Advisors Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.5M | Buy |
76,505
+593
| +0.8% | +$180K | 0.37% | 41 |
|
|
2025
Q4 | $24.5M | Buy |
75,912
+4,494
| +6% | +$1.39M | 0.41% | 32 |
|
|
2025
Q3 | $22.5M | Buy |
71,418
+1,980
| +3% | +$589K | 0.38% | 34 |
|
|
2025
Q2 | $20.1M | Sell |
69,438
-6,541
| -9% | -$1.67M | 0.36% | 37 |
|
|
2025
Q1 | $18.6M | Sell |
75,979
-1,559
| -2% | -$397K | 0.35% | 40 |
|
|
2024
Q4 | $18.6M | Buy |
77,538
+720
| +0.9% | +$168K | 0.34% | 47 |
|
|
2024
Q3 | $16.2M | Sell |
76,818
-1,780
| -2% | -$375K | 0.3% | 53 |
|
|
2024
Q2 | $15.9M | Sell |
78,598
-1,347
| -2% | -$263K | 0.31% | 53 |
|
|
2024
Q1 | $16M | Sell |
79,945
-26,363
| -25% | -$4.76M | 0.31% | 54 |
|
|
2023
Q4 | $18.1M | Sell |
106,308
-52,904
| -33% | -$8.02M | 0.37% | 48 |
|
|
2023
Q3 | $23.1M | Sell |
159,212
-40,508
| -20% | -$6.07M | 0.5% | 32 |
|
|
2023
Q2 | $29M | Sell |
199,720
-50,488
| -20% | -$6.94M | 0.59% | 21 |
|
|
2023
Q1 | $32.6M | Sell |
250,208
-31,243
| -11% | -$4.28M | 0.66% | 20 |
|
|
2022
Q4 | $37.7M | Sell |
281,451
-23,621
| -8% | -$2.99M | 0.78% | 16 |
|
|
2022
Q3 | $31.9M | Buy |
305,072
+12,746
| +4% | +$1.46M | 0.67% | 18 |
|
|
2022
Q2 | $32.9M | Sell |
292,326
-2,619
| -0.9% | -$324K | 0.62% | 22 |
|
|
2022
Q1 | $40.2M | Sell |
294,945
-33,078
| -10% | -$4.88M | 0.62% | 23 |
|
|
2021
Q4 | $51.9M | Sell |
328,023
-36,065
| -10% | -$5.92M | 0.74% | 16 |
|
|
2021
Q3 | $59.6M | Sell |
364,088
-46,395
| -11% | -$7.27M | 0.91% | 11 |
|
|
2021
Q2 | $63.8M | Sell |
410,483
-13,236
| -3% | -$2.08M | 0.94% | 11 |
|
|
2021
Q1 | $64.5M | Sell |
423,719
-9,518
| -2% | -$1.37M | 1% | 11 |
|
|
2020
Q4 | $55.1M | Buy |
433,237
+36,415
| +9% | +$4.07M | 0.91% | 11 |
|
|
2020
Q3 | $38.2M | Buy |
396,822
+20,715
| +6% | +$2.03M | 0.71% | 19 |
|
|
2020
Q2 | $35.4M | Sell |
376,107
-16,234
| -4% | -$1.54M | 0.69% | 20 |
|
|
2020
Q1 | $35.3M | Sell |
392,341
-55,480
| -12% | -$6.74M | 0.84% | 19 |
|
|
2019
Q4 | $62.4M | Buy |
447,821
+15,114
| +3% | +$1.94M | 1.09% | 8 |
|
|
2019
Q3 | $50.9M | Buy |
432,707
+9,789
| +2% | +$1.11M | 0.94% | 9 |
|
|
2019
Q2 | $47.3M | Buy |
422,918
+12,434
| +3% | +$1.37M | 0.85% | 10 |
|
|
2019
Q1 | $41.6M | Buy |
410,484
+56,130
| +16% | +$5.78M | 0.74% | 14 |
|
|
2018
Q4 | $34.6M | Buy |
354,354
+51,302
| +17% | +$5.47M | 0.7% | 15 |
|
|
2018
Q3 | $34.2M | Buy |
303,052
+6,794
| +2% | +$771K | 0.56% | 17 |
|
|
2018
Q2 | $30.9M | Buy |
296,258
+12,538
