Ameritas Investment Partners’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 | $8.36M | Sell |
28,433
-594
| -2% | -$180K | 0.26% | 63 |
|
|
2025
Q4 | $9.35M | Sell |
29,027
-914
| -3% | -$283K | 0.28% | 50 |
|
|
2025
Q3 | $9.44M | Buy |
29,941
+768
| +3% | +$228K | 0.29% | 48 |
|
|
2025
Q2 | $8.46M | Sell |
29,173
-635
| -2% | -$162K | 0.27% | 54 |
|
|
2025
Q1 | $7.31M | Sell |
29,808
-616
| -2% | -$157K | 0.25% | 57 |
|
|
2024
Q4 | $7.29M | Sell |
30,424
-1,413
| -4% | -$329K | 0.24% | 55 |
|
|
2024
Q3 | $6.71M | Sell |
31,837
-1,884
| -6% | -$397K | 0.22% | 61 |
|
|
2024
Q2 | $6.82M | Sell |
33,721
-952
| -3% | -$186K | 0.23% | 57 |
|
|
2024
Q1 | $6.95M | Sell |
34,673
-1,011
| -3% | -$182K | 0.24% | 54 |
|
|
2023
Q4 | $6.07M | Sell |
35,684
-1,494
| -4% | -$226K | 0.22% | 63 |
|
|
2023
Q3 | $5.39M | Sell |
37,178
-1,562
| -4% | -$234K | 0.22% | 69 |
|
|
2023
Q2 | $5.63M | Sell |
38,740
-1,014
| -3% | -$139K | 0.21% | 66 |
|
|
2023
Q1 | $5.18M | Sell |
39,754
-91
| -0.2% | -$12.5K | 0.21% | 75 |
|
|
2022
Q4 | $5.46M | Sell |
39,845
-509
| -1% | -$64.5K | 0.22% | 71 |
|
|
2022
Q3 | $4.22M | Sell |
40,354
-739
| -2% | -$84.8K | 0.19% | 87 |
|
|
2022
Q2 | $4.63M | Sell |
41,093
-1,464
| -3% | -$181K | 0.2% | 80 |
|
|
2022
Q1 | $5.8M | Sell |
42,557
-1,396
| -3% | -$206K | 0.21% | 70 |
|
|
2021
Q4 | $6.96M | Sell |
43,953
-14,534
| -25% | -$2.39M | 0.23% | 58 |
|
|
2021
Q3 | $9.57M | Sell |
58,487
-2,003
| -3% | -$314K | 0.35% | 35 |
|
|
2021
Q2 | $9.41M | Sell |
60,490
-21,852
| -27% | -$3.43M | 0.34% | 33 |
|
|
2021
Q1 | $11.8M | Sell |
82,342
-2,157
| -3% | -$310K | 0.45% | 24 |
|
|
2020
Q4 | $10.7M | Sell |
84,499
-3,977
| -4% | -$445K | 0.49% | 16 |
|
|
2020
Q3 | $8.52M | Sell |
88,476
-2,919
| -3% | -$287K | 0.39% | 31 |
|
|
2020
Q2 | $8.6M | Sell |
91,395
-2,219
| -2% | -$211K | 0.41% | 31 |
|
|
2020
Q1 | $8.43M | Sell |
93,614
-2,262
| -2% | -$275K | 0.48% | 24 |
|
|
2019
Q4 | $13.4M | Sell |
95,876
-6,327
| -6% | -$811K | 0.59% | 18 |
|
|
2019
Q3 | $12M | Sell |
102,203
-1,313
| -1% | -$149K | 0.55% | 17 |
|
|
2019
Q2 | $11.6M | Sell |
103,516
-2,061
| -2% | -$227K | 0.53% | 19 |
|
|
2019
Q1 | $10.7M | Sell |
105,577
-3,733
| -3% | -$385K | 0.5% | 21 |
|
|
2018
Q4 | $10.7M | Sell |
109,310
-602
| -0.5% | -$64.1K | 0.58% | 18 |
|
|
2018
Q3 | $12.4M | Sell |
109,912
-18,427
| -14% | -$2.09M | 0.57% | 15 |
|
|
2018
Q2 | $13.4M | Sell |
128,339
-6,805
| -5% | -$747K | 0.64% | 14 |
|
|
2018
