Wellington Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13B | Sell |
3,825,728
-6,565,981
| -63% | -$1.99B | 0.21% | 113 |
|
|
2025
Q4 | $3.35B | Sell |
10,391,709
-3,425,119
| -25% | -$1.06B | 0.59% | 25 |
|
|
2025
Q3 | $4.36B | Sell |
13,816,828
-6,705,837
| -33% | -$1.99B | 0.76% | 15 |
|
|
2025
Q2 | $5.95B | Sell |
20,522,665
-3,342,908
| -14% | -$853M | 1.08% | 13 |
|
|
2025
Q1 | $5.85B | Sell |
23,865,573
-5,465,035
| -19% | -$1.39B | 1.13% | 11 |
|
|
2024
Q4 | $7.03B | Sell |
29,330,608
-468,913
| -2% | -$109M | 1.29% | 10 |
|
|
2024
Q3 | $6.28B | Sell |
29,799,521
-6,100,341
| -17% | -$1.28B | 1.1% | 11 |
|
|
2024
Q2 | $7.26B | Sell |
35,899,862
-3,075,635
| -8% | -$601M | 1.3% | 9 |
|
|
2024
Q1 | $7.81B | Sell |
38,975,497
-640,821
| -2% | -$116M | 1.38% | 10 |
|
|
2023
Q4 | $6.74B | Sell |
39,616,318
-2,805,393
| -7% | -$425M | 1.26% | 10 |
|
|
2023
Q3 | $6.15B | Buy |
42,421,711
+4,603,090
| +12% | +$690M | 1.23% | 11 |
|
|
2023
Q2 | $5.5B | Buy |
37,818,621
+583,531
| +2% | +$80.3M | 1.04% | 11 |
|
|
2023
Q1 | $4.85B | Sell |
37,235,090
-2,835,036
| -7% | -$388M | 0.96% | 15 |
|
|
2022
Q4 | $5.37B | Buy |
40,070,126
+1,929,600
| +5% | +$244M | 1.08% | 10 |
|
|
2022
Q3 | $3.99B | Sell |
38,140,526
-6,146,641
| -14% | -$705M | 0.85% | 21 |
|
|
2022
Q2 | $4.99B | Buy |
44,287,167
+1,141,471
| +3% | +$141M | 1% | 12 |
|
|
2022
Q1 | $5.88B | Sell |
43,145,696
-5,309,612
| -11% | -$784M | 1.01% | 10 |
|
|
2021
Q4 | $7.67B | Sell |
48,455,308
-2,797,998
| -5% | -$459M | 1.23% | 9 |
|
|
2021
Q3 | $8.39B | Sell |
51,253,306
-300,781
| -0.6% | -$47.2M | 1.43% | 8 |
|
|
2021
Q2 | $8.02B | Sell |
51,554,087
-4,450,061
| -8% | -$699M | 1.33% | 8 |
|
|
2021
Q1 | $8.53B | Sell |
56,004,148
-2,249,545
| -4% | -$324M | 1.5% | 5 |
|
|
2020
Q4 | $7.4B | Buy |
58,253,693
+1,906,716
| +3% | +$213M | 1.36% | 7 |
|
|
2020
Q3 | $5.42B | Buy |
56,346,977
+10,514,213
| +23% | +$1.03B | 1.12% | 13 |
|
|
2020
Q2 | $4.31B | Sell |
45,832,764
-10,726,491
| -19% | -$1.02B | 0.96% | 21 |
|
|
2020
Q1 | $5.09B | Sell |
56,559,255
-3,686,520
| -6% | -$448M | 1.35% | 8 |
|
|
2019
Q4 | $8.4B | Buy |
60,245,775
+2,343,802
| +4% | +$301M | 1.76% | 3 |
|
|
2019
Q3 | $6.81B | Buy |
57,901,973
+479,277
| +0.8% | +$54.2M | 1.54% | 5 |
|
|
2019
Q2 | $6.42B | Buy |
57,422,696
+1,253,548
| +2% | +$138M | 1.42% | 6 |
|
|
2019
Q1 | $5.69B | Sell |
56,169,148
-1,772,946
| -3% | -$183M | 1.29% | 7 |
|
|
2018
Q4 | $5.66B | Buy |
57,942,094
+246,904
| +0.4% | +$26.3M | 1.42% | 6 |
|
|
2018
Q3 | $6.51B | Buy |
57,695,190
+36,655
| +0.1% | +$4.16M | 1.37% | 5 |
|
|
2018
Q2 | $6.01B | Buy |
