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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
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

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

Altrius Capital Management's JPM Position: Q1 2026 in Review

Altrius Capital Management increased its JPMorgan Chase (JPM) stake by 5.6% in Q1 2026, buying an estimated $305K and bringing the position to 19,004 shares worth $5.59M. The position accounts for 1.11% of the portfolio, ranked #48.

Altrius Capital Management first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.32M in Q2 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Altrius Capital Management held 19,004 shares of JPMorgan Chase worth $5.59M as of Q1 2026.
  • Altrius Capital Management bought 1,004 JPMorgan Chase shares in Q1 2026, an estimated $305K.
  • JPMorgan Chase made up 1.11% of Altrius Capital Management's portfolio in Q1 2026, its #48 holding.
  • Altrius Capital Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • Altrius Capital Management's JPMorgan Chase position peaked at $6.32M in Q2 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.