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Alhambra Investment Management’s JPMorgan Chase JPM Stock Holding History

Alhambra Investment 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 		$2.16M Sell
6,611
-201
-3% -$62.4K 0.94% 25
2026
Q1 		$2M Sell
6,812
-357
-5% -$108K 0.93% 25
2025
Q4 		$2.31M Sell
7,169
-166
-2% -$51.4K 1.07% 24
2025
Q3 		$2.31M Sell
7,335
-58
-0.8% -$17.3K 1.1% 24
2025
Q2 		$2.14M Sell
7,393
-336
-4% -$85.7K 1.06% 26
2025
Q1 		$1.9M Sell
7,729
-94
-1% -$24K 0.98% 28
2024
Q4 		$1.88M Sell
7,823
-30
-0.4% -$6.99K 0.96% 27
2024
Q3 		$1.66M Buy
7,853
+223
+3% +$47K 0.86% 28
2024
Q2 		$1.54M Buy
7,630
+14
+0.2% +$2.74K 0.85% 29
2024
Q1 		$1.53M Sell
7,616
-72
-0.9% -$13K 0.83% 33
2023
Q4 		$1.31M Sell
7,688
-15
-0.2% -$2.27K 0.78% 32
2023
Q3 		$1.12M Sell
7,703
-88
-1% -$13.2K 0.74% 37
2023
Q2 		$1.13M Sell
7,791
-127
-2% -$17.5K 0.75% 35
2023
Q1 		$1.03M Buy
7,918
+46
+0.6% +$6.3K 0.71% 37
2022
Q4 		$1.06M Buy
7,872
+70
+0.9% +$8.87K 0.77% 35
2022
Q3 		$815K Buy
7,802
+93
+1% +$10.7K 0.62% 41
2022
Q2 		$868K Buy
7,709
+53
+0.7% +$6.57K 0.63% 41
2022
Q1 		$1.04M Buy
7,656
+253
+3% +$37.3K 0.69% 37
2021
Q4 		$1.17M Sell
7,403
-345
-4% -$56.7K 0.82% 32
2021
Q3 		$1.27M Sell
7,748
-150
-2% -$23.5K 0.97% 26
2021
Q2 		$1.23M Buy
7,898
+105
+1% +$16.5K 0.92% 27
2021
Q1 		$1.19M Buy
7,793
+48
+0.6% +$6.91K 0.96% 23
2020
Q4 		$984K Sell
7,745
-54
-0.7% -$6.04K 1.05% 19
2020
Q3 		$751K Buy
7,799
+4
+0.1% +$393 0.9% 26
2020
Q2 		$733K Sell
7,795
-207
-3% -$19.6K 0.96% 21
2020
Q1 		$720K Buy
8,002
+10
+0.1% +$1.22K 1.18% 21
2019
Q4 		$1.11M Buy
+7,992
New +$1.03M 1.28% 19

Other funds holding JPM

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Alhambra Investment Management's JPM Position: Q2 2026 in Review

Alhambra Investment Management reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $62.4K and leaving 6,611 shares worth $2.16M. The position accounts for 0.94% of the portfolio, ranked #25.

Alhambra Investment Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.31M in Q3 2025. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alhambra Investment Management held 6,611 shares of JPMorgan Chase worth $2.16M as of Q2 2026.
  • Alhambra Investment Management sold 201 JPMorgan Chase shares in Q2 2026, an estimated $62.4K.
  • JPMorgan Chase made up 0.94% of Alhambra Investment Management's portfolio in Q2 2026, its #25 holding.
  • Alhambra Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Alhambra Investment Management's JPMorgan Chase position peaked at $2.31M in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.