57,658,535
+94,350
| +0.2% | +$10.4M | 1.34% | 5 |
|
|
2018
Q1 | $6.33B | Buy |
57,564,185
+826,780
| +1% | +$93.6M | 1.43% | 4 |
|
|
2017
Q4 | $6.07B | Sell |
56,737,405
-2,425,539
| -4% | -$246M | 1.34% | 4 |
|
|
2017
Q3 | $5.65B | Sell |
59,162,944
-1,746,350
| -3% | -$161M | 1.3% | 5 |
|
|
2017
Q2 | $5.57B | Sell |
60,909,294
-1,768,517
| -3% | -$153M | 1.31% | 5 |
|
|
2017
Q1 | $5.51B | Sell |
62,677,811
-2,454,158
| -4% | -$217M | 1.33% | 7 |
|
|
2016
Q4 | $5.62B | Sell |
65,131,969
-2,815,956
| -4% | -$215M | 1.41% | 5 |
|
|
2016
Q3 | $4.52B | Sell |
67,947,925
-574,284
| -0.8% | -$37.4M | 1.13% | 10 |
|
|
2016
Q2 | $4.26B | Sell |
68,522,209
-1,212,888
| -2% | -$75.8M | 1.1% | 11 |
|
|
2016
Q1 | $4.13B | Buy |
69,735,097
+2,936,653
| +4% | +$172M | 1.09% | 10 |
|
|
2015
Q4 | $4.41B | Sell |
66,798,444
-345,112
| -0.5% | -$22.5M | 1.15% | 9 |
|
|
2015
Q3 | $4.09B | Buy |
67,143,556
+629,471
| +0.9% | +$41.2M | 1.14% | 13 |
|
|
2015
Q2 | $4.51B | Sell |
66,514,085
-1,253,410
| -2% | -$81.8M | 1.16% | 12 |
|
|
2015
Q1 | $4.11B | Sell |
67,767,495
-1,224,221
| -2% | -$72.5M | 1.06% | 15 |
|
|
2014
Q4 | $4.32B | Sell |
68,991,716
-2,361,494
| -3% | -$142M | 1.14% | 10 |
|
|
2014
Q3 | $4.3B | Sell |
71,353,210
-2,092,718
| -3% | -$122M | 1.18% | 10 |
|
|
2014
Q2 | $4.23B | Sell |
73,445,928
-2,377,023
| -3% | -$134M | 1.14% | 8 |
|
|
2014
Q1 | $4.6B | Buy |
75,822,951
+2,183,931
| +3% | +$126M | 1.28% | 7 |
|
|
2013
Q4 | $4.31B | Sell |
73,639,020
-5,806,018
| -7% | -$318M | 1.24% | 6 |
|
|
2013
Q3 | $4.11B | Sell |
79,445,038
-16,599,034
| -17% | -$890M | 1.29% | 6 |
|
|
2013
Q2 | $5.07B | Buy |
+96,044,072
| New | +$4.88B | 1.65% | 2 |
|
Other funds holding JPM
VCM
VPM
Wellington Management Group's JPM Position: Q1 2026 in Review
Wellington Management Group reduced its JPMorgan Chase (JPM) stake by 63% in Q1 2026, selling an estimated $1.99B and leaving 3,825,728 shares worth $1.13B. The position accounts for 0.21% of the portfolio, ranked #113.
Wellington Management Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.53B in Q1 2021. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Wellington Management Group held 3,825,728 shares of JPMorgan Chase worth $1.13B as of Q1 2026.
- Wellington Management Group sold 6,565,981 JPMorgan Chase shares in Q1 2026, an estimated $1.99B.
- JPMorgan Chase made up 0.21% of Wellington Management Group's portfolio in Q1 2026, its #113 holding.
- Wellington Management Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's JPMorgan Chase position peaked at $8.53B in Q1 2021.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.