AAS
JPM icon

Asset Allocation Strategies’s JPMorgan Chase JPM Stock Holding History

Asset Allocation Strategies’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 		$521K Buy
1,593
+32
+2% +$9.94K 0.08% 116
2026
Q1 		$459K Buy
1,561
+192
+14% +$58.3K 0.08% 114
2025
Q4 		$441K Buy
1,369
+201
+17% +$62.2K 0.08% 120
2025
Q3 		$369K Buy
1,168
+1
+0.1% +$297 0.07% 118
2025
Q2 		$338K Buy
1,167
+2
+0.2% +$510 0.07% 115
2025
Q1 		$286K Sell
1,165
-56
-5% -$14.3K 0.07% 114
2024
Q4 		$336K Buy
1,221
+10
+0.8% +$2.33K 0.08% 104
2024
Q3 		$255K Sell
1,211
-58
-5% -$12.2K 0.07% 102
2024
Q2 		$257K Sell
1,269
-97
-7% -$19K 0.09% 75
2024
Q1 		$274K Buy
1,366
+53
+4% +$9.56K 0.1% 63
2023
Q4 		$223K Buy
+1,313
New +$199K 0.09% 59

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Asset Allocation Strategies's JPM Position: Q2 2026 in Review

Asset Allocation Strategies increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $9.94K and bringing the position to 1,593 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #116.

Asset Allocation Strategies first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Asset Allocation Strategies held 1,593 shares of JPMorgan Chase worth $521K as of Q2 2026.
  • Asset Allocation Strategies bought 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
  • JPMorgan Chase made up 0.08% of Asset Allocation Strategies's portfolio in Q2 2026, its #116 holding.
  • Asset Allocation Strategies first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.