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 $13.2B AUM 32.43% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JP Morgan Chase reduced its Algonquin Power & Utilities (AQN) stake by 91% in Q2 2026, selling an estimated $16.2M and leaving 251,164 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #4399.

JP Morgan Chase first reported a position in AQN in Q1 2017 and has held it in 38 quarters since. The position peaked at $48.7M in Q1 2022. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • JP Morgan Chase held 251,164 shares of Algonquin Power & Utilities worth $1.5M as of Q2 2026.
  • JP Morgan Chase sold 2,675,303 Algonquin Power & Utilities shares in Q2 2026, an estimated $16.2M.
  • Algonquin Power & Utilities made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4399 holding.
  • JP Morgan Chase first reported a position in Algonquin Power & Utilities in Q1 2017 and has held it in 38 quarters since.
  • JP Morgan Chase's Algonquin Power & Utilities position peaked at $48.7M in Q1 2022.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

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