AlphaGrep UK
JPM icon

AlphaGrep UK’s JPMorgan Chase JPM Stock Holding History

AlphaGrep UK’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
Q3 		$348K Sell
1,053
-238
-18% -$83.2K 0.1% 411
2026
Q2 		$423K Sell
1,291
-3,000
-70% -$932K 0.13% 300
2026
Q1 		$1.26M Buy
4,291
+3,400
+382% +$1.03M 0.37% 12
2025
Q4 		$287K Buy
+891
New +$276K 0.1% 455

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AlphaGrep UK's JPM Position: Q3 2026 in Review

AlphaGrep UK reduced its JPMorgan Chase (JPM) stake by 18% in Q3 2026, selling an estimated $83.2K and leaving 1,053 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #411.

AlphaGrep UK first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q1 2026. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • AlphaGrep UK held 1,053 shares of JPMorgan Chase worth $348K as of Q3 2026.
  • AlphaGrep UK sold 238 JPMorgan Chase shares in Q3 2026, an estimated $83.2K.
  • JPMorgan Chase made up 0.1% of AlphaGrep UK's portfolio in Q3 2026, its #411 holding.
  • AlphaGrep UK first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • AlphaGrep UK's JPMorgan Chase position peaked at $1.26M in Q1 2026.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.