Q1 | $14.9M | Sell |
135,144
-16,915
| -11% | -$1.92M | 0.71% | 13 |
|
|
2017
Q4 | $16.1M | Sell |
152,059
-16,107
| -10% | -$1.63M | 0.73% | 13 |
|
|
2017
Q3 | $15.7M | Sell |
168,166
-571
| -0.3% | -$52.7K | 0.74% | 13 |
|
|
2017
Q2 | $15.4M | Buy |
168,737
+676
| +0.4% | +$58.3K | 0.75% | 13 |
|
|
2017
Q1 | $14.8M | Sell |
168,061
-10,765
| -6% | -$950K | 0.73% | 12 |
|
|
2016
Q4 | $15.4M | Buy |
178,826
+37,421
| +26% | +$2.85M | 0.78% | 15 |
|
|
2016
Q3 | $9.41M | Buy |
141,405
+19,269
| +16% | +$1.26M | 0.51% | 22 |
|
|
2016
Q2 | $7.59M | Buy |
122,136
+2,762
| +2% | +$173K | 0.49% | 31 |
|
|
2016
Q1 | $7.07M | Buy |
119,374
+423
| +0.4% | +$24.7K | 0.47% | 31 |
|
|
2015
Q4 | $7.85M | Sell |
118,951
-207
| -0.2% | -$13.5K | 0.53% | 23 |
|
|
2015
Q3 | $7.26M | Buy |
119,158
+1,500
| +1% | +$98.2K | 0.52% | 23 |
|
|
2015
Q2 | $7.97M | Sell |
117,658
-203
| -0.2% | -$13.3K | 0.52% | 23 |
|
|
2015
Q1 | $7.14M | Buy |
117,861
+29,500
| +33% | +$1.75M | 0.47% | 31 |
|
|
2014
Q4 | $5.53M | Buy |
88,361
+18,677
| +27% | +$1.12M | 0.38% | 44 |
|
|
2014
Q3 | $4.2M | Sell |
69,684
-4,697
| -6% | -$275K | 0.3% | 54 |
|
|
2014
Q2 | $4.29M | Sell |
74,381
-690
| -0.9% | -$38.8K | 0.31% | 56 |
|
|
2014
Q1 | $4.56M | Sell |
75,071
-4,039
| -5% | -$233K | 0.36% | 54 |
|
|
2013
Q4 | $4.63M | Sell |
79,110
-561
| -0.7% | -$30.7K | 0.37% | 51 |
|
|
2013
Q3 | $4.12M | Buy |
79,671
+43,671
| +121% | +$2.34M | 0.39% | 46 |
|
|
2013
Q2 | $1.9M | Buy |
+36,000
| New | +$1.83M | 0.52% | 67 |
|
Other funds holding JPM
VCM
VPM
Ameritas Investment Partners's JPM Position: Q1 2026 in Review
Ameritas Investment Partners reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $180K and leaving 28,433 shares worth $8.36M. The position accounts for 0.26% of the portfolio, ranked #63.
Ameritas Investment Partners first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.1M in Q4 2017. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Ameritas Investment Partners held 28,433 shares of JPMorgan Chase worth $8.36M as of Q1 2026.
- Ameritas Investment Partners sold 594 JPMorgan Chase shares in Q1 2026, an estimated $180K.
- JPMorgan Chase made up 0.26% of Ameritas Investment Partners's portfolio in Q1 2026, its #63 holding.
- Ameritas Investment Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Ameritas Investment Partners's JPMorgan Chase position peaked at $16.1M in Q4 2017.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.