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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
Q2 		$148M Sell
452,551
-24,629
-5% -$7.65M 0.57% 49
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 $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

AGF Management's JPM Position: Q2 2026 in Review

AGF Management reduced its JPMorgan Chase (JPM) stake by 5.2% in Q2 2026, selling an estimated $7.65M and leaving 452,551 shares worth $148M. The position accounts for 0.57% of the portfolio, ranked #49.

AGF Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $174M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AGF Management held 452,551 shares of JPMorgan Chase worth $148M as of Q2 2026.
  • AGF Management sold 24,629 JPMorgan Chase shares in Q2 2026, an estimated $7.65M.
  • JPMorgan Chase made up 0.57% of AGF Management's portfolio in Q2 2026, its #49 holding.
  • AGF Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's JPMorgan Chase position peaked at $174M in Q2 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.