AGP
JPM icon

Autumn Glory Partners’s JPMorgan Chase JPM Stock Holding History

Autumn Glory Partners’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 		$3.37M Buy
10,293
+1
+0% +$311 0.95% 28
2026
Q1 		$3.03M Buy
10,292
+416
+4% +$126K 1.11% 20
2025
Q4 		$3.18M Buy
9,876
+102
+1% +$31.6K 1.12% 18
2025
Q3 		$3.08M Buy
9,774
+161
+2% +$47.9K 1.27% 16
2025
Q2 		$2.79M Buy
9,613
+172
+2% +$43.9K 1.3% 17
2025
Q1 		$2.32M Hold
9,441
– – 1.15% 22
2024
Q4 		$2.26M Sell
9,441
-3,015
-24% -$702K 1.11% 23
2024
Q3 		$2.63M Buy
12,456
+2,284
+22% +$481K 1.01% 28
2024
Q2 		$2.06M Sell
10,172
-115
-1% -$22.5K 1.05% 31
2024
Q1 		$2.06M Hold
10,287
– – 1.01% 30
2023
Q4 		$1.73M Sell
10,287
-1,967
-16% -$298K 0.99% 31
2023
Q3 		$1.78M Buy
12,254
+196
+2% +$29.4K 1.09% 32
2023
Q2 		$1.75M Buy
12,058
+3,125
+35% +$430K 1.28% 26
2023
Q1 		$1.16M Sell
8,933
-6,530
-42% -$895K 1% 29
2022
Q4 		$2.07M Buy
15,463
+4,982
+48% +$631K 1.11% 29
2022
Q3 		$1.09M Sell
10,481
-1,632
-13% -$187K 0.74% 46
2022
Q2 		$1.36M Buy
12,113
+2,827
+30% +$350K 1.01% 27
2022
Q1 		$1.27M Sell
9,286
-8,986
-49% -$1.33M 0.73% 48
2021
Q4 		$2.89M Buy
+18,272
New +$3M 1.21% 21

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 $3.37T AUM 44.26% 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

Autumn Glory Partners's JPM Position: Q2 2026 in Review

Autumn Glory Partners increased its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, buying an estimated $311 and bringing the position to 10,293 shares worth $3.37M. The position accounts for 0.95% of the portfolio, ranked #28.

Autumn Glory Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Autumn Glory Partners held 10,293 shares of JPMorgan Chase worth $3.37M as of Q2 2026.
  • Autumn Glory Partners bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.95% of Autumn Glory Partners's portfolio in Q2 2026, its #28 holding.
  • Autumn Glory Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.