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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
Q2 		$118M Buy
+360,000
New +$112M 1.47% 23
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Altshuler Shaham's JPM Position: Q2 2026 in Review

Altshuler Shaham opened a new position in JPMorgan Chase (JPM) in Q2 2026: 360,000 shares worth $118M. The stake represents 1.47% of the portfolio and ranks #23 among its holdings. This is a return to the name: Altshuler Shaham previously reported a position in JPM as recently as Q4 2025.

Altshuler Shaham first reported a position in JPM in Q4 2019 and has held it in 21 quarters since. The position peaked at $397M in Q2 2022. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Altshuler Shaham held 360,000 shares of JPMorgan Chase worth $118M as of Q2 2026.
  • JPMorgan Chase was a new Altshuler Shaham position in Q2 2026.
  • JPMorgan Chase made up 1.47% of Altshuler Shaham's portfolio in Q2 2026, its #23 holding.
  • Altshuler Shaham first reported a position in JPMorgan Chase in Q4 2019 and has held it in 21 quarters since.
  • Altshuler Shaham's JPMorgan Chase position peaked at $397M in Q2 2022.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.