Altrius Capital Management
JPM icon

Altrius Capital Management’s JPMorgan Chase JPM Stock Holding History

Altrius Capital Management’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
Q3 		$6.72M Buy
20,315
+567
+3% +$198K 1.2% 39
2026
Q2 		$6.46M Buy
19,748
+744
+4% +$231K 1.23% 40
2026
Q1 		$5.59M Buy
19,004
+1,004
+6% +$305K 1.11% 48
2025
Q4 		$5.8M Buy
18,000
+994
+6% +$308K 1.23% 32
2025
Q3 		$5.36M Sell
17,006
-4,801
-22% -$1.43M 1.22% 36
2025
Q2 		$6.32M Sell
21,807
-393
-2% -$100K 1.48% 29
2025
Q1 		$5.45M Buy
22,200
+386
+2% +$98.4K 1.32% 32
2024
Q4 		$5.23M Sell
21,814
-582
-3% -$136K 1.41% 32
2024
Q3 		$4.72M Buy
22,396
+113
+0.5% +$23.8K 1.18% 47
2024
Q2 		$4.51M Buy
22,283
+110
+0.5% +$21.5K 1.19% 43
2024
Q1 		$4.44M Sell
22,173
-4,800
-18% -$866K 1.12% 45
2023
Q4 		$4.59M Sell
26,973
-342
-1% -$51.8K 1.28% 30
2023
Q3 		$3.96M Buy
27,315
+55
+0.2% +$8.24K 1.18% 34
2023
Q2 		$3.96M Buy
27,260
+101
+0.4% +$13.9K 1.17% 33
2023
Q1 		$3.54M Buy
27,159
+193
+0.7% +$26.4K 1.08% 38
2022
Q4 		$3.62M Sell
26,966
-254
-0.9% -$32.2K 1.13% 35
2022
Q3 		$2.84M Sell
27,220
-4,547
-14% -$522K 1.08% 52
2022
Q2 		$3.58M Buy
+31,767
New +$3.94M 1.16% 57

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Altrius Capital Management's JPM Position: Q3 2026 in Review

Altrius Capital Management increased its JPMorgan Chase (JPM) stake by 2.9% in Q3 2026, buying an estimated $198K and bringing the position to 20,315 shares worth $6.72M. The position accounts for 1.2% of the portfolio, ranked #39.

Altrius Capital Management first reported a position in JPM in Q2 2022 and has held it in 18 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Altrius Capital Management held 20,315 shares of JPMorgan Chase worth $6.72M as of Q3 2026.
  • Altrius Capital Management bought 567 JPMorgan Chase shares in Q3 2026, an estimated $198K.
  • JPMorgan Chase made up 1.2% of Altrius Capital Management's portfolio in Q3 2026, its #39 holding.
  • Altrius Capital Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 18 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Altrius Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.