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AM Investment Strategies’s JPMorgan Chase JPM Stock Holding History

AM Investment Strategies’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 		$8.27M Sell
25,257
-745
-3% -$231K 1.59% 17
2026
Q1 		$7.65M Buy
26,002
+15
+0.1% +$4.55K 1.68% 16
2025
Q4 		$8.37M Buy
25,987
+183
+0.7% +$56.7K 1.74% 16
2025
Q3 		$8.14M Buy
25,804
+18
+0.1% +$5.35K 1.77% 16
2025
Q2 		$7.47M Sell
25,786
-274
-1% -$69.9K 1.76% 16
2025
Q1 		$6.39M Buy
26,060
+39
+0.1% +$9.94K 1.55% 15
2024
Q4 		$6.24M Sell
26,021
-167
-0.6% -$38.9K 1.52% 14
2024
Q3 		$5.52M Buy
26,188
+20
+0.1% +$4.21K 1.34% 16
2024
Q2 		$5.29M Buy
26,168
+313
+1% +$61.2K 1.31% 14
2024
Q1 		$5.18M Buy
25,855
+32
+0.1% +$5.77K 1.31% 14
2023
Q4 		$4.39M Buy
25,823
+45
+0.2% +$6.82K 1.24% 17
2023
Q3 		$3.74M Buy
25,778
+23
+0.1% +$3.45K 1.21% 19
2023
Q2 		$3.75M Buy
25,755
+82
+0.3% +$11.3K 1.17% 18
2023
Q1 		$3.35M Sell
25,673
-2
-0% -$274 1.14% 19
2022
Q4 		$3.44M Sell
25,675
-399
-2% -$50.6K 1.23% 19
2022
Q3 		$2.73M Sell
26,074
-68
-0.3% -$7.8K 1% 20
2022
Q2 		$2.94M Buy
26,142
+27
+0.1% +$3.35K 1.03% 22
2022
Q1 		$3.56M Buy
26,115
+393
+2% +$58K 0.94% 20
2021
Q4 		$4.07M Buy
25,722
+162
+0.6% +$26.6K 0.98% 20
2021
Q3 		$4.18M Buy
25,560
+18
+0.1% +$2.82K 1.1% 17
2021
Q2 		$3.97M Sell
25,542
-731
-3% -$115K 1.02% 19
2021
Q1 		$4M Buy
26,273
+36
+0.1% +$5.18K 1.11% 18
2020
Q4 		$3.33M Buy
26,237
+656
+3% +$73.3K 1.03% 18
2020
Q3 		$2.46M Buy
+25,581
New +$2.51M 0.87% 25

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

AM Investment Strategies's JPM Position: Q2 2026 in Review

AM Investment Strategies reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $231K and leaving 25,257 shares worth $8.27M. The position accounts for 1.59% of the portfolio, ranked #17.

AM Investment Strategies first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.37M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AM Investment Strategies held 25,257 shares of JPMorgan Chase worth $8.27M as of Q2 2026.
  • AM Investment Strategies sold 745 JPMorgan Chase shares in Q2 2026, an estimated $231K.
  • JPMorgan Chase made up 1.59% of AM Investment Strategies's portfolio in Q2 2026, its #17 holding.
  • AM Investment Strategies first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's JPMorgan Chase position peaked at $8.37M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.