc's 13F filing for Q2 2026, filed 24 Jul 2026.