Ameritas Advisory Services’s JPMorgan Chase JPM Stock Holding History

Ameritas Advisory Services’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	$16.3M	Buy	49,825 +16,259	+48%	+$5.05M	0.33%	76
2026 Q1	$9.87M	Sell	33,566 -867	-3%	-$263K	0.38%	63
2025 Q4	$11.1M	Buy	34,433 +10,497	+44%	+$3.25M	0.41%	58
2025 Q3	$7.55M	Buy	23,936 +4,758	+25%	+$1.42M	0.49%	47
2025 Q2	$5.56M	Sell	19,178 -15,597	-45%	-$3.98M	0.29%	69
2025 Q1	$8.45M	Sell	34,775 -9,733	-22%	-$2.48M	0.34%	54
2024 Q4	$10.7M	Buy	44,508 +10,107	+29%	+$2.35M	0.37%	53
2024 Q3	$7.25M	Sell	34,401 -12,875	-27%	-$2.71M	0.31%	70
2024 Q2	$9.56M	Sell	47,276 -418	-0.9%	-$81.7K	0.36%	55
2024 Q1	$9.31M	Buy	47,694 +15,309	+47%	+$2.76M	0.38%	54
2023 Q4	$5.6M	Sell	32,385 -12,525	-28%	-$1.9M	0.31%	74
2023 Q3	$6.54M	Buy	44,910 +21,457	+91%	+$3.22M	0.33%	57
2023 Q2	$3.39M	Sell	23,453 -11,343	-33%	-$1.56M	0.44%	47
2023 Q1	$4.74M	Sell	34,796 -6,831	-16%	-$936K	0.24%	85
2022 Q4	$5.58M	Buy	41,627 +10,289	+33%	+$1.3M	0.26%	92
2022 Q3	$3.27M	Buy	31,338 +590	+2%	+$67.7K	0.2%	111
2022 Q2	$3.46M	Buy	30,748 +1,755	+6%	+$217K	0.2%	111
2022 Q1	$3.95M	Buy	28,993 +812	+3%	+$120K	0.14%	116
2021 Q4	$4.46M	Buy	+28,181	New	+$4.63M	0.16%	104

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

Ameritas Advisory Services's JPM Position: Q2 2026 in Review

Ameritas Advisory Services increased its JPMorgan Chase (JPM) stake by 48% in Q2 2026, buying an estimated $5.05M and bringing the position to 49,825 shares worth $16.3M. The position accounts for 0.33% of the portfolio, ranked #76.

Ameritas Advisory Services first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ameritas Advisory Services held 49,825 shares of JPMorgan Chase worth $16.3M as of Q2 2026.
Ameritas Advisory Services bought 16,259 JPMorgan Chase shares in Q2 2026, an estimated $5.05M.
JPMorgan Chase made up 0.33% of Ameritas Advisory Services's portfolio in Q2 2026, its #76 holding.
Ameritas Advisory Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.