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 $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase's AMG Position: Q2 2026 in Review

JP Morgan Chase reduced its Affiliated Managers Group (AMG) stake by 7.9% in Q2 2026, selling an estimated $3.45M and leaving 129,402 shares worth $44.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

JP Morgan Chase first reported a position in AMG in Q2 2013 and has held it in 53 quarters since. The position peaked at $565M in Q4 2014. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • JP Morgan Chase held 129,402 shares of Affiliated Managers Group worth $44.7M as of Q2 2026.
  • JP Morgan Chase sold 11,138 Affiliated Managers Group shares in Q2 2026, an estimated $3.45M.
  • Affiliated Managers Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1559 holding.
  • JP Morgan Chase first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Affiliated Managers Group position peaked at $565M in Q4 2014.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.