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AAFMAA Wealth Management & Trust’s JPMorgan Chase JPM Stock Holding History

AAFMAA Wealth Management & Trust’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
2026
Q2 		$2.91M Sell
8,898
-627
-7% -$195K 1.02% 23
2026
Q1 		$2.8M Sell
9,525
-16
-0.2% -$4.86K 1.09% 18
2025
Q4 		$3.07M Buy
+9,541
New +$2.95M 1.2% 21
2024
Q3 		– Sell
-25,000
Closed -$5.06M – 73
2024
Q2 		$5.06M Hold
25,000
– – 2.49% 7
2024
Q1 		$5.01M Sell
25,000
-2,240
-8% -$404K 2.73% 8
2023
Q4 		$4.63M Sell
27,240
-243
-0.9% -$36.8K 2.63% 13
2023
Q3 		$3.99M Sell
27,483
-184
-0.7% -$27.6K 3.7% 9
2023
Q2 		$4.02M Sell
27,667
-25,778
-48% -$3.55M 3.32% 10
2023
Q1 		$6.96M Buy
53,445
+24,911
+87% +$3.41M 5.59% 1
2022
Q4 		$3.83M Sell
28,534
-274
-1% -$34.7K 3.45% 6
2022
Q3 		$3.01M Buy
28,808
+234
+0.8% +$26.9K 2.22% 16
2022
Q2 		$3.22M Sell
28,574
-1,617
-5% -$200K 2.17% 23
2022
Q1 		$4.12M Buy
30,191
+25,060
+488% +$3.7M 1.9% 25
2021
Q4 		$812K Buy
5,131
+81
+2% +$13.3K 0.35% 50
2021
Q3 		$827K Sell
5,050
-24,622
-83% -$3.86M 0.39% 51
2021
Q2 		$4.62M Buy
29,672
+10,941
+58% +$1.72M 2.12% 15
2021
Q1 		$2.85M Sell
18,731
-15,731
-46% -$2.26M 1.37% 32
2020
Q4 		$4.38M Buy
+34,462
New +$3.85M 2.12% 23

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AAFMAA Wealth Management & Trust's JPM Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, selling an estimated $195K and leaving 8,898 shares worth $2.91M. The position accounts for 1.02% of the portfolio, ranked #23.

AAFMAA Wealth Management & Trust first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.96M in Q1 2023. 1,757 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 8,898 shares of JPMorgan Chase worth $2.91M as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 627 JPMorgan Chase shares in Q2 2026, an estimated $195K.
  • JPMorgan Chase made up 1.02% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #23 holding.
  • AAFMAA Wealth Management & Trust first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • AAFMAA Wealth Management & Trust's JPMorgan Chase position peaked at $6.96M in Q1 2023.
  • 1,757 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.