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Alterna Wealth Management’s JPMorgan Chase JPM Stock Holding History

Alterna Wealth 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 		$214K Sell
655
-300
-31% -$93.2K 0.12% 103
2026
Q1 		$281K Sell
955
-95
-9% -$28.8K 0.21% 83
2025
Q4 		$338K Sell
1,050
-10
-0.9% -$3.1K 0.28% 77
2025
Q3 		$334K Sell
1,060
-925
-47% -$275K 0.28% 74
2025
Q2 		$575K Sell
1,985
-37
-2% -$9.44K 0.46% 56
2025
Q1 		$496K Sell
2,022
-117
-5% -$29.8K 0.38% 55
2024
Q4 		$513K Buy
2,139
+606
+40% +$141K 0.43% 49
2024
Q3 		$323K Sell
1,533
-1,330
-46% -$280K 0.29% 68
2024
Q2 		$579K Sell
2,863
-490
-15% -$95.8K 0.51% 49
2024
Q1 		$672K Buy
3,353
+1,115
+50% +$201K 0.54% 42
2023
Q4 		$381K Hold
2,238
– – 0.46% 52
2023
Q3 		$325K Buy
2,238
+122
+6% +$18.3K 0.41% 57
2023
Q2 		$308K Sell
2,116
-400
-16% -$55K 0.36% 56
2023
Q1 		$328K Buy
2,516
+816
+48% +$112K 0.41% 54
2022
Q4 		$228K Buy
+1,700
New +$215K 0.26% 79
2019
Q1 		– Sell
-39,881
Closed -$3.65M – 227
2018
Q4 		$3.65M Buy
+39,881
New +$4.25M 0.59% 25

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Alterna Wealth Management's JPM Position: Q2 2026 in Review

Alterna Wealth Management reduced its JPMorgan Chase (JPM) stake by 31% in Q2 2026, selling an estimated $93.2K and leaving 655 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #103.

Alterna Wealth Management first reported a position in JPM in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.65M in Q4 2018. 2,871 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alterna Wealth Management held 655 shares of JPMorgan Chase worth $214K as of Q2 2026.
  • Alterna Wealth Management sold 300 JPMorgan Chase shares in Q2 2026, an estimated $93.2K.
  • JPMorgan Chase made up 0.12% of Alterna Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Alterna Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 16 quarters since.
  • Alterna Wealth Management's JPMorgan Chase position peaked at $3.65M in Q4 2018.
  • 2,871 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.