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AMI Investment Management’s JPMorgan Chase JPM Stock Holding History

AMI Investment 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 		$9.29M Sell
28,379
-1,098
-4% -$341K 1.97% 15
2026
Q1 		$8.67M Buy
29,477
+508
+2% +$154K 1.95% 15
2025
Q4 		$9.33M Buy
28,969
+992
+4% +$307K 2.1% 13
2025
Q3 		$8.82M Sell
27,977
-1,017
-4% -$302K 2.05% 12
2025
Q2 		$8.41M Sell
28,994
-1,557
-5% -$397K 2.17% 12
2025
Q1 		$7.49M Sell
30,551
-1,338
-4% -$341K 2.42% 11
2024
Q4 		$7.64M Sell
31,889
-803
-2% -$187K 2.48% 13
2024
Q3 		$6.89M Sell
32,692
-1,786
-5% -$376K 2.33% 13
2024
Q2 		$6.97M Sell
34,478
-3,058
-8% -$598K 2.43% 13
2024
Q1 		$7.52M Sell
37,536
-379
-1% -$68.4K 2.73% 11
2023
Q4 		$6.45M Sell
37,915
-284
-0.7% -$43K 2.62% 11
2023
Q3 		$5.54M Sell
38,199
-138
-0.4% -$20.7K 2.49% 13
2023
Q2 		$5.58M Sell
38,337
-6,431
-14% -$885K 2.47% 12
2023
Q1 		$5.83M Sell
44,768
-2,243
-5% -$307K 2.72% 11
2022
Q4 		$6.3M Sell
47,011
-3,244
-6% -$411K 3.18% 8
2022
Q3 		$5.25M Sell
50,255
-864
-2% -$99.2K 2.97% 8
2022
Q2 		$5.76M Buy
51,119
+1,525
+3% +$189K 2.9% 8
2022
Q1 		$6.76M Sell
49,594
-4,105
-8% -$606K 2.97% 8
2021
Q4 		$8.5M Sell
53,699
-500
-0.9% -$82.1K 3.43% 6
2021
Q3 		$8.87M Sell
54,199
-10,754
-17% -$1.69M 3.71% 5
2021
Q2 		$10.1M Sell
64,953
-521
-0.8% -$81.8K 4% 4
2021
Q1 		$9.97M Sell
65,474
-1,017
-2% -$146K 4.18% 4
2020
Q4 		$8.45M Sell
66,491
-109
-0.2% -$12.2K 3.73% 4
2020
Q3 		$6.41M Sell
66,600
-1,450
-2% -$142K 3.24% 5
2020
Q2 		$6.4M Sell
68,050
-2,948
-4% -$280K 3.41% 4
2020
Q1 		$6.39M Sell
70,998
-1,772
-2% -$215K 3.79% 4
2019
Q4 		$10.1M Sell
72,770
-10
-0% -$1.28K 4.34% 4
2019
Q3 		$8.57M Buy
72,780
+4,447
+7% +$503K 3.98% 4
2019
Q2 		$7.64M Buy
68,333
+2,195
+3% +$242K 3.89% 5
2019
Q1 		$6.7M Buy
66,138
+4,521
+7% +$466K 3.53% 6
2018
Q4 		$6.01M Buy
61,617
+90
+0.1% +$9.59K 3.55% 6
2018
Q3 		$6.94M Sell
61,527
-50
-0.1% -$5.68K 3.6% 6
2018
Q2 		$6.42M Buy
61,577
+5,504
+10% +$604K 3.39% 6
2018
Q1 		$6.17M Buy
56,073
+25
+0% +$2.83K 3.75% 7
2017
Q4 		$5.99M Buy
56,048
+90
+0.2% +$9.11K 3.59% 6
2017
Q3 		$5.34M Hold
55,958
– – 3.33% 8
2017
Q2 		$5.12M Sell
55,958
-665
-1% -$57.4K 3.32% 7
2017
Q1 		$4.97M Buy
56,623
+44,676
+374% +$3.94M 3.2% 7
2016
Q4 		$1.03M Buy
11,947
+420
+4% +$32K 0.68% 34
2016
Q3 		$768K Buy
11,527
+200
+2% +$13K 0.54% 41
2016
Q2 		$704K Buy
11,327
+300
+3% +$18.7K 0.52% 40
2016
Q1 		$653K Buy
11,027
+1,925
+21% +$112K 0.51% 41
2015
Q4 		$601K Hold
9,102
– – 0.47% 39
2015
Q3 		$555K Hold
9,102
– – 0.48% 37
2015
Q2 		$617K Hold
9,102
– – 0.51% 34
2015
Q1 		$551K Hold
9,102
– – 0.44% 34
2014
Q4 		$570K Hold
9,102
– – 0.46% 31
2014
Q3 		$548K Hold
9,102
– – 0.47% 28
2014
Q2 		$524K Hold
9,102
– – 0.45% 25
2014
Q1 		$552K Hold
9,102
– – 0.47% 27
2013
Q4 		$532K Hold
9,102
– – 0.46% 28
2013
Q3 		$470K Buy
9,102
+100
+1% +$5.36K 0.35% 31
2013
Q2 		$475K Buy
+9,002
New +$458K 0.43% 30

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

AMI Investment Management reduced its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, selling an estimated $341K and leaving 28,379 shares worth $9.29M. The position accounts for 1.97% of the portfolio, ranked #15.

AMI Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AMI Investment Management held 28,379 shares of JPMorgan Chase worth $9.29M as of Q2 2026.
  • AMI Investment Management sold 1,098 JPMorgan Chase shares in Q2 2026, an estimated $341K.
  • JPMorgan Chase made up 1.97% of AMI Investment Management's portfolio in Q2 2026, its #15 holding.
  • AMI Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • AMI Investment Management's JPMorgan Chase position peaked at $10.1M in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.