Aigen Investment Management’s JPMorgan Chase JPM Stock Holding History

Aigen 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
2026 Q1	$2.09M	Buy	+7,097	New	+$2.15M	0.54%	45
2025 Q3	–	Sell	-12,854	Closed	-$3.73M	–	939
2025 Q2	$3.73M	Buy	12,854 +4,106	+47%	+$1.05M	0.51%	26
2025 Q1	$2.15M	Buy	+8,748	New	+$2.23M	0.34%	72
2024 Q1	–	Sell	-1,178	Closed	-$200K	–	856
2023 Q4	$200K	Sell	1,178 -10,809	-90%	-$1.64M	0.04%	666
2023 Q3	$1.74M	Buy	+11,987	New	+$1.8M	0.33%	57
2022 Q1	–	Sell	-15,772	Closed	-$2.52M	–	821
2021 Q4	$2.52M	Buy	+15,772	New	+$2.59M	0.15%	173
2021 Q2	–	Sell	-11,216	Closed	-$1.71M	–	605
2021 Q1	$1.71M	Buy	+11,216	New	+$1.61M	0.23%	110

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aigen Investment Management's JPM Position: Q1 2026 in Review

Aigen Investment Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 7,097 shares worth $2.09M. The stake represents 0.54% of the portfolio and ranks #45 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in JPM as recently as Q2 2025.

Aigen Investment Management first reported a position in JPM in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.73M in Q2 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Aigen Investment Management held 7,097 shares of JPMorgan Chase worth $2.09M as of Q1 2026.
JPMorgan Chase was a new Aigen Investment Management position in Q1 2026.
JPMorgan Chase made up 0.54% of Aigen Investment Management's portfolio in Q1 2026, its #45 holding.
Aigen Investment Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 7 quarters since.
Aigen Investment Management's JPMorgan Chase position peaked at $3.73M in Q2 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.