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 $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

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.