Epoch Investment Partners, Inc. / JPM
Epoch Investment Partners, Inc.’s Jpmorgan Chase & Co Position
Does Epoch Investment Partners, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 800.5K shares worth $235M (+1.43% of its 13F portfolio) as of Q1 2026, down from 901.3K shares the prior filed quarter.
Position Value
$235M
Q1 2026
Shares
800.5K
% of Portfolio
+1.43%
Quarters Held
23
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 800.5K | $235M | +1.43% |
| Q4 2025 | 901.3K | $290M | +1.65% |
| Q3 2025 | 977.8K | $308M | +1.69% |
| Q2 2025 | 1.38M | $400M | +2.07% |
| Q1 2025 | 1.60M | $392M | +2.03% |
| Q4 2024 | 1.72M | $411M | +1.99% |
| Q3 2024 | 1.97M | $416M | +1.86% |
| Q2 2024 | 1.93M | $391M | +1.79% |
| Q1 2024 | 1.52M | $305M | +1.36% |
| Q4 2023 | 1.41M | $240M | +1.09% |
| Q3 2023 | 1.44M | $209M | +1.33% |
| Q2 2023 | 1.57M | $229M | +1.32% |
| Q1 2023 | 1.63M | $213M | +1.27% |
| Q4 2022 | 1.55M | $208M | +1.24% |
| Q3 2022 | 1.51M | $157M | +1.03% |
| Q2 2022 | 1.45M | $163M | +0.96% |
| Q1 2022 | 1.34M | $183M | +0.89% |
| Q4 2021 | 1.22M | $193M | +0.98% |
| Q3 2021 | 1.21M | $197M | +1.10% |
| Q3 2020 | 962.0K | $93M | +0.46% |
| Q2 2020 | 807.2K | $76M | +0.39% |
| Q1 2019 | 808.5K | $82M | +0.36% |
| Q4 2018 | 935.5K | $91M | +0.42% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Epoch Investment Partners, Inc.’s full portfolio or all institutional holders of JPM.