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StoneX Group’s JPMorgan Chase JPM Stock Holding History

StoneX Group’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 		$10.8M Sell
36,870
-14,855
-29% -$4.51M 0.58% 25
2025
Q4 		$16.7M Sell
51,725
-297
-0.6% -$92K 0.72% 27
2025
Q3 		$16.4M Sell
52,022
-2,305
-4% -$686K 0.72% 26
2025
Q2 		$15.8M Buy
54,327
+4,950
+10% +$1.26M 0.77% 24
2025
Q1 		$12.1M Buy
49,377
+2,589
+6% +$660K 0.66% 24
2024
Q4 		$11.2M Buy
+46,788
New +$10.9M 0.62% 24
2022
Q2 		– Sell
-22,914
Closed -$3.12M – 637
2022
Q1 		$3.12M Buy
22,914
+2,409
+12% +$356K 0.3% 66
2021
Q4 		$3.25M Buy
20,505
+4,926
+32% +$809K 0.37% 57
2021
Q3 		$2.55M Sell
15,579
-877
-5% -$137K 0.37% 59
2021
Q2 		$2.56M Buy
16,456
+526
+3% +$82.6K 0.38% 50
2021
Q1 		$2.42M Buy
15,930
+471
+3% +$67.8K 0.44% 38
2020
Q4 		$1.96M Buy
15,459
+364
+2% +$40.7K 0.43% 35
2020
Q3 		$1.45M Sell
15,095
-75
-0.5% -$7.37K 0.47% 43
2020
Q2 		$1.43M Buy
15,170
+594
+4% +$56.4K 0.54% 36
2020
Q1 		$1.31M Sell
14,576
-1,298
-8% -$158K 0.7% 32
2019
Q4 		$2.21M Buy
15,874
+1,163
+8% +$149K 0.9% 21
2019
Q3 		$1.73M Buy
14,711
+2,296
+18% +$260K 1.08% 12
2019
Q2 		$1.39M Buy
12,415
+470
+4% +$51.8K 0.89% 20
2019
Q1 		$1.21M Buy
11,945
+1,125
+10% +$116K 0.92% 22
2018
Q4 		$1.06M Buy
10,820
+758
+8% +$80.8K 1.02% 17
2018
Q3 		$1.14M Sell
10,062
-97
-1% -$11K 0.84% 25
2018
Q2 		$1.06M Buy
10,159
+189
+2% +$20.7K 0.91% 19
2018
Q1 		$1.1M Buy
9,970
+648
+7% +$73.4K 1.05% 16
2017
Q4 		$997K Buy
9,322
+905
+11% +$91.6K 1.04% 18
2017
Q3 		$804K Sell
8,417
-20,765
-71% -$1.91M 1% 22
2017
Q2 		$2.67M Buy
+29,182
New +$2.52M 0.83% 13

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

StoneX Group's JPM Position: Q1 2026 in Review

StoneX Group reduced its JPMorgan Chase (JPM) stake by 29% in Q1 2026, selling an estimated $4.51M and leaving 36,870 shares worth $10.8M. The position accounts for 0.58% of the portfolio, ranked #25.

StoneX Group first reported a position in JPM in Q2 2017 and has held it in 26 quarters since. The position peaked at $16.7M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • StoneX Group held 36,870 shares of JPMorgan Chase worth $10.8M as of Q1 2026.
  • StoneX Group sold 14,855 JPMorgan Chase shares in Q1 2026, an estimated $4.51M.
  • JPMorgan Chase made up 0.58% of StoneX Group's portfolio in Q1 2026, its #25 holding.
  • StoneX Group first reported a position in JPMorgan Chase in Q2 2017 and has held it in 26 quarters since.
  • StoneX Group's JPMorgan Chase position peaked at $16.7M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.