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Asset Advisors Investment Management’s JPMorgan Chase JPM Stock Holding History

Asset Advisors 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 		$1.43M Sell
4,369
-200
-4% -$62.1K 0.13% 70
2026
Q1 		$1.34M Sell
4,569
-3,111
-41% -$944K 0.13% 71
2025
Q4 		$2.47M Sell
7,680
-30
-0.4% -$9.29K 0.23% 59
2025
Q3 		$2.43M Buy
7,710
+62
+0.8% +$18.4K 0.23% 57
2025
Q2 		$2.22M Hold
7,648
– – 0.22% 56
2025
Q1 		$1.88M Buy
7,648
+33
+0.4% +$8.41K 0.2% 59
2024
Q4 		$1.83M Buy
7,615
+158
+2% +$36.8K 0.19% 62
2024
Q3 		$1.57M Hold
7,457
– – 0.16% 63
2024
Q2 		$1.51M Buy
+7,457
New +$1.46M 0.16% 62
2022
Q1 		– Sell
-1,859
Closed -$294K – 92
2021
Q4 		$294K Buy
1,859
+115
+7% +$18.9K 0.03% 82
2021
Q3 		$285K Buy
1,744
+2
+0.1% +$314 0.03% 84
2021
Q2 		$271K Hold
1,742
– – 0.03% 85
2021
Q1 		$272K Buy
+1,742
New +$251K 0.03% 84
2020
Q3 		– Sell
-2,285
Closed -$215K – 129
2020
Q2 		$215K Sell
2,285
-1,182
-34% -$112K 0.03% 86
2020
Q1 		$312K Buy
3,467
+7
+0.2% +$850 0.06% 85
2019
Q4 		$480K Buy
3,460
+492
+17% +$63.1K 0.07% 84
2019
Q3 		$349K Sell
2,968
-652
-18% -$73.7K 0.06% 85
2019
Q2 		$405K Buy
3,620
+32
+0.9% +$3.53K 0.07% 76
2019
Q1 		$363K Hold
3,588
– – 0.06% 81
2018
Q4 		$350K Sell
3,588
-4,366
-55% -$465K 0.07% 81
2018
Q3 		$898K Buy
+7,954
New +$903K 0.15% 68

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Asset Advisors Investment Management's JPM Position: Q2 2026 in Review

Asset Advisors Investment Management reduced its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, selling an estimated $62.1K and leaving 4,369 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #70.

Asset Advisors Investment Management first reported a position in JPM in Q3 2018 and has held it in 21 quarters since. The position peaked at $2.47M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Asset Advisors Investment Management held 4,369 shares of JPMorgan Chase worth $1.43M as of Q2 2026.
  • Asset Advisors Investment Management sold 200 JPMorgan Chase shares in Q2 2026, an estimated $62.1K.
  • JPMorgan Chase made up 0.13% of Asset Advisors Investment Management's portfolio in Q2 2026, its #70 holding.
  • Asset Advisors Investment Management first reported a position in JPMorgan Chase in Q3 2018 and has held it in 21 quarters since.
  • Asset Advisors Investment Management's JPMorgan Chase position peaked at $2.47M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.