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AE Wealth Management’s JPMorgan Chase JPM Stock Holding History

AE Wealth 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
Q1 		$136M Sell
463,812
-52,795
-10% -$16M 0.74% 20
2025
Q4 		$166M Buy
516,607
+38,562
+8% +$11.9M 0.96% 16
2025
Q3 		$151M Buy
478,045
+49,861
+12% +$14.8M 0.96% 15
2025
Q2 		$124M Buy
428,184
+30,821
+8% +$7.87M 0.91% 17
2025
Q1 		$97.5M Buy
397,363
+16,541
+4% +$4.22M 0.82% 20
2024
Q4 		$91.3M Buy
380,822
+29,624
+8% +$6.9M 0.77% 22
2024
Q3 		$74.1M Sell
351,198
-88,201
-20% -$18.6M 0.67% 29
2024
Q2 		$88.9M Buy
439,399
+74,706
+20% +$14.6M 0.89% 14
2024
Q1 		$73M Sell
364,693
-232,890
-39% -$42M 0.83% 18
2023
Q4 		$103M Buy
597,583
+134,025
+29% +$20.3M 0.53% 26
2023
Q3 		$67.2M Buy
463,558
+30,092
+7% +$4.51M 0.4% 41
2023
Q2 		$63M Buy
433,466
+83,985
+24% +$11.6M 0.38% 39
2023
Q1 		$45.5M Buy
349,481
+12,413
+4% +$1.7M 0.29% 61
2022
Q4 		$45.2M Buy
337,068
+29,298
+10% +$3.71M 0.33% 56
2022
Q3 		$32.2M Buy
307,770
+88,824
+41% +$10.2M 0.26% 83
2022
Q2 		$24.7M Buy
218,946
+17,672
+9% +$2.19M 0.2% 126
2022
Q1 		$27.4M Sell
201,274
-8,395
-4% -$1.24M 0.19% 116
2021
Q4 		$33.2M Sell
209,669
-17,429
-8% -$2.86M 0.23% 99
2021
Q3 		$37.2M Buy
227,098
+15,289
+7% +$2.4M 0.31% 69
2021
Q2 		$32.9M Buy
211,809
+35,866
+20% +$5.63M 0.29% 78
2021
Q1 		$26.8M Buy
175,943
+13,457
+8% +$1.94M 0.27% 88
2020
Q4 		$20.6M Buy
162,486
+2,684
+2% +$300K 0.23% 99
2020
Q3 		$15.4M Buy
159,802
+6,014
+4% +$591K 0.22% 102
2020
Q2 		$14.5M Buy
153,788
+11,816
+8% +$1.12M 0.22% 106
2020
Q1 		$12.8M Buy
141,972
+17,945
+14% +$2.18M 0.29% 72
2019
Q4 		$17.3M Buy
124,027
+7,497
+6% +$962K 0.38% 57
2019
Q3 		$13.7M Buy
116,530
+6,667
+6% +$754K 0.4% 51
2019
Q2 		$12.3M Buy
109,863
+64,463
+142% +$7.11M 0.37% 55
2019
Q1 		$4.6M Buy
45,400
+7,046
+18% +$726K 0.32% 68
2018
Q4 		$3.74M Buy
38,354
+67
+0.2% +$7.14K 0.64% 37
2018
Q3 		$4.32M Buy
38,287
+9,559
+33% +$1.09M 0.24% 76
2018
Q2 		$2.99M Sell
28,728
-577
-2% -$63.3K 0.2% 72
2018
Q1 		$3.22M Buy
29,305
+4,400
+18% +$498K 0.25% 64
2017
Q4 		$2.66M Buy
24,905
+388
+2% +$39.3K 0.24% 74
2017
Q3 		$2.34M Buy
24,517
+8,874
+57% +$818K 0.22% 73
2017
Q2 		$1.43M Buy
15,643
+6,339
+68% +$547K 0.17% 107
2017
Q1 		$817K Buy
9,304
+5,625
+153% +$496K 0.15% 133
2016
Q4 		$317K Buy
+3,679
New +$281K 0.13% 147

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

AE Wealth Management's JPM Position: Q1 2026 in Review

AE Wealth Management reduced its JPMorgan Chase (JPM) stake by 10% in Q1 2026, selling an estimated $16M and leaving 463,812 shares worth $136M. The position accounts for 0.74% of the portfolio, ranked #20.

AE Wealth Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $166M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • AE Wealth Management held 463,812 shares of JPMorgan Chase worth $136M as of Q1 2026.
  • AE Wealth Management sold 52,795 JPMorgan Chase shares in Q1 2026, an estimated $16M.
  • JPMorgan Chase made up 0.74% of AE Wealth Management's portfolio in Q1 2026, its #20 holding.
  • AE Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's JPMorgan Chase position peaked at $166M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.