JP Morgan Chase’s Agilon Health AGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,856	Closed	-$957K	–	7395
2024 Q2	$957K	Hold	5,856	–	–	﹤0.01%	4302
2024 Q1	$893K	Hold	5,856	–	–	﹤0.01%	4427
2023 Q4	$1.84M	Buy	+5,856	New	+$2.12M	﹤0.01%	3896
2023 Q2	–	Sell	-10,000	Closed	-$5.94M	–	6883
2023 Q1	$5.94M	Buy	+10,000	New	+$5.6M	﹤0.01%	2690
2022 Q4	–	Sell	-9,900	Closed	-$5.8M	–	6506
2022 Q3	$5.8M	Hold	9,900	–	–	﹤0.01%	2618
2022 Q2	$5.4M	Sell	9,900 -3,164	-24%	-$1.6M	﹤0.01%	2729
2022 Q1	$8.28M	Buy	13,064 +3,900	+43%	+$2.01M	﹤0.01%	2560
2021 Q4	$6.19M	Buy	+9,164	New	+$5.58M	﹤0.01%	2870

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

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

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

JP Morgan Chase's AGL Position: Q1 2026 in Review

JP Morgan Chase increased its Agilon Health (AGL) stake by 46% in Q1 2026, buying an estimated $146K and bringing the position to 28,690 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #6761.

JP Morgan Chase first reported a position in AGL in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.08M in Q1 2025. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

JP Morgan Chase held 28,690 shares of Agilon Health worth $9.22K as of Q1 2026.
JP Morgan Chase bought 9,012 Agilon Health shares in Q1 2026, an estimated $146K.
Agilon Health made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6761 holding.
JP Morgan Chase first reported a position in Agilon Health in Q2 2021 and has held it in 20 quarters since.
JP Morgan Chase's Agilon Health position peaked at $7.08M in Q1 2025.
97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.