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Altshuler Shaham’s JPMorgan Chase JPM Stock Holding History

Altshuler Shaham’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 		– Sell
-2,240
Closed -$722K – 463
2025
Q4 		$722K Sell
2,240
-760
-25% -$235K 0.01% 126
2025
Q3 		$946K Hold
3,000
– – 0.02% 89
2025
Q2 		$870K Hold
3,000
– – 0.03% 82
2025
Q1 		$736K Hold
3,000
– – 0.02% 74
2024
Q4 		$719K Hold
3,000
– – 0.02% 63
2024
Q3 		$633K Sell
3,000
-5,102
-63% -$1.07M 0.04% 64
2024
Q2 		$1.64M Sell
8,102
-2,411
-23% -$471K 0.06% 37
2024
Q1 		$2.11M Sell
10,513
-2,287
-18% -$413K 0.08% 25
2023
Q4 		$2.18M Sell
12,800
-923,547
-99% -$140M 0.12% 20
2023
Q3 		$136M Buy
936,347
+67,800
+8% +$10.2M 3.69% 9
2023
Q2 		$126M Sell
868,547
-1,387,581
-62% -$191M 2.22% 18
2023
Q1 		$294M Buy
2,256,128
+332,458
+17% +$45.6M 6.43% 5
2022
Q4 		$258M Buy
1,923,670
+1,171,402
+156% +$148M 10.32% 4
2022
Q3 		$79.9M Sell
752,268
-2,772,405
-79% -$318M 1.96% 13
2022
Q2 		$397M Buy
3,524,673
+3,501,773
+15,292% +$434M 5.94% 8
2022
Q1 		$3.12M Sell
22,900
-1,499,359
-98% -$221M 0.03% 99
2021
Q4 		$241M Sell
1,522,259
-260,121
-15% -$42.7M 2.06% 10
2021
Q3 		$329M Buy
1,782,380
+1,782,337
+4,144,970% +$279M 2.41% 16
2021
Q2 		$7K Buy
+43
New +$6.75K ﹤0.01% 560
2020
Q1 		– Sell
-3,521
Closed -$491K – 534
2019
Q4 		$491K Buy
+3,521
New +$452K 0.01% 99

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Altshuler Shaham's JPM Position: Q1 2026 in Review

Altshuler Shaham sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 2,240 shares — an estimated $722K sold.

Altshuler Shaham first reported a position in JPM in Q4 2019 and held it in 20 quarters. The position peaked at $397M in Q2 2022. 5,066 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Altshuler Shaham reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Altshuler Shaham sold 2,240 JPMorgan Chase shares in Q1 2026, an estimated $722K.
  • Altshuler Shaham first reported a position in JPMorgan Chase in Q4 2019 and held it in 20 quarters.
  • Altshuler Shaham's JPMorgan Chase position peaked at $397M in Q2 2022.
  • 5,066 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.