AAFMAA Wealth Management & Trust
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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
Q3 		$2.83M Sell
8,567
-331
-4% -$116K 0.97% 21
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AAFMAA Wealth Management & Trust's JPM Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust reduced its JPMorgan Chase (JPM) stake by 3.7% in Q3 2026, selling an estimated $116K and leaving 8,567 shares worth $2.83M. The position accounts for 0.97% of the portfolio, ranked #21.

AAFMAA Wealth Management & Trust first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.96M in Q1 2023. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 8,567 shares of JPMorgan Chase worth $2.83M as of Q3 2026.
  • AAFMAA Wealth Management & Trust sold 331 JPMorgan Chase shares in Q3 2026, an estimated $116K.
  • JPMorgan Chase made up 0.97% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #21 holding.
  • AAFMAA Wealth Management & Trust first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • AAFMAA Wealth Management & Trust's JPMorgan Chase position peaked at $6.96M in Q1 2023.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.