JP Morgan Chase
AOMR

JP Morgan Chase’s Angel Oak Mortgage REIT AOMR Stock Holding History

JP Morgan Chase’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Sell
184,255
-390,780
-68% -$3.36M ﹤0.01% 4332
2026
Q1 		$4.7M Buy
575,035
+378,803
+193% +$3.29M ﹤0.01% 3370
2025
Q4 		$1.69M Buy
196,232
+50,667
+35% +$453K ﹤0.01% 4218
2025
Q3 		$1.36M Buy
145,565
+117,956
+427% +$1.13M ﹤0.01% 4360
2025
Q2 		$260K Sell
27,609
-75,071
-73% -$682K ﹤0.01% 5106
2025
Q1 		$979K Buy
102,680
+73,749
+255% +$733K ﹤0.01% 4362
2024
Q4 		$268K Buy
28,931
+1,730
+6% +$16.6K ﹤0.01% 5348
2024
Q3 		$284K Buy
27,201
+20,142
+285% +$233K ﹤0.01% 5236
2024
Q2 		$92.5K Sell
7,059
-18,020
-72% -$210K ﹤0.01% 5551
2024
Q1 		$269K Buy
25,079
+2,971
+13% +$31.4K ﹤0.01% 5179
2023
Q4 		$234K Buy
22,108
+14,305
+183% +$135K ﹤0.01% 5300
2023
Q3 		$66.6K Sell
7,803
-2,331
-23% -$21.1K ﹤0.01% 5700
2023
Q2 		$83.5K Buy
10,134
+861
+9% +$6.64K ﹤0.01% 5541
2023
Q1 		$68K Buy
9,273
+2,482
+37% +$18.3K ﹤0.01% 5589
2022
Q4 		$32K Buy
6,791
+273
+4% +$2.25K ﹤0.01% 5740
2022
Q3 		$78K Sell
6,518
-27,548
-81% -$389K ﹤0.01% 5400
2022
Q2 		$442K Sell
34,066
-67,261
-66% -$994K ﹤0.01% 4640
2022
Q1 		$1.66M Buy
101,327
+33,129
+49% +$548K ﹤0.01% 3903
2021
Q4 		$1.12M Buy
68,198
+61,187
+873% +$1.05M ﹤0.01% 4310
2021
Q3 		$119K Buy
+7,011
New +$125K ﹤0.01% 5483

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase reduced its Angel Oak Mortgage REIT (AOMR) stake by 68% in Q2 2026, selling an estimated $3.36M and leaving 184,255 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #4332.

JP Morgan Chase first reported a position in AOMR in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.7M in Q1 2026. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • JP Morgan Chase held 184,255 shares of Angel Oak Mortgage REIT worth $1.65M as of Q2 2026.
  • JP Morgan Chase sold 390,780 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $3.36M.
  • Angel Oak Mortgage REIT made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4332 holding.
  • JP Morgan Chase first reported a position in Angel Oak Mortgage REIT in Q3 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's Angel Oak Mortgage REIT position peaked at $4.7M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

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