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AHL Investment Management’s JPMorgan Chase JPM Stock Holding History

AHL Investment 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
2025
Q3 		$7.73M Sell
24,496
-4,713
-16% -$1.4M 5.28% 3
2025
Q2 		$8.47M Sell
29,209
-2,427
-8% -$619K 5.65% 2
2025
Q1 		$7.76M Sell
31,636
-90
-0.3% -$22.9K 5.35% 3
2024
Q4 		$7.61M Sell
31,726
-572
-2% -$133K 5.32% 2
2024
Q3 		$6.81M Sell
32,298
-90
-0.3% -$19K 4.7% 4
2024
Q2 		$6.55M Sell
32,388
-412
-1% -$80.5K 4.8% 5
2024
Q1 		$6.57M Sell
32,800
-50
-0.2% -$9.02K 5.04% 4
2023
Q4 		$5.59M Hold
32,850
– – 4.58% 5
2023
Q3 		$4.76M Sell
32,850
-16
-0% -$2.4K 4.24% 6
2023
Q2 		$4.78M Hold
32,866
– – 4.25% 5
2023
Q1 		$4.28M Sell
32,866
-548
-2% -$75.1K 3.95% 6
2022
Q4 		$4.48M Sell
33,414
-265
-0.8% -$33.6K 4.16% 5
2022
Q3 		$3.52M Buy
33,679
+1,120
+3% +$129K 3.62% 10
2022
Q2 		$3.67M Buy
32,559
+14
+0% +$1.74K 3.69% 10
2022
Q1 		$4.44M Buy
32,545
+740
+2% +$109K 4.07% 7
2021
Q4 		$5.04M Buy
+31,805
New +$5.22M 4.6% 5

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AHL Investment Management's JPM Position: Q3 2025 in Review

AHL Investment Management reduced its JPMorgan Chase (JPM) stake by 16% in Q3 2025, selling an estimated $1.4M and leaving 24,496 shares worth $7.73M. The position accounts for 5.28% of the portfolio, ranked #3.

AHL Investment Management first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.47M in Q2 2025. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • AHL Investment Management held 24,496 shares of JPMorgan Chase worth $7.73M as of Q3 2025.
  • AHL Investment Management sold 4,713 JPMorgan Chase shares in Q3 2025, an estimated $1.4M.
  • JPMorgan Chase made up 5.28% of AHL Investment Management's portfolio in Q3 2025, its #3 holding.
  • AHL Investment Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's JPMorgan Chase position peaked at $8.47M in Q2 2025.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.