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Alessandra Capital Management’s JPMorgan Chase JPM Stock Holding History

Alessandra Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$962K Buy
2,940
+130
+5% +$40.4K 0.68% 36
2026
Q1 		$827K Sell
2,810
-195
-6% -$59.2K 0.7% 39
2025
Q4 		$968K Buy
+3,005
New +$930K 0.86% 28

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Alessandra Capital Management's JPM Position: Q2 2026 in Review

Alessandra Capital Management increased its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, buying an estimated $40.4K and bringing the position to 2,940 shares worth $962K. The position accounts for 0.68% of the portfolio, ranked #36.

Alessandra Capital Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $968K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alessandra Capital Management held 2,940 shares of JPMorgan Chase worth $962K as of Q2 2026.
  • Alessandra Capital Management bought 130 JPMorgan Chase shares in Q2 2026, an estimated $40.4K.
  • JPMorgan Chase made up 0.68% of Alessandra Capital Management's portfolio in Q2 2026, its #36 holding.
  • Alessandra Capital Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Alessandra Capital Management's JPMorgan Chase position peaked at $968K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alessandra Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.