Wellington Management Group
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Wellington Management Group’s JPMorgan Chase JPM Stock Holding History

Wellington Management 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
2018
Q1 		– Sell
-911
Closed -$1.65M – 2259
2017
Q4 		$1.65M Buy
911
+27
+3% +$2.73K ﹤0.01% 1795
2017
Q3 		$871K Buy
+884
New +$81.5K ﹤0.01% 1919

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

Wellington Management Group's JPM Position: Q2 2026 in Review

Wellington Management Group increased its JPMorgan Chase (JPM) stake by 7.8% in Q2 2026, buying an estimated $92.6M and bringing the position to 4,123,891 shares worth $1.35B. The position accounts for 0.23% of the portfolio, ranked #101.

Wellington Management Group first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.53B in Q1 2021. 5,137 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wellington Management Group held 4,123,891 shares of JPMorgan Chase worth $1.35B as of Q2 2026.
  • Wellington Management Group bought 298,163 JPMorgan Chase shares in Q2 2026, an estimated $92.6M.
  • JPMorgan Chase made up 0.23% of Wellington Management Group's portfolio in Q2 2026, its #101 holding.
  • Wellington Management Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's JPMorgan Chase position peaked at $8.53B in Q1 2021.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.