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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altiora Financial Group's JPM Position: Q1 2026 in Review

Altiora Financial Group held its JPMorgan Chase (JPM) position steady in Q1 2026 at 835 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #101.

Altiora Financial Group first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Altiora Financial Group held 835 shares of JPMorgan Chase worth $246K as of Q1 2026.
  • Altiora Financial Group left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.04% of Altiora Financial Group's portfolio in Q1 2026, its #101 holding.
  • Altiora Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Altiora Financial Group's JPMorgan Chase position peaked at $282K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.