Asset Management One
JPM icon

Asset Management One’s JPMorgan Chase JPM Stock Holding History

Asset Management One’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 		$431M Sell
1,318,113
-13,681
-1% -$4.25M 1.11% 16
2026
Q1 		$392M Sell
1,331,794
-83,021
-6% -$25.2M 1.16% 13
2025
Q4 		$458M Buy
1,414,815
+46,264
+3% +$14.3M 1.27% 13
2025
Q3 		$432M Buy
1,368,551
+2,149
+0.2% +$639K 1.25% 13
2025
Q2 		$396M Sell
1,366,402
-12,311
-0.9% -$3.14M 1.24% 11
2025
Q1 		$338M Buy
1,378,713
+67,493
+5% +$17.2M 1.17% 12
2024
Q4 		$316M Sell
1,311,220
-9,179
-0.7% -$2.14M 1.09% 13
2024
Q3 		$278M Buy
1,320,399
+13,152
+1% +$2.77M 0.99% 15
2024
Q2 		$264M Sell
1,307,247
-20,197
-2% -$3.95M 1.01% 13
2024
Q1 		$266M Sell
1,327,444
-62,456
-4% -$11.3M 1.02% 13
2023
Q4 		$237M Sell
1,389,900
-21,079
-1% -$3.19M 0.95% 15
2023
Q3 		$205M Buy
1,410,979
+23,732
+2% +$3.56M 0.91% 15
2023
Q2 		$202M Buy
1,387,247
+3,298
+0.2% +$454K 0.85% 16
2023
Q1 		$180M Buy
1,383,949
+26,064
+2% +$3.57M 0.82% 18
2022
Q4 		$181M Sell
1,357,885
-17,788
-1% -$2.25M 0.88% 14
2022
Q3 		$144M Sell
1,375,673
-22,052
-2% -$2.53M 0.73% 17
2022
Q2 		$157M Sell
1,397,725
-31,392
-2% -$3.89M 0.74% 18
2022
Q1 		$195M Sell
1,429,117
-76,379
-5% -$11.3M 0.76% 18
2021
Q4 		$239M Sell
1,505,496
-15,267
-1% -$2.51M 0.83% 16
2021
Q3 		$249M Sell
1,520,763
-69,879
-4% -$11M 0.95% 11
2021
Q2 		$247M Sell
1,590,642
-10,209
-0.6% -$1.6M 0.92% 11
2021
Q1 		$244M Sell
1,600,851
-33,205
-2% -$4.78M 0.97% 11
2020
Q4 		$204M Sell
1,634,056
-21,927
-1% -$2.45M 0.84% 14
2020
Q3 		$159M Sell
1,655,983
-67,435
-4% -$6.62M 0.73% 20
2020
Q2 		$162M Sell
1,723,418
-70,632
-4% -$6.7M 0.8% 16
2020
Q1 		$162M Sell
1,794,050
-23,213
-1% -$2.82M 0.94% 13
2019
Q4 		$253M Sell
1,817,263
-2,268
-0.1% -$291K 1.14% 8
2019
Q3 		$214M Buy
1,819,531
+1,256
+0.1% +$142K 1.03% 11
2019
Q2 		$203M Buy
1,818,275
+137,645
+8% +$15.2M 1% 10
2019
Q1 		$170M Sell
1,680,630
-3,892,220
-70% -$401M 0.92% 13
2018
Q4 		$544M Sell
5,572,850
-35,720
-0.6% -$3.81M 1.3% 6
2018
Q3 		$634M Buy
5,608,570
+28,009
+0.5% +$3.18M 1.3% 6
2018
Q2 		$582M Sell
5,580,561
-54,829
-1% -$6.01M 1.27% 6
2018
Q1 		$620M Sell
5,635,390
-17,863
-0.3% -$2.02M 1.4% 5
2017
Q4 		$605M Sell
5,653,253
-130,344
-2% -$13.2M 1.33% 7
2017
Q3 		$552M Buy
5,783,597
+31,471
+0.5% +$2.9M 1.3% 8
2017
Q2 		$526M Buy
5,752,126
+16,415
+0.3% +$1.42M 1.34% 8
2017
Q1 		$504M Sell
5,735,711
-524,460
-8% -$46.3M 1.32% 8
2016
Q4 		$540M Buy
6,260,171
+5,714,838
+1,048% +$436M 1.38% 6
2016
Q3 		$36M Buy
545,333
+41,980
+8% +$2.74M 0.53% 31
2016
Q2 		$30.9M Sell
503,353
-3,661
-0.7% -$229K 0.46% 44
2016
Q1 		$30.2M Buy
507,014
+2,011
+0.4% +$117K 0.44% 44
2015
Q4 		$33.7M Sell
505,003
-36,758
-7% -$2.39M 0.5% 34
2015
Q3 		$32.6M Sell
541,761
-190,645
-26% -$12.5M 0.5% 28
2015
Q2 		$49.4M Sell
732,406
-45,805
-6% -$2.99M 0.68% 19
2015
Q1 		$47.3M Sell
778,211
-43,572
-5% -$2.58M 0.58% 25
2014
Q4 		$51.6M Buy
821,783
+118,106
+17% +$7.11M 0.67% 21
2014
Q3 		$42.4M Buy
703,677
+85,658
+14% +$5.01M 0.59% 23
2014
Q2 		$35.6M Sell
618,019
-242,124
-28% -$13.6M 0.53% 31
2014
Q1 		$51.8M Sell
860,143
-99,750
-10% -$5.76M 0.82% 17
2013
Q4 		$55.9M Sell
959,893
-15,405
-2% -$844K 0.87% 16
2013
Q3 		$50.7M Sell
975,298
-43,924
-4% -$2.36M 0.76% 19
2013
Q2 		$54M Buy
+1,019,222
New +$51.8M 0.88% 17

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Asset Management One's JPM Position: Q2 2026 in Review

Asset Management One reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $4.25M and leaving 1,318,113 shares worth $431M. The position accounts for 1.11% of the portfolio, ranked #16.

Asset Management One first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $634M in Q3 2018. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Asset Management One held 1,318,113 shares of JPMorgan Chase worth $431M as of Q2 2026.
  • Asset Management One sold 13,681 JPMorgan Chase shares in Q2 2026, an estimated $4.25M.
  • JPMorgan Chase made up 1.11% of Asset Management One's portfolio in Q2 2026, its #16 holding.
  • Asset Management One first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Asset Management One's JPMorgan Chase position peaked at $634M in Q3 2018.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.