Amica Retiree Medical Trust’s JPMorgan Chase JPM Stock Holding History

Amica Retiree Medical Trust’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
2025 Q3	$575K	Hold	1,822	–	–	0.79%	40
2025 Q2	$528K	Hold	1,822	–	–	0.76%	39
2025 Q1	$447K	Sell	1,822 -435	-19%	-$111K	0.68%	50
2024 Q4	$541K	Sell	2,257 -197	-8%	-$45.9K	0.51%	53
2024 Q3	$517K	Buy	+2,454	New	+$517K	0.43%	61
2023 Q3	$1.03M	Hold	7,073	–	–	1.21%	26
2023 Q2	$1.03M	Sell	7,073 -2,434	-26%	-$335K	1.15%	30
2023 Q1	$1.24M	Hold	9,507	–	–	1.31%	19
2022 Q4	$1.27M	Sell	9,507 -3,056	-24%	-$387K	1.64%	15
2022 Q3	$1.31M	Sell	12,563 -1,942	-13%	-$223K	1.64%	11
2022 Q2	$1.63M	Buy	14,505 +1,300	+10%	+$161K	1.85%	8
2022 Q1	$1.8M	Buy	13,205 +642	+5%	+$94.8K	1.68%	8
2021 Q4	$1.99M	Hold	12,563	–	–	1.69%	9
2021 Q3	$2.06M	Sell	12,563 -5,517	-31%	-$865K	1.86%	9
2021 Q2	$2.81M	Sell	18,080 -3,881	-18%	-$610K	1.78%	9
2021 Q1	$3.34M	Hold	21,961	–	–	2.26%	7
2020 Q4	$2.79M	Hold	21,961	–	–	1.96%	7
2020 Q3	$2.11M	Hold	21,961	–	–	1.64%	11
2020 Q2	$2.07M	Hold	21,961	–	–	1.63%	10
2020 Q1	$1.98M	Sell	21,961 -1,262	-5%	-$153K	1.77%	8
2019 Q4	$3.24M	Hold	23,223	–	–	2.5%	4
2019 Q3	$2.73M	Sell	23,223 -1,566	-6%	-$177K	2.18%	4
2019 Q2	$2.77M	Sell	24,789 -3,561	-13%	-$393K	2.26%	4
2019 Q1	$2.87M	Hold	28,350	–	–	2.52%	4
2018 Q4	$2.77M	Hold	28,350	–	–	2.63%	3
2018 Q3	$3.2M	Hold	28,350	–	–	2.65%	3
2018 Q2	$2.95M	Hold	28,350	–	–	2.57%	4
2018 Q1	$3.12M	Sell	28,350 -6,181	-18%	-$700K	2.72%	3
2017 Q4	$3.69M	Buy	34,531 +5,386	+18%	+$545K	2.79%	3
2017 Q3	$2.78M	Hold	29,145	–	–	2.19%	4
2017 Q2	$2.66M	Hold	29,145	–	–	2.17%	4
2017 Q1	$2.56M	Hold	29,145	–	–	2.07%	4
2016 Q4	$2.52M	Hold	29,145	–	–	2%	5
2016 Q3	$1.94M	Hold	29,145	–	–	1.64%	6
2016 Q2	$1.81M	Hold	29,145	–	–	1.55%	6
2016 Q1	$1.73M	Buy	29,145 +2,000	+7%	+$117K	1.47%	8
2015 Q4	$1.79M	Hold	27,145	–	–	1.55%	5
2015 Q3	$1.66M	Hold	27,145	–	–	1.5%	6
2015 Q2	$1.84M	Hold	27,145	–	–	1.56%	4
2015 Q1	$1.64M	Hold	27,145	–	–	1.39%	6
2014 Q4	$1.7M	Hold	27,145	–	–	1.37%	8
2014 Q3	$1.64M	Hold	27,145	–	–	1.38%	9
2014 Q2	$1.56M	Hold	27,145	–	–	1.29%	10
2014 Q1	$1.65M	Hold	27,145	–	–	1.41%	10
2013 Q4	$1.59M	Buy	+27,145	New	+$1.49M	1.38%	10

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Amica Retiree Medical Trust's JPM Position: Q3 2025 in Review

Amica Retiree Medical Trust held its JPMorgan Chase (JPM) position steady in Q3 2025 at 1,822 shares worth $575K. The position accounts for 0.79% of the portfolio, ranked #40.

Amica Retiree Medical Trust first reported a position in JPM in Q4 2013 and has held it in 45 quarters since. The position peaked at $3.69M in Q4 2017. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Amica Retiree Medical Trust held 1,822 shares of JPMorgan Chase worth $575K as of Q3 2025.
Amica Retiree Medical Trust left its JPMorgan Chase share count unchanged in Q3 2025.
JPMorgan Chase made up 0.79% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #40 holding.
Amica Retiree Medical Trust first reported a position in JPMorgan Chase in Q4 2013 and has held it in 45 quarters since.
Amica Retiree Medical Trust's JPMorgan Chase position peaked at $3.69M in Q4 2017.
4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.