Achmea Investment Management B.V. JPM JPMorgan Chase & Co

Ownership history in Achmea Investment Management B.V.  ·  37 quarters on record

AI Ownership Summary

Achmea Investment Management B.V. reported JPMorgan Chase & Co (JPM) in 37 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.57% in 2025 Q4. The latest visible filing shows JPM at 2.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Achmea Investment Management B.V.'s position in JPMorgan Chase & Co, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 2.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.57% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Achmea Investment Management B.V. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12.8% +12.6% 377,971 -55,501 -12.8% 2.93% $111K 2026-05-13 $300.25
2025 Q4 REDUCED 433,472 -14,474 -3.2% 3.57% $139.7M 2026-02-18 $307.21
2025 Q3 ADDED 447,946 +7,970 +1.8% 1.76% $141.3M 2025-11-21 $295.17
2025 Q2 ADDED 439,976 +68,261 +18.4% 1.65% $127.6M 2025-08-06 $287.17
2025 Q1 ADDED 371,715 +66,028 +21.6% 1.33% $91.2M 2025-04-24 $239.97
2024 Q4 ADDED 305,687 +24,207 +8.6% 1.21% $73.3M 2025-02-10 $264.24
2024 Q3 REDUCED 281,480 -9,186 -3.2% 0.98% $59.4M 2024-11-12 $232.35
2024 Q2 ADDED 290,666 +50,993 +21.3% 1.05% $58.8M 2024-08-08 $196.71
2024 Q1 REDUCED 239,673 -2,867 -1.2% 0.91% $48.0M 2024-05-08 $187.57
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Achmea Investment Management B.V. and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Achmea Investment Management B.V. reported owning JPM?

Achmea Investment Management B.V. reported JPM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JPM position in Achmea Investment Management B.V.'s portfolio?

The largest reported portfolio weight for JPM was 3.57% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Achmea Investment Management B.V. reported 377,971 shares, equal to 2.93% of portfolio, with an estimated market value of $111K.

What does the chart on this JPM ownership page compare?

The chart compares Achmea Investment Management B.V.'s quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Achmea Investment Management B.V. time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Achmea Investment Management B.V. correctly timed 19 out of 35 reported position changes (54%). The annualised alpha on JPM relative to SPY over the holding period was +2.3%.

← Back to Achmea Investment Management B.V. Holdings