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Alta Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Alta Wealth 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
Q2 		$4.45M Sell
13,592
-304
-2% -$94.4K 1.21% 18
2026
Q1 		$4.09M Buy
13,896
+178
+1% +$54K 1.33% 16
2025
Q4 		$4.42M Buy
13,718
+392
+3% +$121K 1.48% 15
2025
Q3 		$4.2M Sell
13,326
-296
-2% -$88K 1.51% 14
2025
Q2 		$3.95M Buy
13,622
+120
+0.9% +$30.6K 1.86% 14
2025
Q1 		$3.31M Buy
13,502
+4,876
+57% +$1.24M 1.52% 16
2024
Q4 		$2.07M Buy
8,626
+151
+2% +$35.2K 0.9% 25
2024
Q3 		$1.79M Buy
8,475
+676
+9% +$142K 0.82% 25
2024
Q2 		$1.58M Buy
7,799
+22
+0.3% +$4.3K 0.79% 29
2024
Q1 		$1.56M Buy
7,777
+30
+0.4% +$5.41K 0.79% 31
2023
Q4 		$1.32M Sell
7,747
-70
-0.9% -$10.6K 0.74% 35
2023
Q3 		$1.13M Buy
7,817
+201
+3% +$30.1K 0.69% 41
2023
Q2 		$1.11M Sell
7,616
-138
-2% -$19K 0.65% 48
2023
Q1 		$1.01M Sell
7,754
-149
-2% -$20.4K 0.64% 44
2022
Q4 		$1.06M Buy
7,903
+158
+2% +$20K 0.72% 37
2022
Q3 		$809K Buy
7,745
+551
+8% +$63.2K 0.58% 47
2022
Q2 		$812K Buy
7,194
+9
+0.1% +$1.11K 0.56% 52
2022
Q1 		$979K Buy
7,185
+481
+7% +$71K 0.58% 49
2021
Q4 		$1.06M Buy
6,704
+180
+3% +$29.6K 0.65% 46
2021
Q3 		$1.07M Buy
6,524
+2
+0% +$314 0.78% 38
2021
Q2 		$1.01M Buy
6,522
+182
+3% +$28.6K 0.74% 43
2021
Q1 		$965K Buy
+6,340
New +$912K 0.81% 39

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alta Wealth Advisors's JPM Position: Q2 2026 in Review

Alta Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $94.4K and leaving 13,592 shares worth $4.45M. The position accounts for 1.21% of the portfolio, ranked #18.

Alta Wealth Advisors first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alta Wealth Advisors held 13,592 shares of JPMorgan Chase worth $4.45M as of Q2 2026.
  • Alta Wealth Advisors sold 304 JPMorgan Chase shares in Q2 2026, an estimated $94.4K.
  • JPMorgan Chase made up 1.21% of Alta Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Alta Wealth Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.