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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
2021
Q4 		– Sell
-3,000
Closed -$1K – 1743
2021
Q3 		$1K Sell
3,000
-80
-3% -$12.5K ﹤0.01% 1610
2021
Q2 		$9K Buy
+3,080
New +$484K ﹤0.01% 1562

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AE Wealth Management's JPM Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan Chase (JPM) stake by 8.7% in Q2 2026, buying an estimated $12.5M and bringing the position to 504,021 shares worth $165M. The position accounts for 0.77% of the portfolio, ranked #21.

AE Wealth Management first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $166M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AE Wealth Management held 504,021 shares of JPMorgan Chase worth $165M as of Q2 2026.
  • AE Wealth Management bought 40,209 JPMorgan Chase shares in Q2 2026, an estimated $12.5M.
  • JPMorgan Chase made up 0.77% of AE Wealth Management's portfolio in Q2 2026, its #21 holding.
  • AE Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's JPMorgan Chase position peaked at $166M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.