Alpine Bank Wealth Management’s JPMorgan Chase JPM Stock Holding History

Alpine Bank Wealth 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	$5.62M	Sell	17,173 -244	-1%	-$75.8K	0.72%	27
2026 Q1	$5.12M	Sell	17,417 -209	-1%	-$63.4K	0.74%	22
2025 Q4	$5.68M	Sell	17,626 -53	-0.3%	-$16.4K	0.8%	16
2025 Q3	$5.58M	Buy	17,679 +30	+0.2%	+$8.92K	0.78%	18
2025 Q2	$5.12M	Sell	17,649 -127	-0.7%	-$32.4K	0.77%	17
2025 Q1	$4.36M	Buy	+17,776	New	+$4.53M	0.7%	23
2024 Q3	$3.76M	Buy	+17,838	New	+$3.76M	0.6%	25

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alpine Bank Wealth Management's JPM Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $75.8K and leaving 17,173 shares worth $5.62M. The position accounts for 0.72% of the portfolio, ranked #27.

Alpine Bank Wealth Management first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.68M in Q4 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Alpine Bank Wealth Management held 17,173 shares of JPMorgan Chase worth $5.62M as of Q2 2026.
Alpine Bank Wealth Management sold 244 JPMorgan Chase shares in Q2 2026, an estimated $75.8K.
JPMorgan Chase made up 0.72% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #27 holding.
Alpine Bank Wealth Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's JPMorgan Chase position peaked at $5.68M in Q4 2025.
5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.