American Investment Services’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 | $677K | Hold |
2,302
| – | – | 0.15% | 80 |
|
|
2025
Q4 | $742K | Sell |
2,302
-535
| -19% | -$166K | 0.17% | 74 |
|
|
2025
Q3 | $895K | Hold |
2,837
| – | – | 0.22% | 69 |
|
|
2025
Q2 | $822K | Sell |
2,837
-8,084
| -74% | -$2.06M | 0.21% | 71 |
|
|
2025
Q1 | $2.68M | Buy |
10,921
+37
| +0.3% | +$9.43K | 0.47% | 50 |
|
|
2024
Q4 | $2.61M | Sell |
10,884
-661
| -6% | -$154K | 0.46% | 51 |
|
|
2024
Q3 | $2.43M | Buy |
11,545
+294
| +3% | +$61.9K | 0.41% | 53 |
|
|
2024
Q2 | $2.28M | Sell |
11,251
-114
| -1% | -$22.3K | 0.4% | 52 |
|
|
2024
Q1 | $2.28M | Buy |
11,365
+603
| +6% | +$109K | 0.4% | 52 |
|
|
2023
Q4 | $1.83M | Sell |
10,762
-216
| -2% | -$32.7K | 0.35% | 59 |
|
|
2023
Q3 | $1.59M | Sell |
10,978
-738
| -6% | -$111K | 0.34% | 57 |
|
|
2023
Q2 | $1.7M | Sell |
11,716
-16,292
| -58% | -$2.24M | 0.35% | 59 |
|
|
2023
Q1 | $3.76M | Hold |
28,008
| – | – | 0.77% | 34 |
|
|
2022
Q4 | $3.76M | Buy |
28,008
+6,423
| +30% | +$814K | 0.77% | 34 |
|
|
2022
Q3 | $2.26M | Buy |
21,585
+18,573
| +617% | +$2.13M | 0.54% | 41 |
|
|
2022
Q2 | $339K | Hold |
3,012
| – | – | 0.08% | 98 |
|
|
2022
Q1 | $411K | Hold |
3,012
| – | – | 0.09% | 90 |
|
|
2021
Q4 | $477K | Hold |
3,012
| – | – | 0.1% | 86 |
|
|
2021
Q3 | $493K | Buy |
3,012
+18
| +0.6% | +$2.82K | 0.11% | 84 |
|
|
2021
Q2 | $466K | Buy |
2,994
+58
| +2% | +$9.11K | 0.11% | 87 |
|
|
2021
Q1 | $447K | Hold |
2,936
| – | – | 0.12% | 84 |
|
|
2020
Q4 | $373K | Hold |
2,936
| – | – | 0.11% | 91 |
|
|
2020
Q3 | $283K | Hold |
2,936
| – | – | 0.1% | 120 |
|
|
2020
Q2 | $276K | Sell |
2,936
-515
| -15% | -$48.9K | 0.1% | 116 |
|
|
2020
Q1 | $311K | Sell |
3,451
-517
| -13% | -$62.8K | 0.12% | 111 |
|
|
2019
Q4 | $553K | Buy |
3,968
+64
| +2% | +$8.21K | 0.17% | 94 |
|
|
2019
Q3 | $460K | Hold |
3,904
| – | – | 0.14% | 97 |
|
|
2019
Q2 | $437K | Hold |
3,904
| – | – | 0.14% | 94 |
|
|
2019
Q1 | $395K | Sell |
3,904
-81
| -2% | -$8.35K | 0.13% | 98 |
|
|
2018
Q4 | $389K | Sell |
3,985
-334
| -8% | -$35.6K | 0.14% | 89 |
|
|
2018
Q3 | $487K | Hold |
4,319
| – | – | 0.16% | 76 |
|
|
2018
Q2 | $450K | Hold |
4,319
| – | – | 0.16% | 78 |
|
|
2018
Q1 | $475K | Buy |
4,319
+596
| +16% | +$67.5K | 0.17% | 76 |
|
|
2017
Q4 | $398K | Hold |
3,723
| – | – | 0.15% | 78 |
|
|
2017
Q3 | $356K | Buy |
3,723
+660
| +22% | +$60.9K | 0.14% | 82 |
|
|
2017
Q2 | $280K | Buy |
+3,063
| New | +$264K | 0.11% | 87 |
|
|
2017
Q1 | – | Sell |
-3,063
| Closed | -$264K | – | 107 |
|
|
2016
Q4 | $264K | Buy |
+3,063
| New | +$234K | 0.11% | 92 |
|
Other funds holding JPM
VCM
VPM
American Investment Services's JPM Position: Q1 2026 in Review
American Investment Services held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,302 shares worth $677K. The position accounts for 0.15% of the portfolio, ranked #80.
American Investment Services first reported a position in JPM in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.76M in Q1 2023. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- American Investment Services held 2,302 shares of JPMorgan Chase worth $677K as of Q1 2026.
- American Investment Services left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 0.15% of American Investment Services's portfolio in Q1 2026, its #80 holding.
- American Investment Services first reported a position in JPMorgan Chase in Q4 2016 and has held it in 37 quarters since.
- American Investment Services's JPMorgan Chase position peaked at $3.76M in Q1 2023.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.