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Asset Management Group’s JPMorgan Chase JPM Stock Holding History

Asset Management Group’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 		$548K Buy
1,862
+126
+7% +$38.2K 0.09% 104
2025
Q4 		$560K Sell
1,736
-9
-0.5% -$2.79K 0.09% 108
2025
Q3 		$551K Buy
1,745
+7
+0.4% +$2.08K 0.09% 110
2025
Q2 		$504K Buy
1,738
+10
+0.6% +$2.55K 0.09% 108
2025
Q1 		$424K Buy
1,728
+8
+0.5% +$2.04K 0.08% 106
2024
Q4 		$412K Buy
1,720
+9
+0.5% +$2.1K 0.07% 108
2024
Q3 		$361K Buy
1,711
+9
+0.5% +$1.9K 0.06% 112
2024
Q2 		$344K Sell
1,702
-33
-2% -$6.45K 0.06% 112
2024
Q1 		$348K Buy
1,735
+29
+2% +$5.23K 0.07% 112
2023
Q4 		$290K Buy
1,706
+12
+0.7% +$1.82K 0.06% 117
2023
Q3 		$246K Buy
1,694
+64
+4% +$9.59K 0.05% 118
2023
Q2 		$237K Buy
1,630
+11
+0.7% +$1.51K 0.05% 118
2023
Q1 		$211K Buy
1,619
+12
+0.7% +$1.64K 0.05% 122
2022
Q4 		$216K Buy
+1,607
New +$204K 0.05% 120
2022
Q2 		– Sell
-1,568
Closed -$214K – 121
2022
Q1 		$214K Buy
1,568
+11
+0.7% +$1.62K 0.04% 119
2021
Q4 		$247K Buy
1,557
+9
+0.6% +$1.48K 0.05% 118
2021
Q3 		$253K Sell
1,548
-587
-27% -$92K 0.05% 117
2021
Q2 		$332K Buy
2,135
+13
+0.6% +$2.04K 0.07% 105
2021
Q1 		$323K Buy
2,122
+14
+0.7% +$2.01K 0.07% 102
2020
Q4 		$268K Sell
2,108
-16
-0.8% -$1.79K 0.07% 104
2020
Q3 		$204K Sell
2,124
-141
-6% -$13.8K 0.06% 116
2020
Q2 		$213K Buy
2,265
+22
+1% +$2.09K 0.07% 106
2020
Q1 		$202K Buy
2,243
+15
+0.7% +$1.82K 0.08% 100
2019
Q4 		$311K Sell
2,228
-34
-2% -$4.36K 0.09% 97
2019
Q3 		$266K Sell
2,262
-483
-18% -$54.6K 0.09% 99
2019
Q2 		$307K Buy
2,745
+43
+2% +$4.74K 0.11% 93
2019
Q1 		$274K Buy
2,702
+21
+0.8% +$2.16K 0.1% 95
2018
Q4 		$262K Buy
2,681
+79
+3% +$8.42K 0.11% 92
2018
Q3 		$294K Sell
2,602
-421
-14% -$47.8K 0.1% 95
2018
Q2 		$315K Buy
3,023
+16
+0.5% +$1.75K 0.11% 93
2018
Q1 		$331K Sell
3,007
-92
-3% -$10.4K 0.12% 86
2017
Q4 		$331K Buy
3,099
+267
+9% +$27K 0.12% 88
2017
Q3 		$271K Buy
2,832
+15
+0.5% +$1.38K 0.1% 93
2017
Q2 		$257K Sell
2,817
-385
-12% -$33.2K 0.1% 93
2017
Q1 		$281K Buy
3,202
+18
+0.6% +$1.59K 0.11% 90
2016
Q4 		$275K Buy
3,184
+22
+0.7% +$1.68K 0.11% 90
2016
Q3 		$211K Buy
+3,162
New +$206K 0.09% 98
2016
Q1 		– Sell
-3,317
Closed -$219K – 102
2015
Q4 		$219K Buy
3,317
+22
+0.7% +$1.43K 0.1% 94
2015
Q3 		$201K Buy
3,295
+21
+0.6% +$1.38K 0.09% 95
2015
Q2 		$222K Buy
+3,274
New +$214K 0.1% 94
2015
Q1 		– Sell
-3,952
Closed -$247K – 93
2014
Q4 		$247K Buy
3,952
+19
+0.5% +$1.14K 0.12% 82
2014
Q3 		$237K Buy
3,933
+20
+0.5% +$1.17K 0.13% 80
2014
Q2 		$225K Buy
+3,913
New +$220K 0.12% 77

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Asset Management Group's JPM Position: Q1 2026 in Review

Asset Management Group increased its JPMorgan Chase (JPM) stake by 7.3% in Q1 2026, buying an estimated $38.2K and bringing the position to 1,862 shares worth $548K. The position accounts for 0.09% of the portfolio, ranked #104.

Asset Management Group first reported a position in JPM in Q2 2014 and has held it in 43 quarters since. The position peaked at $560K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Asset Management Group held 1,862 shares of JPMorgan Chase worth $548K as of Q1 2026.
  • Asset Management Group bought 126 JPMorgan Chase shares in Q1 2026, an estimated $38.2K.
  • JPMorgan Chase made up 0.09% of Asset Management Group's portfolio in Q1 2026, its #104 holding.
  • Asset Management Group first reported a position in JPMorgan Chase in Q2 2014 and has held it in 43 quarters since.
  • Asset Management Group's JPMorgan Chase position peaked at $560K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.