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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
2026
Q2 		$14.7M Buy
44,853
+1,896
+4% +$589K 0.3% 45
2026
Q1 		$12.6M Buy
42,957
+5,787
+16% +$1.76M 0.27% 47
2025
Q4 		$12M Sell
37,170
-206
-0.6% -$63.8K 0.26% 50
2025
Q3 		$11.8M Buy
37,376
+1,037
+3% +$308K 0.28% 52
2025
Q2 		$10.5M Buy
36,339
+4,751
+15% +$1.21M 0.26% 51
2025
Q1 		$7.75M Sell
31,588
-2,784
-8% -$710K 0.2% 59
2024
Q4 		$8.51M Buy
34,372
+2,176
+7% +$507K 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% -$280K 0.22% 54
2024
Q1 		$8.29M Sell
41,427
-2,977
-7% -$537K 0.23% 54
2023
Q4 		$7.55M Buy
+44,404
New +$6.73M 0.23% 62

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

AlTi Global's JPM Position: Q2 2026 in Review

AlTi Global increased its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, buying an estimated $589K and bringing the position to 44,853 shares worth $14.7M. The position accounts for 0.3% of the portfolio, ranked #45.

AlTi Global first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AlTi Global held 44,853 shares of JPMorgan Chase worth $14.7M as of Q2 2026.
  • AlTi Global bought 1,896 JPMorgan Chase shares in Q2 2026, an estimated $589K.
  • JPMorgan Chase made up 0.3% of AlTi Global's portfolio in Q2 2026, its #45 holding.
  • AlTi Global first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.