JP Morgan Chase’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.9M | Buy |
140,540
+6,643
| +5% | +$2M | ﹤0.01% | 1576 |
|
|
2025
Q4 | $38.6M | Buy |
133,897
+8,254
| +7% | +$2.13M | ﹤0.01% | 1538 |
|
|
2025
Q3 | $30M | Sell |
125,643
-13,222
| -10% | -$2.91M | ﹤0.01% | 1770 |
|
|
2025
Q2 | $27.3M | Sell |
138,865
-7,735
| -5% | -$1.34M | ﹤0.01% | 1727 |
|
|
2025
Q1 | $24.6M | Sell |
146,600
-17,516
| -11% | -$3.05M | ﹤0.01% | 1749 |
|
|
2024
Q4 | $30.3M | Sell |
164,116
-12,614
| -7% | -$2.35M | ﹤0.01% | 1661 |
|
|
2024
Q3 | $31.4M | Sell |
176,730
-5,383
| -3% | -$914K | ﹤0.01% | 1642 |
|
|
2024
Q2 | $28.5M | Sell |
182,113
-1,675
| -0.9% | -$267K | ﹤0.01% | 1594 |
|
|
2024
Q1 | $30.8M | Buy |
183,788
+4,958
| +3% | +$771K | ﹤0.01% | 1590 |
|
|
2023
Q4 | $27.1M | Buy |
178,830
+21,496
| +14% | +$2.89M | ﹤0.01% | 1605 |
|
|
2023
Q3 | $20.5M | Sell |
157,334
-22,365
| -12% | -$3.13M | ﹤0.01% | 1661 |
|
|
2023
Q2 | $26.9M | Buy |
179,699
+10,548
| +6% | +$1.51M | ﹤0.01% | 1490 |
|
|
2023
Q1 | $24.1M | Buy |
169,151
+11,177
| +7% | +$1.77M | ﹤0.01% | 1529 |
|
|
2022
Q4 | $25M | Sell |
157,974
-27,764
| -15% | -$3.93M | ﹤0.01% | 1494 |
|
|
2022
Q3 | $20.8M | Sell |
185,738
-506,182
| -73% | -$63.5M | ﹤0.01% | 1552 |
|
|
2022
Q2 | $80.7M | Buy |
691,920
+53,161
| +8% | +$6.84M | 0.01% | 833 |
|
|
2022
Q1 | $90M | Sell |
638,759
-178,145
| -22% | -$25.6M | 0.01% | 882 |
|
|
2021
Q4 | $134M | Buy |
816,904
+20,179
| +3% | +$3.38M | 0.02% | 748 |
|
|
2021
Q3 | $120M | Buy |
796,725
+37,917
| +5% | +$6.21M | 0.02% | 783 |
|
|
2021
Q2 | $117M | Buy |
758,808
+516,751
| +213% | +$82.4M | 0.02% | 822 |
|
|
2021
Q1 | $36.1M | Buy |
242,057
+85,661
| +55% | +$11.2M | 0.01% | 1322 |
|
|
2020
Q4 | $15.9M | Sell |
156,396
-55,099
| -26% | -$4.76M | ﹤0.01% | 1811 |
|
|
2020
Q3 | $14.4M | Buy |
211,495
+28,288
| +15% | +$1.98M | ﹤0.01% | 1737 |
|
|
2020
Q2 | $13.7M | Buy |
183,207
+59,720
| +48% | +$4.04M | ﹤0.01% | 1663 |
|
|
2020
Q1 | $7.3M | Sell |
123,487
-100,335
| -45% | -$7.52M | ﹤0.01% | 1984 |
|
|
2019
Q4 | $19M | Buy |
223,822
+165,816
| +286% | +$13.6M | ﹤0.01% | 1638 |
|
|
2019
Q3 | $4.83M | Sell |
58,006
-31,812
| -35% | -$2.66M | ﹤0.01% | 2720 |
|
|
2019
Q2 | $8.21M | Buy |
89,818
+48,672
| +118% | +$4.78M | ﹤0.01% | 2260 |
|
|
2019
Q1 | $4.41M | Sell |
41,146
-38,302
| -48% | -$4.07M | ﹤0.01% | 2680 |
|
|
2018
Q4 | $7.74M | Sell |
79,448
-3,907
| -5% | -$441K | ﹤0.01% | 2223 |
|
|
2018
Q3 | $11.4M | Sell |
83,355
-221,359
| -73% | -$32.7M | ﹤0.01% | 2088 |
|
|
2018
Q2 | $45.3M | Sell |
304,714
-260,636
| -46% | -$43M | 0.01% | 1026 |
|
|
2018
Q1 | $107M | Buy |
565,350
+110,284
| +24% | +$21.5M | 0.02% | 604 |
|
|
2017
Q4 | $93.4M | Sell |
455,066
-138,235
| -23% | -$26.8M | 0.02% | 686 |
|
|
2017
Q3 | $112M | Buy |
593,301
+83,018
| +16% | +$14.8M | 0.03% | 577 |
|
|
2017
Q2 | $84.6M | Sell |
510,283
-747,905
| -59% | -$119M | 0.02% | 680 |
|
|
2017
Q1 | $206M | Sell |
1,258,188
-206,290
| -14% | -$32.6M | 0.05% | 402 |
|
|
2016
Q4 | $213M | Buy |
1,464,478
+211,934
| +17% | +$30.8M | 0.06% | 376 |
|
|
2016
Q3 | $181M | Buy |
1,252,544
+36,345
| +3% | +$5.2M | 0.05% | 391 |
|
|
2016
Q2 | $171M | Buy |
1,216,199
+3,307
| +0.3% | +$541K | 0.05% | 410 |
|
|
2016
Q1 | $197M | Sell |
1,212,892
-44,760
| -4% | -$6.24M | 0.05% | 375 |
|
|
2015
Q4 | $201M | Sell |
1,257,652
-15,783
| -1% | -$2.71M | 0.05% | 386 |
|
|
2015
Q3 | $218M | Sell |
1,273,435
-641,905
| -34% | -$126M | 0.06% | 344 |
|
|
2015
Q2 | $419M | Sell |
1,915,340
-395,519
| -17% | -$87.9M | 0.1% | 227 |
|
|
2015
Q1 | $496M | Sell |
2,310,859
-349,428
| -13% | -$73.7M | 0.12% | 200 |
|
|
2014
Q4 | $565M | Buy |
2,660,287
+23,809
| +0.9% | +$4.73M | 0.14% | 182 |
|
|
2014
Q3 | $528M | Buy |
2,636,478
+435,956
| +20% | +$89M | 0.13% | 182 |
|
|
2014
Q2 | $452M | Buy |
2,200,522
+440,291
| +25% | +$85.1M | 0.12% | 201 |
|
|
2014
Q1 | $352M | Buy |
1,760,231
+196,180
| +13% | +$38.5M | 0.1% | 230 |
|
|
2013
Q4 | $339M | Buy |
1,564,051
+705,004
| +82% | +$141M | 0.1% | 233 |
|
|
2013
Q3 | $157M | Buy |
859,047
+639,990
| +292% | +$114M | 0.05% | 396 |
|
|
2013
Q2 | $35.9M | Buy |
+219,057
| New | +$34.6M | 0.01% | 906 |
|
Other funds holding AMG
VPM
VCM
AI
