Alphinity Investment Management’s JPMorgan Chase JPM Stock Holding History

Alphinity 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	$430M	Buy	1,312,865 +23,782	+2%	+$7.39M	7.15%	3
2026 Q1	$379M	Sell	1,289,083 -928,134	-42%	-$282M	6.68%	2
2025 Q4	$714M	Buy	2,217,217 +239,037	+12%	+$74M	7.23%	1
2025 Q3	$624M	Buy	1,978,180 +323,459	+20%	+$96.2M	6.09%	3
2025 Q2	$480M	Buy	+1,654,721	New	+$422M	4.11%	17
2018 Q3	–	Sell	-146,955	Closed	-$15.3M	–	28
2018 Q2	$15.3M	Buy	146,955 +207	+0.1%	+$22.7K	3.11%	20
2018 Q1	$16.1M	Buy	146,748 +106,866	+268%	+$12.1M	3.66%	14
2017 Q4	$4.26M	Buy	+39,882	New	+$4.04M	3.82%	16

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Alphinity Investment Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $7.39M and bringing the position to 1,312,865 shares worth $430M. The position accounts for 7.15% of the portfolio, ranked #3.

Alphinity Investment Management first reported a position in JPM in Q4 2017 and has held it in 8 quarters since. The position peaked at $714M in Q4 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Alphinity Investment Management held 1,312,865 shares of JPMorgan Chase worth $430M as of Q2 2026.
Alphinity Investment Management bought 23,782 JPMorgan Chase shares in Q2 2026, an estimated $7.39M.
JPMorgan Chase made up 7.15% of Alphinity Investment Management's portfolio in Q2 2026, its #3 holding.
Alphinity Investment Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 8 quarters since.
Alphinity Investment Management's JPMorgan Chase position peaked at $714M in Q4 2025.
2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.