| +4% | +$1.38M | 0.52% | 19 |
|
|
2018
Q1 | $32.7M | Buy |
283,720
+3,208
| +1% | +$363K | 0.55% | 22 |
|
|
2017
Q4 | $30M | Sell |
280,512
-7,414
| -3% | -$751K | 0.49% | 26 |
|
|
2017
Q3 | $27.5M | Sell |
287,926
-10,615
| -4% | -$979K | 0.46% | 31 |
|
|
2017
Q2 | $27.3M | Buy |
298,541
+9,738
| +3% | +$840K | 0.46% | 33 |
|
|
2017
Q1 | $25.4M | Buy |
288,803
+9,338
| +3% | +$824K | 0.43% | 39 |
|
|
2016
Q4 | $24.1M | Buy |
279,465
+32,186
| +13% | +$2.45M | 0.4% | 40 |
|
|
2016
Q3 | $16.5M | Buy |
247,279
+35,920
| +17% | +$2.34M | 0.27% | 83 |
|
|
2016
Q2 | $13.1M | Buy |
211,359
+20,891
| +11% | +$1.3M | 0.21% | 118 |
|
|
2016
Q1 | $11.3M | Buy |
190,468
+35,698
| +23% | +$2.08M | 0.19% | 145 |
|
|
2015
Q4 | $10.2M | Buy |
154,770
+35,755
| +30% | +$2.33M | 0.16% | 175 |
|
|
2015
Q3 | $7.26M | Buy |
119,015
+19,444
| +20% | +$1.27M | 0.12% | 255 |
|
|
2015
Q2 | $6.75M | Buy |
99,571
+4,160
| +4% | +$272K | 0.09% | 303 |
|
|
2015
Q1 | $5.78M | Sell |
95,411
-2,008
| -2% | -$119K | 0.08% | 328 |
|
|
2014
Q4 | $6.1M | Sell |
97,419
-3,285
| -3% | -$198K | 0.08% | 295 |
|
|
2014
Q3 | $6.07M | Sell |
100,704
-11,835
| -11% | -$692K | 0.08% | 296 |
|
|
2014
Q2 | $6.48M | Sell |
112,539
-668
| -0.6% | -$37.6K | 0.09% | 277 |
|
|
2014
Q1 | $6.87M | Sell |
113,207
-501
| -0.4% | -$29K | 0.1% | 250 |
|
|
2013
Q4 | $6.65M | Sell |
113,708
-75,691
| -40% | -$4.15M | 0.11% | 248 |
|
|
2013
Q3 | $9.79M | Sell |
189,399
-24,781
| -12% | -$1.33M | 0.17% | 170 |
|
|
2013
Q2 | $11.3M | Buy |
+214,180
| New | +$10.9M | 0.21% | 143 |
|
Other funds holding JPM
VCM
VPM
Advisors Asset Management's JPM Position: Q1 2026 in Review
Advisors Asset Management increased its JPMorgan Chase (JPM) stake by 0.78% in Q1 2026, buying an estimated $180K and bringing the position to 76,505 shares worth $22.5M. The position accounts for 0.37% of the portfolio, ranked #41.
Advisors Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.5M in Q1 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Advisors Asset Management held 76,505 shares of JPMorgan Chase worth $22.5M as of Q1 2026.
- Advisors Asset Management bought 593 JPMorgan Chase shares in Q1 2026, an estimated $180K.
- JPMorgan Chase made up 0.37% of Advisors Asset Management's portfolio in Q1 2026, its #41 holding.
- Advisors Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's JPMorgan Chase position peaked at $64.5M in Q1 2021.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.