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Altrafin AG’s JPMorgan Chase JPM Stock Holding History

Altrafin AG’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 		$12.9M Buy
39,326
+140
+0.4% +$43.5K 5.04% 6
2026
Q1 		$11.5M Sell
39,186
-8,094
-17% -$2.46M 3.97% 6
2025
Q4 		$15.2M Buy
47,280
+1,260
+3% +$390K 4.83% 6
2025
Q3 		$14.5M Sell
46,020
-3,825
-8% -$1.14M 4.6% 7
2025
Q2 		$14.5M Buy
49,845
+5,245
+12% +$1.34M 4.88% 6
2025
Q1 		$10.9M Sell
44,600
-28,595
-39% -$7.29M 4.25% 8
2024
Q4 		$17.5M Sell
73,195
-909
-1% -$212K 6.08% 4
2024
Q3 		$15.6M Sell
74,104
-338
-0.5% -$71.2K 5.63% 5
2024
Q2 		$15.1M Buy
74,442
+835
+1% +$163K 5.56% 4
2024
Q1 		$14.7M Buy
73,607
+213
+0.3% +$38.4K 5.34% 4
2023
Q4 		$12.5M Sell
73,394
-1,055
-1% -$160K 4.81% 4
2023
Q3 		$10.8M Buy
74,449
+5,543
+8% +$831K 4.71% 4
2023
Q2 		$10M Sell
68,906
-5,268
-7% -$725K 4.5% 4
2023
Q1 		$9.67M Buy
74,174
+4,053
+6% +$555K 4.75% 4
2022
Q4 		$9.4M Buy
70,121
+599
+0.9% +$75.9K 5.51% 3
2022
Q3 		$7.27M Buy
69,522
+4,284
+7% +$492K 4.35% 3
2022
Q2 		$7.35M Buy
65,238
+7,782
+14% +$964K 3.96% 3
2022
Q1 		$7.83M Sell
57,456
-3,662
-6% -$541K 3.08% 5
2021
Q4 		$9.68M Buy
+61,118
New +$10M 3.5% 3

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

Altrafin AG's JPM Position: Q2 2026 in Review

Altrafin AG increased its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, buying an estimated $43.5K and bringing the position to 39,326 shares worth $12.9M. The position accounts for 5.04% of the portfolio, ranked #6.

Altrafin AG first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.5M in Q4 2024. 5,121 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Altrafin AG held 39,326 shares of JPMorgan Chase worth $12.9M as of Q2 2026.
  • Altrafin AG bought 140 JPMorgan Chase shares in Q2 2026, an estimated $43.5K.
  • JPMorgan Chase made up 5.04% of Altrafin AG's portfolio in Q2 2026, its #6 holding.
  • Altrafin AG first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Altrafin AG's JPMorgan Chase position peaked at $17.5M in Q4 2024.
  • 5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Altrafin AG's 13F filing for Q2 2026, filed 15 Jul 2026.