American Institute for Advanced Investment Management’s JPMorgan Chase JPM Stock Holding History

American Institute for Advanced 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	$548K	Hold	1,675	–	–	0.32%	89
2026 Q1	$493K	Hold	1,675	–	–	0.32%	86
2025 Q4	$533K	Buy	1,675 +37	+2%	+$11.5K	0.34%	78
2025 Q3	$517K	Hold	1,638	–	–	0.34%	79
2025 Q2	$475K	Hold	1,638	–	–	0.34%	81
2025 Q1	$402K	Buy	1,638 +300	+22%	+$76.5K	0.31%	87
2024 Q4	$321K	Sell	1,338 -443	-25%	-$103K	0.24%	101
2024 Q3	$376K	Hold	1,781	–	–	0.27%	95
2024 Q2	$360K	Hold	1,781	–	–	0.28%	93
2024 Q1	$357K	Buy	1,781 +398	+29%	+$71.8K	0.28%	93
2023 Q4	$235K	Sell	1,383 -145	-9%	-$22K	0.21%	106
2023 Q3	$265K	Sell	1,528 -15	-1%	-$2.25K	0.25%	98
2023 Q2	$224K	Buy	+1,543	New	+$212K	0.2%	109
2023 Q1	–	Sell	-1,578	Closed	-$212K	–	108
2022 Q4	$212K	Buy	+1,578	New	+$200K	0.19%	101
2022 Q2	–	Sell	-1,555	Closed	-$212K	–	120
2022 Q1	$212K	Buy	+1,555	New	+$230K	0.15%	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 $3.37T AUM 44.26% 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

American Institute for Advanced Investment Management's JPM Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,675 shares worth $548K. The position accounts for 0.32% of the portfolio, ranked #89.

American Institute for Advanced Investment Management first reported a position in JPM in Q1 2022 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

American Institute for Advanced Investment Management held 1,675 shares of JPMorgan Chase worth $548K as of Q2 2026.
American Institute for Advanced Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.32% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #89 holding.
American Institute for Advanced Investment Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 15 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.