JP Morgan Chase
AC

JP Morgan Chase’s Associated Capital Group AC Stock Holding History

JP Morgan Chase’s Portfolio AC Stock Details AC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-701
Closed -$26.3K – 7357
2025
Q2 		$26.3K Hold
701
– – ﹤0.01% 6109
2025
Q1 		$26.9K Sell
701
-5
-0.7% -$182 ﹤0.01% 6067
2024
Q4 		$24.2K Buy
706
+3
+0.4% +$109 ﹤0.01% 6217
2024
Q3 		$24.9K Buy
703
+697
+11,617% +$22.9K ﹤0.01% 6185
2024
Q2 		$204 Hold
6
– – ﹤0.01% 6784
2024
Q1 		$196 Hold
6
– – ﹤0.01% 6813
2023
Q4 		$214 Buy
6
+1
+20% +$34 ﹤0.01% 7041
2023
Q3 		$183 Buy
+5
New +$182 ﹤0.01% 6849
2023
Q2 		– Sell
-1,309
Closed -$48K – 6869
2023
Q1 		$48K Sell
1,309
-148
-10% -$5.52K ﹤0.01% 5714
2022
Q4 		$61K Buy
1,457
+368
+34% +$15K ﹤0.01% 5544
2022
Q3 		$40K Buy
1,089
+173
+19% +$6.78K ﹤0.01% 5615
2022
Q2 		$33K Sell
916
-469
-34% -$18K ﹤0.01% 5770
2022
Q1 		$58K Sell
1,385
-1,420
-51% -$58.9K ﹤0.01% 5733
2021
Q4 		$120K Buy
2,805
+1,453
+107% +$57.6K ﹤0.01% 5597
2021
Q3 		$51K Sell
1,352
-991
-42% -$36.9K ﹤0.01% 5833
2021
Q2 		$91K Sell
2,343
-3,302
-58% -$120K ﹤0.01% 5573
2021
Q1 		$202K Buy
5,645
+172
+3% +$6.1K ﹤0.01% 5145
2020
Q4 		$192K Buy
5,473
+3,658
+202% +$130K ﹤0.01% 4818
2020
Q3 		$66K Buy
1,815
+253
+16% +$9.65K ﹤0.01% 4859
2020
Q2 		$57K Buy
1,562
+626
+67% +$22.4K ﹤0.01% 4792
2020
Q1 		$29K Buy
936
+86
+10% +$3.44K ﹤0.01% 4866
2019
Q4 		$33K Sell
850
-8,972
-91% -$337K ﹤0.01% 5234
2019
Q3 		$348K Sell
9,822
-2,129
-18% -$77.6K ﹤0.01% 4347
2019
Q2 		$419K Sell
11,951
-15,604
-57% -$598K ﹤0.01% 4315
2019
Q1 		$1.08M Sell
27,555
-5,814
-17% -$238K ﹤0.01% 3757
2018
Q4 		$1.17M Buy
33,369
+9,246
+38% +$369K ﹤0.01% 3644
2018
Q3 		$1.02M Sell
24,123
-4,498
-16% -$172K ﹤0.01% 3905
2018
Q2 		$1.08M Buy
28,621
+10,982
+62% +$412K ﹤0.01% 3789
2018
Q1 		$657K Buy
17,639
+3,240
+23% +$115K ﹤0.01% 3894
2017
Q4 		$489K Buy
14,399
+13,435
+1,394% +$475K ﹤0.01% 4073
2017
Q3 		$35K Sell
964
-7,237
-88% -$245K ﹤0.01% 4539
2017
Q2 		$277K Buy
8,201
+267
+3% +$9.04K ﹤0.01% 3902
2017
Q1 		$285K Sell
7,934
-5,890
-43% -$214K ﹤0.01% 3941
2016
Q4 		$452K Buy
13,824
+13,736
+15,609% +$466K ﹤0.01% 3821
2016
Q3 		$3K Hold
88
– – ﹤0.01% 4402
2016
Q2 		$3K Sell
88
-207
-70% -$6.13K ﹤0.01% 4524
2016
Q1 		$8K Sell
295
-27
-8% -$742 ﹤0.01% 4282
2015
Q4 		$10K Buy
+322
New +$10.1K ﹤0.01% 4203

Other funds holding AC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

JP Morgan Chase's AC Position: Q3 2025 in Review

JP Morgan Chase sold out of Associated Capital Group (AC) in Q3 2025, closing a stake of 701 shares — an estimated $26.3K sold.

JP Morgan Chase first reported a position in AC in Q4 2015 and held it in 38 quarters. The position peaked at $1.17M in Q4 2018. 5 funds tracked by Wall St. Rank hold AC as of Q3 2025.

  • JP Morgan Chase reported no remaining Associated Capital Group position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 701 Associated Capital Group shares in Q3 2025, an estimated $26.3K.
  • JP Morgan Chase first reported a position in Associated Capital Group in Q4 2015 and held it in 38 quarters.
  • JP Morgan Chase's Associated Capital Group position peaked at $1.17M in Q4 2018.
  • 5 funds tracked by Wall St. Rank held Associated Capital Group as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.