SEC 13F Intelligence

Clearbridge Investments, LLC / JPM

Clearbridge Investments, LLC’s Jpmorgan Chase & Co Position

Does Clearbridge Investments, LLC own Jpmorgan Chase & Co (JPM)? Yes — 4.32M shares worth $1.3B (+1.10% of its 13F portfolio) as of Q1 2026, down from 4.62M shares the prior filed quarter.

Position Value
$1.3B
Q1 2026
Shares
4.32M
% of Portfolio
+1.10%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $674MQ4 ’18Q1 ’19: $686MQ2 ’19: $753MQ3 ’19: $789MQ4 ’19: $936MQ4 ’19Q1 ’20: $604MQ2 ’20: $578MQ3 ’20: $575MQ4 ’20: $770MQ4 ’20Q1 ’21: $906MQ2 ’21: $1.0BQ3 ’21: $1.1BQ4 ’21: $1.1BQ4 ’21Q1 ’22: $854MQ2 ’22: $682MQ3 ’22: $644MQ4 ’22: $991MQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.2BQ3 ’23: $1.1BQ4 ’23: $1.3BQ4 ’23Q1 ’24: $1.5BQ2 ’24: $1.5BQ3 ’24: $1.5BQ4 ’24: $1.6BQ4 ’24Q1 ’25: $1.5BQ2 ’25: $1.5BQ3 ’25: $1.5BQ4 ’25: $1.5BQ4 ’25Q1 ’26: $1.3Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.32M$1.3B+1.10%
Q4 20254.62M$1.5B+1.19%
Q3 20254.82M$1.5B+1.14%
Q2 20255.31M$1.5B+1.25%
Q1 20256.27M$1.5B+1.34%
Q4 20246.71M$1.6B+1.30%
Q3 20247.26M$1.5B+1.20%
Q2 20247.46M$1.5B+1.23%
Q1 20247.56M$1.5B+1.20%
Q4 20237.72M$1.3B+1.13%
Q3 20237.82M$1.1B+1.09%
Q2 20237.93M$1.2B+1.04%
Q1 20238.24M$1.1B+1.03%
Q4 20227.39M$991M+0.98%
Q3 20226.16M$644M+0.65%
Q2 20226.05M$682M+0.64%
Q1 20226.26M$854M+0.64%
Q4 20216.65M$1.1B+0.72%
Q3 20216.65M$1.1B+0.78%
Q2 20216.61M$1.0B+0.72%
Q1 20215.95M$906M+0.68%
Q4 20206.06M$770M+0.60%
Q3 20205.98M$575M+0.49%
Q2 20206.14M$578M+0.52%
Q1 20206.71M$604M+0.65%
Q4 20196.64M$936M+0.78%
Q3 20196.70M$789M+0.69%
Q2 20196.73M$753M+0.65%
Q1 20196.78M$686M+0.61%
Q4 20186.91M$674M+0.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clearbridge Investments, LLC’s full portfolio or all institutional holders of JPM.