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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
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% +$11.7K 0.02% 75
2019
Q2 		$263K Buy
+2,348
New +$259K 0.01% 69

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AMI Asset Management's JPM Position: Q2 2026 in Review

AMI Asset Management reduced its JPMorgan Chase (JPM) stake by 0.4% in Q2 2026, selling an estimated $5.28K and leaving 4,199 shares worth $1.37M. 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 29 quarters since. The position peaked at $2.01M in Q1 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AMI Asset Management held 4,199 shares of JPMorgan Chase worth $1.37M as of Q2 2026.
  • AMI Asset Management sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 0.08% of AMI Asset Management's portfolio in Q2 2026, its #42 holding.
  • AMI Asset Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 29 quarters since.
  • AMI Asset Management's JPMorgan Chase position peaked at $2.01M in Q1 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.