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Altman Advisors’s JPMorgan Chase JPM Stock Holding History

Altman Advisors’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 		$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

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

Altman Advisors's JPM Position: Q1 2026 in Review

Altman Advisors reduced its JPMorgan Chase (JPM) stake by 18% in Q1 2026, selling an estimated $506K and leaving 7,374 shares worth $2.17M. The position accounts for 0.9% of the portfolio, ranked #45.

Altman Advisors first reported a position in JPM in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.66M in Q4 2019. 5,050 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Altman Advisors held 7,374 shares of JPMorgan Chase worth $2.17M as of Q1 2026.
  • Altman Advisors sold 1,667 JPMorgan Chase shares in Q1 2026, an estimated $506K.
  • JPMorgan Chase made up 0.9% of Altman Advisors's portfolio in Q1 2026, its #45 holding.
  • Altman Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 26 quarters since.
  • Altman Advisors's JPMorgan Chase position peaked at $3.66M in Q4 2019.
  • 5,050 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.