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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
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 		$3.31M 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 		$1.91M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisors Management Group's JPM Position: Q1 2026 in Review

Advisors Management Group reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2026, selling an estimated $923K and leaving 14,931 shares worth $4.39M. The position accounts for 0.8% of the portfolio, ranked #33.

Advisors Management Group first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.95M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Advisors Management Group held 14,931 shares of JPMorgan Chase worth $4.39M as of Q1 2026.
  • Advisors Management Group sold 3,042 JPMorgan Chase shares in Q1 2026, an estimated $923K.
  • JPMorgan Chase made up 0.8% of Advisors Management Group's portfolio in Q1 2026, its #33 holding.
  • Advisors Management Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Advisors Management Group's JPMorgan Chase position peaked at $6.95M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.