Alta Capital Management’s JPMorgan Chase JPM Stock Holding History

Alta Capital 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	$8.3M	Sell	25,346 -423	-2%	-$131K	0.62%	35
2026 Q1	$7.58M	Buy	25,769 +147	+0.6%	+$44.6K	0.59%	38
2025 Q4	$8.26M	Sell	25,622 -383	-1%	-$119K	0.55%	39
2025 Q3	$8.2M	Sell	26,005 -1,873	-7%	-$557K	0.46%	41
2025 Q2	$8.08M	Buy	27,878 +1,200	+4%	+$306K	0.46%	41
2025 Q1	$6.54M	Sell	26,678 -112	-0.4%	-$28.6K	0.42%	41
2024 Q4	$6.42M	Sell	26,790 -790	-3%	-$184K	0.38%	40
2024 Q3	$5.82M	Buy	27,580 +6	+0%	+$1.26K	0.35%	40
2024 Q2	$5.58M	Sell	27,574 -72	-0.3%	-$14.1K	0.35%	41
2024 Q1	$5.54M	Buy	27,646 +874	+3%	+$158K	0.34%	41
2023 Q4	$4.55M	Buy	26,772 +733	+3%	+$111K	0.29%	43
2023 Q3	$3.78M	Sell	26,039 -508	-2%	-$76.2K	0.27%	43
2023 Q2	$3.86M	Sell	26,547 -190	-0.7%	-$26.1K	0.27%	42
2023 Q1	$3.48M	Buy	26,737 +560	+2%	+$76.7K	0.26%	46
2022 Q4	$3.51M	Buy	26,177 +786	+3%	+$99.6K	0.27%	44
2022 Q3	$2.65M	Buy	25,391 +7,406	+41%	+$850K	0.21%	46
2022 Q2	$2.02M	Buy	17,985 +383	+2%	+$47.5K	0.15%	57
2022 Q1	$2.4M	Buy	17,602 +1,475	+9%	+$218K	0.14%	54
2021 Q4	$2.55M	Buy	16,127 +866	+6%	+$142K	0.13%	56
2021 Q3	$2.5M	Sell	15,261 -13,879	-48%	-$2.18M	0.14%	51
2021 Q2	$4.53M	Buy	29,140 +1,764	+6%	+$277K	0.13%	52
2021 Q1	$4.17M	Buy	27,376 +9,097	+50%	+$1.31M	0.13%	52
2020 Q4	$2.32M	Sell	18,279 -17,811	-49%	-$1.99M	0.13%	50
2020 Q3	$3.47M	Sell	36,090 -24,947	-41%	-$2.45M	0.11%	55
2020 Q2	$5.74M	Buy	61,037 +5,499	+10%	+$522K	0.2%	44
2020 Q1	$5M	Buy	55,538 +16,923	+44%	+$2.06M	0.22%	43
2019 Q4	$5.38M	Sell	38,615 -121	-0.3%	-$15.5K	0.35%	42
2019 Q3	$4.56M	Sell	38,736 -2,057	-5%	-$233K	0.32%	41
2019 Q2	$4.56M	Buy	40,793 +1,228	+3%	+$135K	0.25%	42
2019 Q1	$4M	Buy	39,565 +36,178	+1,068%	+$3.73M	0.24%	40
2018 Q4	$330K	Buy	3,387 +1,200	+55%	+$128K	0.02%	72
2018 Q3	$246K	Hold	2,187	–	–	0.01%	78
2018 Q2	$227K	Hold	2,187	–	–	0.01%	75
2018 Q1	$240K	Sell	2,187 -363	-14%	-$41.1K	0.01%	71
2017 Q4	$272K	Sell	2,550 -130	-5%	-$13.2K	0.02%	64
2017 Q3	$255K	Hold	2,680	–	–	0.02%	75
2017 Q2	$244K	Hold	2,680	–	–	0.02%	79
2017 Q1	$235K	Sell	2,680 -841	-24%	-$74.2K	0.02%	80
2016 Q4	$303K	Sell	3,521 -500	-12%	-$38.1K	0.02%	76
2016 Q3	$267K	Sell	4,021 -75	-2%	-$4.89K	0.02%	80
2016 Q2	$254K	Sell	4,096 -950	-19%	-$59.3K	0.02%	85
2016 Q1	$298K	Sell	5,046 -450	-8%	-$26.3K	0.02%	92
2015 Q4	$362K	Buy	5,496 +129	+2%	+$8.4K	0.03%	83
2015 Q3	$327K	Buy	5,367 +1,978	+58%	+$130K	0.03%	84
2015 Q2	$229K	Buy	+3,389	New	+$221K	0.02%	109
2014 Q3	–	Sell	-3,550	Closed	-$204K	–	103
2014 Q2	$204K	Sell	3,550 -50	-1%	-$2.81K	0.02%	97
2014 Q1	$218K	Buy	+3,600	New	+$208K	0.02%	91
2013 Q4	–	Sell	-3,950	Closed	-$204K	–	98
2013 Q3	$204K	Sell	3,950 -1,025	-21%	-$55K	0.02%	79
2013 Q2	$262K	Buy	+4,975	New	+$253K	0.04%	71

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 22.96% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Alta Capital Management's JPM Position: Q2 2026 in Review

Alta Capital Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $131K and leaving 25,346 shares worth $8.3M. The position accounts for 0.62% of the portfolio, ranked #35.

Alta Capital Management first reported a position in JPM in Q2 2013 and has held it in 49 quarters since. 3,053 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Alta Capital Management held 25,346 shares of JPMorgan Chase worth $8.3M as of Q2 2026.
Alta Capital Management sold 423 JPMorgan Chase shares in Q2 2026, an estimated $131K.
JPMorgan Chase made up 0.62% of Alta Capital Management's portfolio in Q2 2026, its #35 holding.
Alta Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 49 quarters since.
3,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alta Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.