AmeriFlex Group’s JPMorgan Chase JPM Stock Holding History

AmeriFlex Group’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	$1.06M	Buy	3,245 +59	+2%	+$18.3K	0.43%	46
2026 Q1	$937K	Sell	3,186 -295	-8%	-$89.5K	0.47%	43
2025 Q4	$1.12M	Sell	3,481 -2,825	-45%	-$875K	0.58%	30
2025 Q3	$1.99M	Buy	6,306 +686	+12%	+$204K	0.75%	24
2025 Q2	$1.62M	Sell	5,620 -1,879	-25%	-$479K	0.85%	23
2025 Q1	$1.84M	Buy	7,499 +2,591	+53%	+$661K	0.75%	25
2024 Q4	$1.31M	Buy	+4,908	New	+$1.14M	0.6%	37

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

AmeriFlex Group's JPM Position: Q2 2026 in Review

AmeriFlex Group increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $18.3K and bringing the position to 3,245 shares worth $1.06M. The position accounts for 0.43% of the portfolio, ranked #46.

AmeriFlex Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

AmeriFlex Group held 3,245 shares of JPMorgan Chase worth $1.06M as of Q2 2026.
AmeriFlex Group bought 59 JPMorgan Chase shares in Q2 2026, an estimated $18.3K.
JPMorgan Chase made up 0.43% of AmeriFlex Group's portfolio in Q2 2026, its #46 holding.
AmeriFlex Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's JPMorgan Chase position peaked at $1.99M in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.