JP Morgan Chase
AGO icon

JP Morgan Chase’s Assured Guaranty AGO Stock Holding History

JP Morgan Chase’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-70,000
Closed -$3.43M – 5254
2019
Q4 		$3.43M Hold
70,000
– – ﹤0.01% 2988
2019
Q3 		$3.11M Hold
70,000
– – ﹤0.01% 3094
2019
Q2 		$2.92M Hold
70,000
– – ﹤0.01% 3109
2019
Q1 		$3.11M Buy
+70,000
New +$2.92M ﹤0.01% 3002
2016
Q4 		– Sell
-100,000
Closed -$2.77M – 4987
2016
Q3 		$2.77M Buy
+100,000
New +$2.7M ﹤0.01% 2601
2014
Q1 		– Sell
-122,300
Closed -$2.88M – 3562
2013
Q4 		$2.88M Hold
122,300
– – ﹤0.01% 2521
2013
Q3 		$2.29M Hold
122,300
– – ﹤0.01% 2717
2013
Q2 		$2.7M Buy
+122,300
New +$2.67M ﹤0.01% 2580

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

JP Morgan Chase reduced its Assured Guaranty (AGO) stake by 9.6% in Q1 2026, selling an estimated $864K and leaving 95,210 shares worth $7.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

JP Morgan Chase first reported a position in AGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $67.8M in Q3 2017. 370 funds tracked by Wall St. Rank hold AGO as of Q1 2026.

  • JP Morgan Chase held 95,210 shares of Assured Guaranty worth $7.66M as of Q1 2026.
  • JP Morgan Chase sold 10,126 Assured Guaranty shares in Q1 2026, an estimated $864K.
  • Assured Guaranty made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2928 holding.
  • JP Morgan Chase first reported a position in Assured Guaranty in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Assured Guaranty position peaked at $67.8M in Q3 2017.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2026.

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