JP Morgan Chase
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JP Morgan Chase’s AGNC Investment AGNC Stock Holding History

JP Morgan Chase’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-70,700
Closed -$740K – 7369
2024
Q3 		$740K Buy
+70,700
New +$719K ﹤0.01% 4665
2023
Q4 		– Sell
-196,100
Closed -$1.85M – 7487
2023
Q3 		$1.85M Buy
+196,100
New +$1.94M ﹤0.01% 3591
2015
Q2 		– Sell
-400,000
Closed -$8.53M – 4003
2015
Q1 		$8.53M Buy
+400,000
New +$8.65M ﹤0.01% 2004

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase increased its AGNC Investment (AGNC) stake by 24% in Q1 2026, buying an estimated $4.8M and bringing the position to 2,269,209 shares worth $22.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

JP Morgan Chase first reported a position in AGNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $94.7M in Q3 2016. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • JP Morgan Chase held 2,269,209 shares of AGNC Investment worth $22.3M as of Q1 2026.
  • JP Morgan Chase bought 434,461 AGNC Investment shares in Q1 2026, an estimated $4.8M.
  • AGNC Investment made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1980 holding.
  • JP Morgan Chase first reported a position in AGNC Investment in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's AGNC Investment position peaked at $94.7M in Q3 2016.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

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