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AGF Management’s JPMorgan Chase JPM Stock Holding History

AGF 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 		$140M Sell
477,180
-54,578
-10% -$16.6M 0.63% 48
2025
Q4 		$171M Sell
531,758
-7,009
-1% -$2.17M 0.74% 34
2025
Q3 		$170M Sell
538,767
-60,627
-10% -$18M 0.75% 32
2025
Q2 		$174M Buy
599,394
+16,167
+3% +$4.13M 0.79% 36
2025
Q1 		$143M Sell
583,227
-21,250
-4% -$5.42M 0.76% 38
2024
Q4 		$145M Buy
604,477
+51,042
+9% +$11.9M 0.72% 41
2024
Q3 		$117M Sell
553,435
-10,787
-2% -$2.27M 0.59% 48
2024
Q2 		$114M Sell
564,222
-16,432
-3% -$3.21M 0.63% 48
2024
Q1 		$116M Sell
580,654
-18,759
-3% -$3.38M 0.64% 44
2023
Q4 		$102M Sell
599,413
-3,899
-0.6% -$591K 0.6% 53
2023
Q3 		$87.5M Sell
603,312
-4,599
-0.8% -$689K 0.62% 54
2023
Q2 		$88.4M Sell
607,911
-61,401
-9% -$8.45M 0.64% 55
2023
Q1 		$87.2M Sell
669,312
-75,579
-10% -$10.4M 0.6% 52
2022
Q4 		$99.9M Buy
+744,891
New +$94.4M 0.73% 38

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

AGF Management's JPM Position: Q1 2026 in Review

AGF Management reduced its JPMorgan Chase (JPM) stake by 10% in Q1 2026, selling an estimated $16.6M and leaving 477,180 shares worth $140M. The position accounts for 0.63% of the portfolio, ranked #48.

AGF Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $174M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • AGF Management held 477,180 shares of JPMorgan Chase worth $140M as of Q1 2026.
  • AGF Management sold 54,578 JPMorgan Chase shares in Q1 2026, an estimated $16.6M.
  • JPMorgan Chase made up 0.63% of AGF Management's portfolio in Q1 2026, its #48 holding.
  • AGF Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's JPMorgan Chase position peaked at $174M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.