Swiss Life Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $168M | Sell |
512,674
-15,496
| -3% | -$4.81M | 0.69% | 24 |
|
|
2026
Q1 | $155M | Buy |
528,170
+8,450
| +2% | +$2.56M | 0.76% | 20 |
|
|
2025
Q4 | $167M | Buy |
519,720
+33,949
| +7% | +$10.5M | 0.85% | 16 |
|
|
2025
Q3 | $153M | Buy |
485,771
+529
| +0.1% | +$157K | 0.8% | 20 |
|
|
2025
Q2 | $141M | Buy |
485,242
+36,737
| +8% | +$9.37M | 0.83% | 20 |
|
|
2025
Q1 | $110M | Buy |
448,505
+21,195
| +5% | +$5.4M | 0.8% | 24 |
|
|
2024
Q4 | $102M | Buy |
427,310
+98,002
| +30% | +$22.8M | 0.76% | 22 |
|
|
2024
Q3 | $69.4M | Sell |
329,308
-57,620
| -15% | -$12.1M | 0.79% | 21 |
|
|
2024
Q2 | $78.3M | Buy |
386,928
+28,120
| +8% | +$5.5M | 0.92% | 16 |
|
|
2024
Q1 | $71.9M | Sell |
358,808
-179,064
| -33% | -$32.3M | 1% | 16 |
|
|
2023
Q4 | $91.6M | Buy |
537,872
+162,550
| +43% | +$24.6M | 1.1% | 12 |
|
|
2023
Q3 | $54.4M | Buy |
375,322
+69,872
| +23% | +$10.5M | 0.84% | 19 |
|
|
2023
Q2 | $44.4M | Sell |
305,450
-43,873
| -13% | -$6.03M | 0.66% | 23 |
|
|
2023
Q1 | $45.5M | Sell |
349,323
-10,363
| -3% | -$1.42M | 0.69% | 21 |
|
|
2022
Q4 | $48.3M | Buy |
359,686
+2,890
| +0.8% | +$366K | 0.81% | 18 |
|
|
2022
Q3 | $37.3M | Sell |
356,796
-31,398
| -8% | -$3.6M | 0.64% | 23 |
|
|
2022
Q2 | $43.7M | Buy |
388,194
+21,563
| +6% | +$2.67M | 0.71% | 21 |
|
|
2022
Q1 | $50M | Sell |
366,631
-12,558
| -3% | -$1.85M | 0.7% | 21 |
|
|
2021
Q4 | $60.1M | Sell |
379,189
-29,411
| -7% | -$4.83M | 0.78% | 14 |
|
|
2021
Q3 | $66.9M | Sell |
408,600
-37,376
| -8% | -$5.86M | 0.93% | 11 |
|
|
2021
Q2 | $62.7M | Sell |
445,976
-37,540
| -8% | -$5.9M | 0.63% | 17 |
|
|
2021
Q1 | $73.6M | Buy |
483,516
+61,785
| +15% | +$8.89M | 1.05% | 8 |
|
|
2020
Q4 | $53.6M | Sell |
421,731
-211,011
| -33% | -$23.6M | 0.78% | 17 |
|
|
2020
Q3 | $60.9M | Sell |
632,742
-4,570
| -0.7% | -$449K | 0.91% | 19 |
|
|
2020
Q2 | $59.9M | Sell |
637,312
-18,998
| -3% | -$1.8M | 0.97% | 18 |
|
|
2020
Q1 | $59.1M | Buy |
656,310
+119,148
| +22% | +$14.5M | 1.12% | 12 |
|
|
2019
Q4 | $74.9M | Sell |
537,162
-469,742
| -47% | -$60.2M | 1.42% | 9 |
|
|
2019
Q3 | $119M | Sell |
1,006,904
-149,156
| -13% | -$16.9M | 1.55% | 9 |
|
|
2019
Q2 | $129M | Sell |
1,156,060
-27,549
| -2% | -$3.04M | 1.56% | 10 |
|
|
2019
Q1 | $120M | Buy |
1,183,609
+192,849
| +19% | +$19.9M | 1.52% | 10 |
|
|
2018
Q4 | $96.7M | Sell |
990,760
-42,669
| -4% | -$4.55M | 1.97% | 6 |
|
|
2018
Q3 | $117M | Buy |
1,033,429
+166,634
| +19% | +$18.9M | 1.56% | 8 |
|
|
2018
Q2 | $90.3M | Sell |
866,795
-10,049
| -1% | -$1.1M | 1.35% | 12 |
|
|
2018
Q1 | $96.4M | Buy |
876,844
+104,810
| +14% | +$11.9M | 1.69% | 6 |
|
|
2017
Q4 | $82.6M | Buy |
772,034
+70,721
| +10% | +$7.16M | 1.84% | 5 |
|
|
2017
Q3 | $67M | Buy |
701,313
+34,985
| +5% | +$3.23M | 1.79% | 6 |
|
|
2017
Q2 | $60.9M | Buy |
666,328
+3,968
| +0.6% | +$342K | 1.57% | 6 |
|
|
2017
Q1 | $58.2M | Buy |
662,360
+99,127
| +18% | +$8.75M | 1.57% | 7 |
|
|
2016
Q4 | $48.6M | Buy |
563,233
+207,930
| +59% | +$15.9M | 1.63% | 8 |
|
|
2016
Q3 | $23.7M | Buy |
355,303
+2,125
| +0.6% | +$139K | 0.81% | 19 |
|
|
2016
Q2 | $21.9M | Buy |
353,178
+1,331
| +0.4% | +$83.1K | 0.9% | 20 |
|
|
2016
Q1 | $20.8M | Sell |
351,847
-5,570
| -2% | -$325K | 0.88% | 19 |
|
|
2015
Q4 | $23.6M | Buy |
357,417
+678
| +0.2% | +$44.1K | 1.05% | 11 |
|
|
2015
Q3 | $21.8M | Buy |
356,739
+26,197
| +8% | +$1.72M | 1.06% | 13 |
|
|
2015
Q2 | $22.4M | Sell |
330,542
-12,095
| -4% | -$790K | 0.79% | 12 |
|
|
2015
Q1 | $20.8M | Buy |
+342,637
| New | +$20.3M | 0.84% | 14 |
|
Other funds holding JPM
N
Swiss Life Asset Management's JPM Position: Q2 2026 in Review
Swiss Life Asset Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $4.81M and leaving 512,674 shares worth $168M. The position accounts for 0.69% of the portfolio, ranked #24.
Swiss Life Asset Management first reported a position in JPM in Q1 2015 and has held it in 46 quarters since. 3,954 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Swiss Life Asset Management held 512,674 shares of JPMorgan Chase worth $168M as of Q2 2026.
- Swiss Life Asset Management sold 15,496 JPMorgan Chase shares in Q2 2026, an estimated $4.81M.
- JPMorgan Chase made up 0.69% of Swiss Life Asset Management's portfolio in Q2 2026, its #24 holding.
- Swiss Life Asset Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 46 quarters since.
- 3,954 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.