AMI Asset Management
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AMI Asset Management’s JPMorgan Chase JPM Stock Holding History

AMI Asset 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
Q3 		$1.41M Buy
4,252
+53
+1% +$18.5K 0.08% 42
2026
Q2 		$1.37M Sell
4,199
-17
-0.4% -$5.28K 0.08% 42
2026
Q1 		$1.24M Sell
4,216
-928
-18% -$282K 0.08% 44
2025
Q4 		$1.66M Sell
5,144
-117
-2% -$36.2K 0.09% 42
2025
Q3 		$1.66M Sell
5,261
-28
-0.5% -$8.33K 0.09% 43
2025
Q2 		$1.53M Sell
5,289
-2,913
-36% -$743K 0.09% 40
2025
Q1 		$2.01M Sell
8,202
-151
-2% -$38.5K 0.12% 46
2024
Q4 		$2M Sell
8,353
-277
-3% -$64.5K 0.11% 43
2024
Q3 		$1.82M Sell
8,630
-14
-0.2% -$2.95K 0.1% 45
2024
Q2 		$1.75M Sell
8,644
-316
-4% -$61.8K 0.09% 44
2024
Q1 		$1.79M Sell
8,960
-293
-3% -$52.9K 0.09% 65
2023
Q4 		$1.57M Sell
9,253
-153
-2% -$23.2K 0.09% 64
2023
Q3 		$1.36M Buy
9,406
+1,022
+12% +$153K 0.08% 65
2023
Q2 		$1.22M Buy
8,384
+214
+3% +$29.4K 0.07% 65
2023
Q1 		$1.06M Sell
8,170
-149
-2% -$20.4K 0.07% 66
2022
Q4 		$1.12M Buy
8,319
+2,725
+49% +$345K 0.08% 69
2022
Q3 		$585K Sell
5,594
-1,336
-19% -$153K 0.04% 79
2022
Q2 		$780K Sell
6,930
-786
-10% -$97.4K 0.05% 73
2022
Q1 		$1.05M Buy
7,716
+1,272
+20% +$188K 0.06% 71
2021
Q4 		$1.02M Buy
6,444
+778
+14% +$128K 0.05% 74
2021
Q3 		$927K Sell
5,666
-140
-2% -$21.9K 0.05% 73
2021
Q2 		$903K Buy
5,806
+979
+20% +$154K 0.05% 75
2021
Q1 		$735K Buy
4,827
+340
+8% +$48.9K 0.04% 74
2020
Q4 		$570K Buy
4,487
+74
+2% +$8.27K 0.03% 76
2020
Q3 		$425K Buy
4,413
+1,603
+57% +$157K 0.02% 79
2020
Q2 		$264K Sell
2,810
-32
-1% -$3.04K 0.01% 76
2020
Q1 		$256K Buy
2,842
+34
+1% +$4.13K 0.02% 76
2019
Q4 		$391K Buy
2,808
+357
+15% +$45.8K 0.02% 76
2019
Q3 		$288K Buy
2,451
+103
+4% +$11.6K 0.02% 75
2019
Q2 		$263K Buy
+2,348
New +$259K 0.01% 69

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

AMI Asset Management's JPM Position: Q3 2026 in Review

AMI Asset Management increased its JPMorgan Chase (JPM) stake by 1.3% in Q3 2026, buying an estimated $18.5K and bringing the position to 4,252 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #42.

AMI Asset Management first reported a position in JPM in Q2 2019 and has held it in 30 quarters since. The position peaked at $2.01M in Q1 2025. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • AMI Asset Management held 4,252 shares of JPMorgan Chase worth $1.41M as of Q3 2026.
  • AMI Asset Management bought 53 JPMorgan Chase shares in Q3 2026, an estimated $18.5K.
  • JPMorgan Chase made up 0.08% of AMI Asset Management's portfolio in Q3 2026, its #42 holding.
  • AMI Asset Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 30 quarters since.
  • AMI Asset Management's JPMorgan Chase position peaked at $2.01M in Q1 2025.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on AMI Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.