Altman Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.39M | Sell |
7,290
-84
| -1% | -$26.1K | 0.86% | 42 |
|
|
2026
Q1 | $2.17M | Sell |
7,374
-1,667
| -18% | -$506K | 0.9% | 45 |
|
|
2025
Q4 | $2.91M | Sell |
9,041
-100
| -1% | -$31K | 1.1% | 30 |
|
|
2025
Q3 | $2.88M | Sell |
9,141
-24
| -0.3% | -$7.14K | 1.1% | 29 |
|
|
2025
Q2 | $2.66M | Buy |
9,165
+67
| +0.7% | +$17.1K | 1.09% | 27 |
|
|
2025
Q1 | $2.23M | Buy |
9,098
+61
| +0.7% | +$15.6K | 1.03% | 31 |
|
|
2024
Q4 | $2.17M | Buy |
9,037
+70
| +0.8% | +$16.3K | 0.92% | 37 |
|
|
2024
Q3 | $1.89M | Buy |
+8,967
| New | +$1.89M | 0.84% | 47 |
|
|
2024
Q2 | – | Sell |
-14,365
| Closed | -$2.86M | – | 85 |
|
|
2024
Q1 | $2.86M | Buy |
14,365
+286
| +2% | +$51.6K | 1.39% | 12 |
|
|
2023
Q4 | $2.39M | Sell |
14,079
-840
| -6% | -$127K | 1.26% | 15 |
|
|
2023
Q3 | $2.16M | Buy |
+14,919
| New | +$2.24M | 1.35% | 14 |
|
|
2023
Q1 | $1.57M | Sell |
14,642
-3,640
| -20% | -$499K | 1.43% | 15 |
|
|
2022
Q4 | $2.55M | Sell |
18,282
-1,172
| -6% | -$149K | 1.58% | 17 |
|
|
2022
Q3 | $2.03M | Buy |
19,454
+714
| +4% | +$81.9K | 1.28% | 20 |
|
|
2022
Q2 | $2.11M | Buy |
18,740
+431
| +2% | +$53.4K | 1.2% | 22 |
|
|
2022
Q1 | $2.5M | Buy |
18,309
+996
| +6% | +$147K | 1.29% | 26 |
|
|
2021
Q4 | $2.51M | Buy |
17,313
+9,663
| +126% | +$1.59M | 1.53% | 27 |
|
|
2021
Q3 | $1.3M | Buy |
+7,650
| New | +$1.2M | 0.72% | 60 |
|
|
2020
Q2 | – | Sell |
-6,830
| Closed | -$615K | – | 74 |
|
|
2020
Q1 | $615K | Sell |
6,830
-19,431
| -74% | -$2.36M | 0.57% | 66 |
|
|
2019
Q4 | $3.66M | Sell |
26,261
-268
| -1% | -$34.4K | 2.93% | 2 |
|
|
2019
Q3 | $3.12M | Buy |
26,529
+44
| +0.2% | +$4.98K | 2.64% | 3 |
|
|
2019
Q2 | $2.96M | Buy |
26,485
+254
| +1% | +$28K | 2.49% | 4 |
|
|
2019
Q1 | $2.65M | Buy |
26,231
+77
| +0.3% | +$7.93K | 2.45% | 6 |
|
|
2018
Q4 | $2.55M | Sell |
26,154
-224
| -0.8% | -$23.9K | 2.8% | 5 |
|
|
2018
Q3 | $2.98M | Buy |
+26,378
| New | +$2.99M | 2.68% | 5 |
|
|
2018
Q2 | – | Sell |
-30,579
| Closed | -$3.36M | – | 85 |
|
|
2018
Q1 | $3.36M | Buy |
30,579
+162
| +0.5% | +$18.3K | 3.22% | 2 |
|
|
2017
Q4 | $3.25M | Buy |
+30,417
| New | +$3.08M | 2.83% | 2 |
|
Other funds holding JPM
Altman Advisors's JPM Position: Q2 2026 in Review
Altman Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $26.1K and leaving 7,290 shares worth $2.39M. The position accounts for 0.86% of the portfolio, ranked #42.
Altman Advisors first reported a position in JPM in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.66M in Q4 2019. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Altman Advisors held 7,290 shares of JPMorgan Chase worth $2.39M as of Q2 2026.
- Altman Advisors sold 84 JPMorgan Chase shares in Q2 2026, an estimated $26.1K.
- JPMorgan Chase made up 0.86% of Altman Advisors's portfolio in Q2 2026, its #42 holding.
- Altman Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 27 quarters since.
- Altman Advisors's JPMorgan Chase position peaked at $3.66M in Q4 2019.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.