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
2023
Q3 		– Sell
-240,000
Closed -$1.98M – 7445
2023
Q2 		$1.98M Buy
+240,000
New +$2.04M ﹤0.01% 3549

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.