Asset Allocation & Management Company’s JPMorgan Chase JPM Stock Holding History

Asset Allocation & Management Company’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	$242K	Sell	740 -848	-53%	-$263K	0.08%	61
2026 Q1	$467K	Buy	1,588 +893	+128%	+$271K	0.17%	50
2025 Q4	$224K	Hold	695	–	–	0.09%	89
2025 Q3	$219K	Hold	695	–	–	0.09%	88
2025 Q2	$201K	Buy	+695	New	+$177K	0.09%	92
2023 Q2	–	Sell	-4,327	Closed	-$564K	–	82
2023 Q1	$564K	Hold	4,327	–	–	0.23%	66
2022 Q4	$580K	Sell	4,327 -2,808	-39%	-$356K	0.22%	67
2022 Q3	$746K	Buy	7,135 +6	+0.1%	+$689	0.31%	58
2022 Q2	$803K	Hold	7,129	–	–	0.33%	56
2022 Q1	$972K	Hold	7,129	–	–	0.35%	63
2021 Q4	$1.13M	Buy	+7,129	New	+$1.17M	0.38%	41
2020 Q3	–	Sell	-4,100	Closed	-$386K	–	44
2020 Q2	$386K	Sell	4,100 -48	-1%	-$4.55K	0.19%	32
2020 Q1	$373K	Buy	4,148 +791	+24%	+$96.1K	0.18%	36
2019 Q4	$468K	Buy	+3,357	New	+$431K	0.18%	37

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Asset Allocation & Management Company's JPM Position: Q2 2026 in Review

Asset Allocation & Management Company reduced its JPMorgan Chase (JPM) stake by 53% in Q2 2026, selling an estimated $263K and leaving 740 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #61.

Asset Allocation & Management Company first reported a position in JPM in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Asset Allocation & Management Company held 740 shares of JPMorgan Chase worth $242K as of Q2 2026.
Asset Allocation & Management Company sold 848 JPMorgan Chase shares in Q2 2026, an estimated $263K.
JPMorgan Chase made up 0.08% of Asset Allocation & Management Company's portfolio in Q2 2026, its #61 holding.
Asset Allocation & Management Company first reported a position in JPMorgan Chase in Q4 2019 and has held it in 14 quarters since.
Asset Allocation & Management Company's JPMorgan Chase position peaked at $1.13M in Q4 2021.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Asset Allocation & Management Company's 13F filing for Q2 2026, filed 15 Jul 2026.