AFG Fiduciary Services’s JPMorgan Chase JPM Stock Holding History

AFG Fiduciary Services’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 Q2	$322K	Sell	962 -30	-3%	-$9.32K	0.25%	49
2026 Q1	$293K	Sell	992 -53	-5%	-$16.1K	0.17%	72
2025 Q4	$340K	Sell	1,045 -65	-6%	-$20.1K	0.2%	67
2025 Q3	$345K	Hold	1,110	–	–	0.2%	66
2025 Q2	$322K	Hold	1,110	–	–	0.21%	63
2025 Q1	$260K	Sell	1,110 -20	-2%	-$5.1K	0.19%	64
2024 Q4	$285K	Hold	1,130	–	–	0.2%	60
2024 Q3	$251K	Sell	1,130 -10	-0.9%	-$2.11K	0.17%	60
2024 Q2	$240K	Hold	1,140	–	–	0.17%	62
2024 Q1	$225K	Sell	1,140 -52	-4%	-$9.38K	0.17%	69
2023 Q4	$205K	Buy	+1,192	New	+$181K	0.17%	72
2022 Q2	–	Sell	-1,627	Closed	-$222K	–	92
2022 Q1	$222K	Sell	1,627 -20	-1%	-$2.95K	0.16%	77
2021 Q4	$261K	Buy	+1,647	New	+$270K	0.18%	64

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AFG Fiduciary Services's JPM Position: Q2 2026 in Review

AFG Fiduciary Services reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $9.32K and leaving 962 shares worth $322K. The position accounts for 0.25% of the portfolio, ranked #49.

AFG Fiduciary Services first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. The position peaked at $345K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

AFG Fiduciary Services held 962 shares of JPMorgan Chase worth $322K as of Q2 2026.
AFG Fiduciary Services sold 30 JPMorgan Chase shares in Q2 2026, an estimated $9.32K.
JPMorgan Chase made up 0.25% of AFG Fiduciary Services's portfolio in Q2 2026, its #49 holding.
AFG Fiduciary Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
AFG Fiduciary Services's JPMorgan Chase position peaked at $345K in Q3 2025.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.