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Alteri Wealth’s JPMorgan Chase JPM Stock Holding History

Alteri Wealth’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 		$5.21M Buy
15,919
+369
+2% +$115K 1.44% 10
2026
Q1 		$4.57M Buy
15,550
+388
+3% +$118K 1.48% 10
2025
Q4 		$4.89M Buy
15,162
+42
+0.3% +$13K 1.58% 9
2025
Q3 		$4.77M Sell
15,120
-160
-1% -$47.6K 1.64% 9
2025
Q2 		$4.43M Buy
15,280
+428
+3% +$109K 1.72% 9
2025
Q1 		$3.64M Sell
14,852
-298
-2% -$76K 1.6% 10
2024
Q4 		$3.63M Buy
+15,150
New +$3.53M 1.01% 13

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Alteri Wealth's JPM Position: Q2 2026 in Review

Alteri Wealth increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $115K and bringing the position to 15,919 shares worth $5.21M. The position accounts for 1.44% of the portfolio, ranked #10.

Alteri Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,300 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alteri Wealth held 15,919 shares of JPMorgan Chase worth $5.21M as of Q2 2026.
  • Alteri Wealth bought 369 JPMorgan Chase shares in Q2 2026, an estimated $115K.
  • JPMorgan Chase made up 1.44% of Alteri Wealth's portfolio in Q2 2026, its #10 holding.
  • Alteri Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,300 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.