JP Morgan Chase

JP Morgan Chase’s AES AES Stock Holding History

JP Morgan Chase’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$92.5K	Buy	+6,600	New	+$98.3K	﹤0.01%	5872
2025 Q1	–	Sell	-300	Closed	-$3.86K	–	7289
2024 Q4	$3.86K	Hold	300	–	–	﹤0.01%	6559
2024 Q3	$6.02K	Sell	300 -1,000	-77%	-$17.7K	﹤0.01%	6456
2024 Q2	$22.8K	Sell	1,300 -90,700	-99%	-$1.72M	﹤0.01%	6099
2024 Q1	$1.65M	Hold	92,000	–	–	﹤0.01%	3995
2023 Q4	$1.77M	Buy	+92,000	New	+$1.5M	﹤0.01%	3930
2023 Q3	–	Sell	-33,000	Closed	-$684K	–	7430
2023 Q2	$684K	Buy	+33,000	New	+$727K	﹤0.01%	4305
2022 Q2	–	Sell	-38,800	Closed	-$998K	–	6428
2022 Q1	$998K	Sell	38,800 -59,900	-61%	-$1.35M	﹤0.01%	4265
2021 Q4	$2.4M	Buy	98,700 +52,600	+114%	+$1.28M	﹤0.01%	3717
2021 Q3	$1.05M	Hold	46,100	–	–	﹤0.01%	4267
2021 Q2	$1.2M	Buy	+46,100	New	+$1.22M	﹤0.01%	4170
2020 Q2	–	Sell	-141,600	Closed	-$1.93M	–	5332
2020 Q1	$1.93M	Buy	+141,600	New	+$2.54M	﹤0.01%	2997
2014 Q4	–	Sell	-40,000	Closed	-$567K	–	4204
2014 Q3	$567K	Buy	+40,000	New	+$595K	﹤0.01%	3608

Other funds holding AES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return