SEC 13F Intelligence

Advisors Asset Management, Inc. / JPM

Advisors Asset Management, Inc.’s Jpmorgan Chase & Co Position

Does Advisors Asset Management, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 76.5K shares worth $23M (+0.37% of its 13F portfolio) as of Q1 2026, up from 75.9K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
76.5K
% of Portfolio
+0.37%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $35MQ4 ’18Q1 ’19: $42MQ2 ’19: $47MQ3 ’19: $51MQ4 ’19: $64MQ4 ’19Q1 ’20: $62MQ2 ’20: $35MQ3 ’20: $38MQ4 ’20: $55MQ4 ’20Q1 ’21: $65MQ2 ’21: $64MQ3 ’21: $60MQ4 ’21: $52MQ4 ’21Q1 ’22: $40MQ2 ’22: $33MQ3 ’22: $32MQ4 ’22: $38MQ4 ’22Q1 ’23: $33MQ2 ’23: $29MQ3 ’23: $23MQ4 ’23: $18MQ4 ’23Q1 ’24: $16MQ2 ’24: $16MQ3 ’24: $16MQ4 ’24: $19MQ4 ’24Q1 ’25: $19MQ2 ’25: $20MQ3 ’25: $23MQ4 ’25: $24MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202676.5K$23M+0.37%
Q4 202575.9K$24M+0.41%
Q3 202571.4K$23M+0.38%
Q2 202569.4K$20M+0.36%
Q1 202576.0K$19M+0.35%
Q4 202477.5K$19M+0.34%
Q3 202476.8K$16M+0.30%
Q2 202478.6K$16M+0.31%
Q1 202479.9K$16M+0.31%
Q4 2023106.3K$18M+0.37%
Q3 2023159.2K$23M+0.50%
Q2 2023199.7K$29M+0.59%
Q1 2023250.2K$33M+0.66%
Q4 2022281.5K$38M+0.78%
Q3 2022305.1K$32M+0.67%
Q2 2022292.3K$33M+0.62%
Q1 2022294.9K$40M+0.62%
Q4 2021328.0K$52M+0.74%
Q3 2021364.1K$60M+0.91%
Q2 2021410.5K$64M+0.94%
Q1 2021423.7K$65M+1.00%
Q4 2020433.2K$55M+0.91%
Q3 2020396.8K$38M+0.71%
Q2 2020376.1K$35M+0.69%
Q1 2020447.8K$62M+1.09%
Q4 2019447.8K$64M+0.57%
Q3 2019432.7K$51M+0.94%
Q2 2019422.9K$47M+0.85%
Q1 2019410.5K$42M+0.74%
Q4 2018354.4K$35M+0.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Advisors Asset Management, Inc.’s full portfolio or all institutional holders of JPM.