ALPS Advisors’s JPMorgan Chase JPM Stock Holding History

ALPS Advisors’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 Q1	$6.1M	Sell	20,746 -1,680	-7%	-$510K	0.03%	226
2025 Q4	$7.23M	Buy	22,426 +187	+0.8%	+$57.9K	0.04%	207
2025 Q3	$7.01M	Buy	22,239 +2,172	+11%	+$646K	0.04%	209
2025 Q2	$5.82M	Sell	20,067 -612	-3%	-$156K	0.03%	215
2025 Q1	$5.07M	Sell	20,679 -917	-4%	-$234K	0.03%	228
2024 Q4	$5.18M	Sell	21,596 -683	-3%	-$159K	0.03%	229
2024 Q3	$4.7M	Sell	22,279 -151,996	-87%	-$32M	0.03%	240
2024 Q2	$35.2M	Sell	174,275 -1,386	-0.8%	-$271K	0.24%	34
2024 Q1	$35.2M	Buy	175,661 +1,210	+0.7%	+$218K	0.25%	39
2023 Q4	$29.7M	Buy	174,451 +923	+0.5%	+$140K	0.23%	52
2023 Q3	$25.2M	Buy	173,528 +165,309	+2,011%	+$24.8M	0.21%	55
2023 Q2	$1.2M	Buy	8,219 +3,560	+76%	+$490K	0.01%	430
2023 Q1	$607K	Sell	4,659 -4,661	-50%	-$639K	0.01%	559
2022 Q4	$1.25M	Buy	9,320 +218	+2%	+$27.6K	0.01%	401
2022 Q3	$951K	Sell	9,102 -11,011	-55%	-$1.26M	0.01%	481
2022 Q2	$2.27M	Buy	20,113 +11,593	+136%	+$1.44M	0.02%	296
2022 Q1	$1.16M	Sell	8,520 -2,420	-22%	-$357K	0.01%	295
2021 Q4	$1.73M	Sell	10,940 -1,022,895	-99%	-$168M	0.02%	304
2021 Q3	$169M	Buy	1,033,835 +655	+0.1%	+$103K	1.63%	15
2021 Q2	$161M	Buy	1,033,180 +1,900	+0.2%	+$298K	1.42%	16
2021 Q1	$157M	Buy	1,031,280 +10	+0%	+$1.44K	1.53%	14
2020 Q4	$131M	Buy	1,031,270 +3,270	+0.3%	+$366K	1.48%	14
2020 Q3	$99M	Sell	1,028,000 -2,158	-0.2%	-$212K	1.46%	15
2020 Q2	$96.9M	Sell	1,030,158 -240	-0%	-$22.8K	1.3%	14
2020 Q1	$92.8M	Sell	1,030,398 -42,257	-4%	-$5.13M	1.44%	14
2019 Q4	$150M	Sell	1,072,655 -2,307	-0.2%	-$296K	1.17%	20
2019 Q3	$127M	Sell	1,074,962 -5,536	-0.5%	-$626K	0.99%	21
2019 Q2	$121M	Buy	1,080,498 +8,976	+0.8%	+$990K	0.89%	22
2019 Q1	$108M	Sell	1,071,522 -20,719	-2%	-$2.13M	0.77%	24
2018 Q4	$107M	Buy	1,092,241 +9,866	+0.9%	+$1.05M	0.83%	26
2018 Q3	$122M	Buy	1,082,375 +8,383	+0.8%	+$952K	0.8%	26
2018 Q2	$112M	Buy	1,073,992 +1,033,965	+2,583%	+$113M	0.73%	29
2018 Q1	$4.4M	Buy	40,027 +14,624	+58%	+$1.66M	0.04%	158
2017 Q4	$2.72M	Buy	25,403 +11,147	+78%	+$1.13M	0.02%	173
2017 Q3	$1.36M	Buy	14,256 +1,398	+11%	+$129K	0.01%	216
2017 Q2	$1.18M	Buy	12,858 +1,025	+9%	+$88.4K	0.01%	212
2017 Q1	$1.04M	Buy	11,833 +7,598	+179%	+$670K	0.01%	214
2016 Q4	$365K	Buy	+4,235	New	+$323K	﹤0.01%	641
2016 Q1	–	Sell	-8,457	Closed	-$558K	–	712
2015 Q4	$558K	Sell	8,457 -319,266	-97%	-$20.8M	0.01%	319
2015 Q3	$200K	Sell	327,723 -39,222	-11%	-$2.57M	0.21%	55
2015 Q2	$24.9M	Sell	366,945 -20,493	-5%	-$1.34M	0.21%	49
2015 Q1	$23.5M	Buy	387,438 +39,757	+11%	+$2.35M	0.19%	73
2014 Q4	$21.8M	Buy	+347,681	New	+$20.9M	0.17%	56
2014 Q1	–	Sell	-9,220	Closed	-$510K	–	640
2013 Q4	$510K	Buy	9,220 +4,480	+95%	+$245K	0.01%	358
2013 Q3	$245K	Buy	+4,740	New	+$254K	﹤0.01%	511

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ALPS Advisors's JPM Position: Q1 2026 in Review

ALPS Advisors reduced its JPMorgan Chase (JPM) stake by 7.5% in Q1 2026, selling an estimated $510K and leaving 20,746 shares worth $6.1M. The position accounts for 0.03% of the portfolio, ranked #226.

ALPS Advisors first reported a position in JPM in Q3 2013 and has held it in 45 quarters since. The position peaked at $169M in Q3 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

ALPS Advisors held 20,746 shares of JPMorgan Chase worth $6.1M as of Q1 2026.
ALPS Advisors sold 1,680 JPMorgan Chase shares in Q1 2026, an estimated $510K.
JPMorgan Chase made up 0.03% of ALPS Advisors's portfolio in Q1 2026, its #226 holding.
ALPS Advisors first reported a position in JPMorgan Chase in Q3 2013 and has held it in 45 quarters since.
ALPS Advisors's JPMorgan Chase position peaked at $169M in Q3 2021.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.