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 Q2	$1.73M	Sell	5,290 -1,807	-25%	-$561K	0.47%	53
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aigen Investment Management's JPM Position: Q2 2026 in Review

Aigen Investment Management reduced its JPMorgan Chase (JPM) stake by 25% in Q2 2026, selling an estimated $561K and leaving 5,290 shares worth $1.73M. The position accounts for 0.47% of the portfolio, ranked #53.

Aigen Investment Management first reported a position in JPM in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.73M in Q2 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Aigen Investment Management held 5,290 shares of JPMorgan Chase worth $1.73M as of Q2 2026.
Aigen Investment Management sold 1,807 JPMorgan Chase shares in Q2 2026, an estimated $561K.
JPMorgan Chase made up 0.47% of Aigen Investment Management's portfolio in Q2 2026, its #53 holding.
Aigen Investment Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 8 quarters since.
Aigen Investment Management's JPMorgan Chase position peaked at $3.73M in Q2 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.