Advisors Management Group
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Advisors Management Group’s JPMorgan Chase JPM Stock Holding History

Advisors Management Group’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 		$4.88M Sell
14,753
-34
-0.2% -$11.9K 0.83% 34
2026
Q2 		$4.84M Sell
14,787
-144
-1% -$44.7K 0.8% 34
2026
Q1 		$4.39M Sell
14,931
-3,042
-17% -$923K 0.8% 33
2025
Q4 		$5.79M Sell
17,973
-4,074
-18% -$1.26M 1.05% 26
2025
Q3 		$6.95M Sell
22,047
-66
-0.3% -$19.6K 1.22% 23
2025
Q2 		$6.41M Sell
22,113
-375
-2% -$95.7K 1.21% 22
2025
Q1 		$5.52M Sell
22,488
-107
-0.5% -$27.3K 1.2% 22
2024
Q4 		$5.42M Sell
22,595
-383
-2% -$89.2K 1.28% 26
2024
Q3 		$4.84M Buy
22,978
+100
+0.4% +$21.1K 1.14% 31
2024
Q2 		$4.63M Buy
22,878
+1,094
+5% +$214K 1.16% 32
2024
Q1 		$4.36M Sell
21,784
-1,181
-5% -$213K 1.08% 32
2023
Q4 		$3.91M Buy
22,965
+262
+1% +$39.7K 1.06% 33
2023
Q3 		$3.29M Sell
22,703
-91
-0.4% -$13.6K 0.99% 35
2023
Q2 		$3.32M Buy
22,794
+171
+0.8% +$23.5K 0.99% 36
2023
Q1 		$2.95M Buy
22,623
+1,007
+5% +$138K 0.94% 37
2022
Q4 		$2.9M Buy
21,616
+338
+2% +$42.8K 1.09% 34
2022
Q3 		$2.22M Buy
21,278
+398
+2% +$45.7K 0.88% 38
2022
Q2 		$2.35M Buy
20,880
+177
+0.9% +$21.9K 0.82% 42
2022
Q1 		$2.82M Buy
20,703
+54
+0.3% +$7.97K 0.95% 39
2021
Q4 		$3.27M Sell
20,649
-205
-1% -$33.7K 0.98% 37
2021
Q3 		$3.41M Buy
20,854
+142
+0.7% +$22.3K 1.06% 32
2021
Q2 		$3.22M Sell
20,712
-8
-0% -$1.26K 0.96% 38
2021
Q1 		$3.15M Sell
20,720
-229
-1% -$32.9K 0.99% 38
2020
Q4 		$2.66M Buy
20,949
+262
+1% +$29.3K 1.09% 34
2020
Q3 		$1.99M Buy
20,687
+119
+0.6% +$11.7K 0.83% 40
2020
Q2 		$1.94M Sell
20,568
-590
-3% -$56K 0.86% 41
2020
Q1 		$1.9M Buy
21,158
+19,575
+1,237% +$2.38M 0.91% 38
2019
Q4 		$221K Buy
+1,583
New +$203K 0.09% 87

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Advisors Management Group's JPM Position: Q3 2026 in Review

Advisors Management Group reduced its JPMorgan Chase (JPM) stake by 0.23% in Q3 2026, selling an estimated $11.9K and leaving 14,753 shares worth $4.88M. The position accounts for 0.83% of the portfolio, ranked #34.

Advisors Management Group first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.95M in Q3 2025. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Advisors Management Group held 14,753 shares of JPMorgan Chase worth $4.88M as of Q3 2026.
  • Advisors Management Group sold 34 JPMorgan Chase shares in Q3 2026, an estimated $11.9K.
  • JPMorgan Chase made up 0.83% of Advisors Management Group's portfolio in Q3 2026, its #34 holding.
  • Advisors Management Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Advisors Management Group's JPMorgan Chase position peaked at $6.95M in Q3 2025.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Advisors Management Group's 13F filing for Q3 2026, filed 5 Nov 2026.