Amalgamated Bank’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$144M Sell
490,336
-11,718
-2% -$3.56M 1.1% 12
2025
Q4
$162M Sell
502,054
-25,812
-5% -$7.99M 1.17% 12
2025
Q3
$167M Sell
527,866
-13,288
-2% -$3.95M 1.19% 11
2025
Q2
$157M Sell
541,154
-4,126
-0.8% -$1.05M 1.21% 11
2025
Q1
$134M Buy
545,280
+4,458
+0.8% +$1.14M 1.14% 13
2024
Q4
$130M Sell
540,822
-21,689
-4% -$5.05M 1.06% 11
2024
Q3
$119M Sell
562,511
-16,318
-3% -$3.44M 0.98% 12
2024
Q2
$117M Sell
578,829
-18,472
-3% -$3.61M 1% 12
2024
Q1
$120M Sell
597,301
-102,984
-15% -$18.6M 1.02% 11
2023
Q4
$119M Sell
700,285
-34,517
-5% -$5.23M 0.95% 12
2023
Q3
$107M Sell
734,802
-14,107
-2% -$2.11M 0.91% 13
2023
Q2
$109M Sell
748,909
-13,622
-2% -$1.87M 0.88% 15
2023
Q1
$99.4M Sell
762,531
-3,608
-0.5% -$494K 0.85% 14
2022
Q4
$103M Buy
766,139
+12,299
+2% +$1.56M 0.92% 10
2022
Q3
$78.8M Buy
753,840
+11,940
+2% +$1.37M 0.76% 15
2022
Q2
$83.5M Sell
741,900
-4,147
-0.6% -$514K 0.78% 15
2022
Q1
$102M Sell
746,047
-48,576
-6% -$7.17M 0.79% 14
2021
Q4
$126M Sell
794,623
-13,040
-2% -$2.14M 0.93% 13
2021
Q3
$132M Sell
807,663
-40,900
-5% -$6.41M 1.12% 9
2021
Q2
$132M Buy
848,563
+682,684
+412% +$107M 1.06% 8
2021
Q1
$25.3M Sell
165,879
-6,067
-4% -$873K 0.95% 9
2020
Q4
$21.8M Sell
171,946
-394
-0.2% -$44K 0.83% 11
2020
Q3
$16.6M Sell
172,340
-3,572
-2% -$351K 0.72% 17
2020
Q2
$16.5M Sell
175,912
-280,372
-61% -$26.6M 0.77% 15
2020
Q1
$41.1M Sell
456,284
-19,070
-4% -$2.32M 1% 10
2019
Q4
$66.3M Buy
475,354
+25,182
+6% +$3.23M 1.22% 9
2019
Q3
$53M Sell
450,172
-13,888
-3% -$1.57M 1.11% 9
2019
Q2
$51.9M Buy
464,060
+41,637
+10% +$4.59M 1.21% 7
2019
Q1
$42.8M Buy
422,423
+12,369
+3% +$1.27M 1.04% 9
2018
Q4
$40M Sell
410,054
-11,536
-3% -$1.23M 1.13% 9
2018
Q3
$47.6M Sell
421,590
-15,456
-4% -$1.75M 1.18% 9
2018
Q2
$45.5M Buy
437,046
+7,085
+2% +$777K 1.11% 8
2018
Q1
$47.3M Sell
429,961
-5,854
-1% -$663K 1.25% 6
2017
Q4
$46.6M Buy
435,815
+29,758
+7% +$3.01M 1.26% 7
2017
Q3
$38.8M Buy
406,057
+6,944
+2% +$640K 1.21% 7
2017
Q2
$36.5M Buy
399,113
+144,019
+56% +$12.4M 1.2% 7
2017
Q1
$22.4M Buy
255,094
+14,794
+6% +$1.31M 1.12% 6
2016
Q4
$20.7M Buy
240,300
+68,885
+40% +$5.25M 0.94% 10
2016
Q3
$11.4M Buy
171,415
+140
+0.1% +$9.13K 0.66% 21
2016
Q2
$11.2M Buy
171,275
+38,796
+29% +$2.42M 0.65% 23
2016
Q1
$7.84M Buy
132,479
+35,174
+36% +$2.05M 0.76% 16
2015
Q4
$6.42M Sell
97,305
-31,749
-25% -$2.07M 0.79% 12
2015
Q3
$7.87M Buy
129,054
+3,563
+3% +$233K 0.83% 9
2015
Q2
$8.5M Buy
125,491
+5,337
+4% +$348K 0.84% 9
2015
Q1
$7.28M Buy
120,154
+30,542
+34% +$1.81M 0.89% 9
2014
Q4
$5.61M Sell
89,612
-14,889
-14% -$896K 0.88% 11
2014
Q3
$6.29M Buy
104,501
+504
+0.5% +$29.5K 0.94% 12
2014
Q2
$5.99M Buy
103,997
+12,046
+13% +$677K 0.9% 11
2014
Q1
$5.58M Sell
91,951
-1,691
-2% -$97.7K 0.96% 9
2013
Q4
$5.48M Sell
93,642
-955
-1% -$52.3K 0.93% 10
2013
Q3
$4.89M Sell
94,597
-2,241
-2% -$120K 1.57% 11
2013
Q2
$5.11M Buy
+96,838
New +$4.92M 1.87% 10

Other funds holding JPM

Amalgamated Bank's JPM Position: Q1 2026 in Review

Amalgamated Bank reduced its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, selling an estimated $3.56M and leaving 490,336 shares worth $144M. The position accounts for 1.1% of the portfolio, ranked #12.

Amalgamated Bank first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $167M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Amalgamated Bank held 490,336 shares of JPMorgan Chase worth $144M as of Q1 2026.
  • Amalgamated Bank sold 11,718 JPMorgan Chase shares in Q1 2026, an estimated $3.56M.
  • JPMorgan Chase made up 1.1% of Amalgamated Bank's portfolio in Q1 2026, its #12 holding.
  • Amalgamated Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Amalgamated Bank's JPMorgan Chase position peaked at $167M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.