JPMorgan Chase Reduces Stake in FactSet Research Systems

Institutional investor sold over 280,000 shares of the business services provider in Q3 2025

Mar. 22, 2026 at 8:49am

Got story updates? Submit your updates here. ›

JPMorgan Chase & Co. reduced its holdings in FactSet Research Systems Inc. (NYSE:FDS) by 67.2% in the 3rd quarter of 2025, according to a disclosure with the Securities and Exchange Commission (SEC). The institutional investor now owns 137,408 shares of the business services provider's stock, worth $39.37 million.

Why it matters

This reduction in JPMorgan Chase's stake in FactSet Research Systems, a leading provider of financial data and analytics, could signal a shift in the investment firm's outlook on the company or the broader financial data industry.

The details

According to the SEC filing, JPMorgan Chase sold 281,332 shares of FactSet Research Systems in the third quarter, reducing its total holdings to 137,408 shares. The institutional investor now owns 0.37% of the company's stock, down from 1.12% in the previous quarter.

  • JPMorgan Chase reduced its FactSet Research Systems holdings in the 3rd quarter of 2025.

The players

JPMorgan Chase & Co.

A multinational investment bank and financial services company headquartered in New York City.

FactSet Research Systems Inc.

A global provider of integrated financial data and analytics to the investment community, headquartered in Norwalk, Connecticut.

Got photos? Submit your photos here. ›

The takeaway

This reduction in JPMorgan Chase's stake in FactSet Research Systems could indicate a shift in the investment firm's outlook on the financial data industry, though the specific reasons behind the move are not yet clear.