Amica Mutual Insurance’s JPMorgan Chase JPM Stock Holding History

Amica Mutual Insurance’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 Q1	$9.33M	Buy	31,708 +7,363	+30%	+$2.23M	0.8%	28
2025 Q4	$7.84M	Hold	24,345	–	–	0.68%	41
2025 Q3	$7.68M	Sell	24,345 -2,776	-10%	-$826K	0.71%	34
2025 Q2	$7.86M	Buy	27,121 +6,000	+28%	+$1.53M	0.76%	30
2025 Q1	$5.18M	Hold	21,121	–	–	0.57%	49
2024 Q4	$5.06M	Hold	21,121	–	–	0.52%	53
2024 Q3	$4.45M	Sell	21,121 -8,458	-29%	-$1.78M	0.43%	62
2024 Q2	$5.98M	Sell	29,579 -3,549	-11%	-$694K	0.59%	46
2024 Q1	$6.64M	Sell	33,128 -15,329	-32%	-$2.77M	0.68%	43
2023 Q4	$8.24M	Sell	48,457 -7,999	-14%	-$1.21M	0.89%	30
2023 Q3	$8.19M	Hold	56,456	–	–	0.96%	27
2023 Q2	$8.21M	Sell	56,456 -22,264	-28%	-$3.06M	0.93%	29
2023 Q1	$10.3M	Sell	78,720 -5,048	-6%	-$692K	1.14%	18
2022 Q4	$11.2M	Sell	83,768 -20,793	-20%	-$2.63M	1.42%	13
2022 Q3	$10.9M	Sell	104,561 -15,352	-13%	-$1.76M	1.55%	11
2022 Q2	$13.5M	Buy	119,913 +10,000	+9%	+$1.24M	1.71%	8
2022 Q1	$15M	Buy	109,913 +3,370	+3%	+$497K	1.76%	8
2021 Q4	$16.9M	Hold	106,543	–	–	1.43%	10
2021 Q3	$17.4M	Hold	106,543	–	–	1.82%	10
2021 Q2	$16.6M	Sell	106,543 -26,725	-20%	-$4.2M	1.75%	10
2021 Q1	$20.3M	Sell	133,268 -7,633	-5%	-$1.1M	2.31%	7
2020 Q4	$17.9M	Hold	140,901	–	–	1.96%	8
2020 Q3	$13.6M	Hold	140,901	–	–	1.62%	11
2020 Q2	$13.3M	Hold	140,901	–	–	1.61%	10
2020 Q1	$12.7M	Hold	140,901	–	–	1.75%	9
2019 Q4	$19.6M	Sell	140,901 -5,694	-4%	-$730K	2.56%	4
2019 Q3	$17.3M	Sell	146,595 -14,120	-9%	-$1.6M	2.19%	5
2019 Q2	$18M	Hold	160,715	–	–	2.28%	5
2019 Q1	$16.3M	Hold	160,715	–	–	2.03%	5
2018 Q4	$15.7M	Sell	160,715 -40,179	-20%	-$4.28M	2.04%	5
2018 Q3	$22.7M	Hold	200,894	–	–	2.35%	4
2018 Q2	$20.9M	Hold	200,894	–	–	2.52%	5
2018 Q1	$22.1M	Sell	200,894 -56,961	-22%	-$6.45M	2.76%	3
2017 Q4	$27.6M	Sell	257,855 -6,551	-2%	-$663K	2.72%	2
2017 Q3	$25.3M	Sell	264,406 -14,714	-5%	-$1.36M	2.25%	4
2017 Q2	$25.5M	Hold	279,120	–	–	2.33%	4
2017 Q1	$24.5M	Hold	279,120	–	–	2.22%	4
2016 Q4	$24.1M	Hold	279,120	–	–	2.15%	5
2016 Q3	$18.6M	Hold	279,120	–	–	1.76%	5
2016 Q2	$17.3M	Hold	279,120	–	–	1.68%	5
2016 Q1	$16.5M	Buy	279,120 +20,000	+8%	+$1.17M	1.57%	6
2015 Q4	$17.1M	Hold	259,120	–	–	1.56%	5
2015 Q3	$15.8M	Hold	259,120	–	–	1.51%	6
2015 Q2	$17.6M	Hold	259,120	–	–	1.51%	4
2015 Q1	$15.7M	Hold	259,120	–	–	1.29%	8
2014 Q4	$16.2M	Hold	259,120	–	–	1.26%	10
2014 Q3	$15.6M	Hold	259,120	–	–	1.25%	9
2014 Q2	$14.9M	Hold	259,120	–	–	1.17%	11
2014 Q1	$15.7M	Sell	259,120 -86,892	-25%	-$5.02M	1.28%	13
2013 Q4	$20.2M	Hold	346,012	–	–	1.63%	8
2013 Q3	$17.9M	Hold	346,012	–	–	1.52%	8
2013 Q2	$18.3M	Buy	+346,012	New	+$17.6M	1.6%	9

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amica Mutual Insurance's JPM Position: Q1 2026 in Review

Amica Mutual Insurance increased its JPMorgan Chase (JPM) stake by 30% in Q1 2026, buying an estimated $2.23M and bringing the position to 31,708 shares worth $9.33M. The position accounts for 0.8% of the portfolio, ranked #28.

Amica Mutual Insurance first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.6M in Q4 2017. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Amica Mutual Insurance held 31,708 shares of JPMorgan Chase worth $9.33M as of Q1 2026.
Amica Mutual Insurance bought 7,363 JPMorgan Chase shares in Q1 2026, an estimated $2.23M.
JPMorgan Chase made up 0.8% of Amica Mutual Insurance's portfolio in Q1 2026, its #28 holding.
Amica Mutual Insurance first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Amica Mutual Insurance's JPMorgan Chase position peaked at $27.6M in Q4 2017.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Amica Mutual Insurance's 13F filing for Q1 2026, filed 6 May 2026.