JP Morgan Chase
AMG icon

JP Morgan Chase’s Affiliated Managers Group AMG Stock Holding History

JP Morgan Chase’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,000
Closed -$1.02M – 5025
2016
Q4 		$1.02M Buy
+7,000
New +$1.02M ﹤0.01% 3439

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase increased its Affiliated Managers Group (AMG) stake by 5% in Q1 2026, buying an estimated $2M and bringing the position to 140,540 shares worth $37.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

JP Morgan Chase first reported a position in AMG in Q2 2013 and has held it in 52 quarters since. The position peaked at $565M in Q4 2014. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • JP Morgan Chase held 140,540 shares of Affiliated Managers Group worth $37.9M as of Q1 2026.
  • JP Morgan Chase bought 6,643 Affiliated Managers Group shares in Q1 2026, an estimated $2M.
  • Affiliated Managers Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1576 holding.
  • JP Morgan Chase first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Affiliated Managers Group position peaked at $565M in Q4 2014.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

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