AlTi Global’s JPMorgan Chase JPM Stock Holding History

AlTi Global’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
2025 Q3	$11.8M	Buy
2025 Q2	$10.5M	Buy
2025 Q1	$7.75M	Sell
2024 Q4	$8.51M	Buy
2024 Q3	$6.79M	Sell
2024 Q2	$8.09M	Sell
2024 Q1	$8.29M	Sell
2023 Q4	$7.55M	Buy