JP Morgan Chase
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JP Morgan Chase’s Algonquin Power & Utilities AQN Stock Holding History

JP Morgan Chase’s Portfolio AQN Stock Details AQN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Buy
2,926,467
+2,665,123
+1,020% +$17.3M ﹤0.01% 2164
2025
Q4 		$1.61M Sell
261,344
-10,000
-4% -$59.4K ﹤0.01% 4259
2025
Q3 		$1.46M Buy
271,344
+35,039
+15% +$201K ﹤0.01% 4313
2025
Q2 		$1.35M Sell
236,305
-1,963
-0.8% -$10.8K ﹤0.01% 4195
2025
Q1 		$1.22M Buy
238,268
+21,624
+10% +$102K ﹤0.01% 4211
2024
Q4 		$964K Sell
216,644
-72,915
-25% -$352K ﹤0.01% 4658
2024
Q3 		$1.58M Sell
289,559
-820,871
-74% -$4.67M ﹤0.01% 4178
2024
Q2 		$6.51M Sell
1,110,430
-610,381
-35% -$3.78M ﹤0.01% 2830
2024
Q1 		$10.9M Buy
1,720,811
+83,463
+5% +$506K ﹤0.01% 2403
2023
Q4 		$10.3M Sell
1,637,348
-1,809,239
-52% -$10.6M ﹤0.01% 2443
2023
Q3 		$20.4M Buy
3,446,587
+81,728
+2% +$616K ﹤0.01% 1665
2023
Q2 		$27.8M Buy
3,364,859
+5,697
+0.2% +$48.4K ﹤0.01% 1464
2023
Q1 		$28.2M Buy
3,359,162
+105,671
+3% +$795K ﹤0.01% 1411
2022
Q4 		$21.2M Sell
3,253,491
-14,295
-0.4% -$127K ﹤0.01% 1626
2022
Q3 		$35.7M Sell
3,267,786
-68,640
-2% -$931K 0.01% 1216
2022
Q2 		$44.8M Buy
3,336,426
+201,669
+6% +$2.92M 0.01% 1098
2022
Q1 		$48.7M Buy
3,134,757
+181,529
+6% +$2.62M 0.01% 1177
2021
Q4 		$42.7M Buy
2,953,228
+270,441
+10% +$3.87M ﹤0.01% 1292
2021
Q3 		$39.3M Buy
2,682,787
+285,332
+12% +$4.4M ﹤0.01% 1313
2021
Q2 		$35.7M Buy
2,397,455
+64,907
+3% +$1.02M ﹤0.01% 1394
2021
Q1 		$36.9M Sell
2,332,548
-112,631
-5% -$1.86M ﹤0.01% 1309
2020
Q4 		$40.2M Buy
2,445,179
+79,502
+3% +$1.25M 0.01% 1177
2020
Q3 		$33.8M Buy
2,365,677
+440,829
+23% +$6.05M 0.01% 1179
2020
Q2 		$24.9M Sell
1,924,848
-252,366
-12% -$3.45M ﹤0.01% 1238
2020
Q1 		$29.2M Sell
2,177,214
-67,340
-3% -$981K 0.01% 1047
2019
Q4 		$31.8M Buy
2,244,554
+822,533
+58% +$11.4M 0.01% 1241
2019
Q3 		$19.5M Sell
1,422,021
-135,929
-9% -$1.76M ﹤0.01% 1600
2019
Q2 		$18.8M Buy
1,557,950
+745,193
+92% +$8.71M ﹤0.01% 1599
2019
Q1 		$9.16M Buy
812,757
+8,735
+1% +$95.4K ﹤0.01% 2126
2018
Q4 		$8.08M Buy
804,022
+672,127
+510% +$6.92M ﹤0.01% 2192
2018
Q3 		$1.37M Buy
131,895
+19,054
+17% +$192K ﹤0.01% 3716
2018
Q2 		$1.09M Buy
112,841
+56,341
+100% +$550K ﹤0.01% 3779
2018
Q1 		$560K Sell
56,500
-459,717
-89% -$4.75M ﹤0.01% 3960
2017
Q4 		$5.76M Buy
516,217
+99,182
+24% +$1.08M ﹤0.01% 2570
2017
Q3 		$4.4M Sell
417,035
-15,335
-4% -$163K ﹤0.01% 2650
2017
Q2 		$4.56M Buy
432,370
+431,500
+49,598% +$4.32M ﹤0.01% 2530
2017
Q1 		$8K Buy
+870
New +$7.83K ﹤0.01% 4836

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase increased its Algonquin Power & Utilities (AQN) stake by 1,020% in Q1 2026, buying an estimated $17.3M and bringing the position to 2,926,467 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

JP Morgan Chase first reported a position in AQN in Q1 2017 and has held it in 37 quarters since. The position peaked at $48.7M in Q1 2022. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • JP Morgan Chase held 2,926,467 shares of Algonquin Power & Utilities worth $18M as of Q1 2026.
  • JP Morgan Chase bought 2,665,123 Algonquin Power & Utilities shares in Q1 2026, an estimated $17.3M.
  • Algonquin Power & Utilities made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2164 holding.
  • JP Morgan Chase first reported a position in Algonquin Power & Utilities in Q1 2017 and has held it in 37 quarters since.
  • JP Morgan Chase's Algonquin Power & Utilities position peaked at $48.7M in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

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