AFG
JPM icon

Altiora Financial Group’s JPMorgan Chase JPM Stock Holding History

Altiora Financial Group’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 		$277K Buy
847
+12
+1% +$3.73K 0.04% 97
2026
Q1 		$246K Hold
835
– – 0.04% 101
2025
Q4 		$269K Sell
835
-59
-7% -$18.3K 0.05% 87
2025
Q3 		$282K Sell
894
-14
-2% -$4.16K 0.05% 83
2025
Q2 		$263K Hold
908
– – 0.05% 90
2025
Q1 		$223K Hold
908
– – 0.05% 89
2024
Q4 		$218K Buy
+908
New +$211K 0.05% 92

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Altiora Financial Group's JPM Position: Q2 2026 in Review

Altiora Financial Group increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $3.73K and bringing the position to 847 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #97.

Altiora Financial Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $282K in Q3 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Altiora Financial Group held 847 shares of JPMorgan Chase worth $277K as of Q2 2026.
  • Altiora Financial Group bought 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
  • JPMorgan Chase made up 0.04% of Altiora Financial Group's portfolio in Q2 2026, its #97 holding.
  • Altiora Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Altiora Financial Group's JPMorgan Chase position peaked at $282K in Q3 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.