Alta Advisers’s JPMorgan Chase JPM Stock Holding History

Alta Advisers’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	$3.14M	Hold	10,684	–	–	1.14%	15
2025 Q4	$3.44M	Sell	10,684 -3,840	-26%	-$1.19M	1.25%	15
2025 Q3	$4.58M	Hold	14,524	–	–	1.4%	15
2025 Q2	$4.21M	Hold	14,524	–	–	1.5%	15
2025 Q1	$3.56M	Buy	14,524 +5,200	+56%	+$1.33M	1.52%	14
2024 Q4	$2.24M	Buy	9,324 +1,424	+18%	+$332K	1.41%	14
2024 Q3	$1.67M	Buy	7,900 +100	+1%	+$21.1K	0.76%	15
2024 Q2	$1.58M	Buy	7,800 +200	+3%	+$39.1K	0.76%	14
2024 Q1	$1.52M	Buy	7,600 +100	+1%	+$18K	0.75%	14
2023 Q4	$1.28M	Hold	7,500	–	–	0.68%	16
2023 Q3	$1.09M	Hold	7,500	–	–	0.63%	17
2023 Q2	$1.09M	Hold	7,500	–	–	0.61%	16
2023 Q1	$977K	Hold	7,500	–	–	0.58%	16
2022 Q4	$1.01M	Hold	7,500	–	–	0.6%	13
2022 Q3	$784K	Buy	+7,500	New	+$861K	0.49%	17

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

Alta Advisers's JPM Position: Q1 2026 in Review

Alta Advisers held its JPMorgan Chase (JPM) position steady in Q1 2026 at 10,684 shares worth $3.14M. The position accounts for 1.14% of the portfolio, ranked #15.

Alta Advisers first reported a position in JPM in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.58M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Alta Advisers held 10,684 shares of JPMorgan Chase worth $3.14M as of Q1 2026.
Alta Advisers left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 1.14% of Alta Advisers's portfolio in Q1 2026, its #15 holding.
Alta Advisers first reported a position in JPMorgan Chase in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's JPMorgan Chase position peaked at $4.58M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.