AlTi Global’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
36,339
+4,751
| +15% | +$1.37M | 0.26% | 51 |
|
|
2025
Q1 | $7.75M | Sell |
31,588
-2,784
| -8% | -$683K | 0.2% | 59 |
|
|
2024
Q4 | $8.51M | Buy |
34,372
+2,176
| +7% | +$539K | 0.21% | 60 |
|
|
2024
Q3 | $6.79M | Sell |
32,196
-7,800
| -20% | -$1.64M | 0.16% | 79 |
|
|
2024
Q2 | $8.09M | Sell |
39,996
-1,431
| -3% | -$289K | 0.22% | 54 |
|
|
2024
Q1 | $8.29M | Sell |
41,427
-2,977
| -7% | -$596K | 0.23% | 54 |
|
|
2023
Q4 | $7.55M | Buy |
+44,404
| New | +$7.55M | 0.23% | 62 |
|