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Achmea Investment Management’s JPMorgan Chase JPM Stock Holding History

Achmea Investment Management’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 		$109M Sell
332,824
-45,147
-12% -$14M 2.73% 7
2026
Q1 		$111M Sell
377,971
-55,501
-13% -$16.8M 2.93% 7
2025
Q4 		$140M Sell
433,472
-14,474
-3% -$4.48M 3.57% 6
2025
Q3 		$141M Buy
447,946
+7,970
+2% +$2.37M 1.76% 7
2025
Q2 		$128M Buy
439,976
+68,261
+18% +$17.4M 1.65% 8
2025
Q1 		$91.2M Buy
371,715
+66,028
+22% +$16.8M 1.33% 7
2024
Q4 		$73.3M Buy
305,687
+24,207
+9% +$5.64M 1.21% 9
2024
Q3 		$59.4M Sell
281,480
-9,186
-3% -$1.93M 0.98% 16
2024
Q2 		$58.8M Buy
290,666
+50,993
+21% +$9.97M 1.05% 10
2024
Q1 		$48M Sell
239,673
-2,867
-1% -$517K 0.91% 20
2023
Q4 		$41.3M Sell
242,540
-5,147
-2% -$780K 0.85% 22
2023
Q3 		$35.9M Buy
247,687
+11,327
+5% +$1.7M 0.78% 25
2023
Q2 		$34.4M Buy
236,360
+88,610
+60% +$12.2M 0.73% 24
2023
Q1 		$19.3M Buy
147,750
+15,581
+12% +$2.13M 0.56% 36
2022
Q4 		$16.6M Sell
132,169
-7,228
-5% -$916K 0.56% 35
2022
Q3 		$14.6M Sell
139,397
-48,038
-26% -$5.51M 0.52% 39
2022
Q2 		$21.1M Buy
187,435
+20,875
+13% +$2.59M 0.68% 29
2022
Q1 		$22.7M Sell
166,560
-23,423
-12% -$3.46M 0.59% 30
2021
Q4 		$30.1M Sell
189,983
-11,736
-6% -$1.93M 1.43% 12
2021
Q3 		$33M Sell
201,719
-6,183
-3% -$969K 1% 12
2021
Q2 		$32.3M Sell
207,902
-6,458
-3% -$1.01M 1.1% 10
2021
Q1 		$32.6M Sell
214,360
-10,441
-5% -$1.5M 1.14% 9
2020
Q4 		$28.6M Buy
224,801
+2,559
+1% +$286K 1.03% 13
2020
Q3 		$21.4M Sell
222,242
-545,540
-71% -$53.6M 0.89% 17
2020
Q2 		$72.2M Sell
767,782
-104,655
-12% -$9.93M 2.44% 9
2020
Q1 		$78.5M Buy
872,437
+555,361
+175% +$67.5M 3.6% 6
2019
Q4 		$44.2M Buy
317,076
+26,530
+9% +$3.4M 1.7% 6
2019
Q3 		$34.2M Buy
290,546
+24,712
+9% +$2.8M 1.35% 9
2019
Q2 		$29.7M Sell
265,834
-20,840
-7% -$2.3M 1.14% 16
2019
Q1 		$29M Sell
286,674
-91,786
-24% -$9.46M 1.21% 18
2018
Q4 		$36.9M Sell
378,460
-10,941
-3% -$1.17M 1.71% 8
2018
Q3 		$43.9M Sell
389,401
-86,001
-18% -$9.76M 1.66% 5
2018
Q2 		$49.5M Sell
475,402
-61,796
-12% -$6.78M 1.73% 6
2018
Q1 		$59.1M Sell
537,198
-39,114
-7% -$4.43M 1.99% 5
2017
Q4 		$61.6M Buy
576,312
+298,233
+107% +$30.2M 2.08% 4
2017
Q3 		$26.6M Sell
278,079
-96,687
-26% -$8.92M 1.51% 6
2017
Q2 		$34.3M Buy
374,766
+46,549
+14% +$4.02M 2.06% 4
2017
Q1 		$28.8M Buy
+328,217
New +$29M 1.35% 11

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

Achmea Investment Management's JPM Position: Q2 2026 in Review

Achmea Investment Management reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $14M and leaving 332,824 shares worth $109M. The position accounts for 2.73% of the portfolio, ranked #7.

Achmea Investment Management first reported a position in JPM in Q1 2017 and has held it in 38 quarters since. The position peaked at $141M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Achmea Investment Management held 332,824 shares of JPMorgan Chase worth $109M as of Q2 2026.
  • Achmea Investment Management sold 45,147 JPMorgan Chase shares in Q2 2026, an estimated $14M.
  • JPMorgan Chase made up 2.73% of Achmea Investment Management's portfolio in Q2 2026, its #7 holding.
  • Achmea Investment Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 38 quarters since.
  • Achmea Investment Management's JPMorgan Chase position peaked at $141M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Achmea Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.