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Altus Wealth Group’s JPMorgan Chase JPM Stock Holding History

Altus Wealth Group’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 		$2.44M Buy
7,445
+244
+3% +$75.8K 0.88% 22
2026
Q1 		$2.12M Buy
7,201
+606
+9% +$184K 0.87% 25
2025
Q4 		$2.13M Sell
6,595
-440
-6% -$136K 0.85% 24
2025
Q3 		$2.22M Sell
7,035
-74
-1% -$22K 0.91% 24
2025
Q2 		$2.06M Buy
7,109
+327
+5% +$83.4K 0.91% 24
2025
Q1 		$1.66M Sell
6,782
-905
-12% -$231K 0.78% 27
2024
Q4 		$1.84M Sell
7,687
-8
-0.1% -$1.86K 0.82% 33
2024
Q3 		$1.62M Buy
7,695
+668
+10% +$141K 0.69% 37
2024
Q2 		$1.42M Sell
7,027
-442
-6% -$86.4K 0.71% 37
2024
Q1 		$1.5M Sell
7,469
-56
-0.7% -$10.1K 0.75% 35
2023
Q4 		$1.28M Buy
7,525
+83
+1% +$12.6K 0.71% 35
2023
Q3 		$1.08M Sell
7,442
-163
-2% -$24.4K 0.68% 36
2023
Q2 		$1.11M Buy
7,605
+41
+0.5% +$5.64K 0.68% 33
2023
Q1 		$986K Sell
7,564
-105
-1% -$14.4K 0.66% 33
2022
Q4 		$1.03M Buy
7,669
+1,388
+22% +$176K 0.78% 27
2022
Q3 		$1.03M Hold
6,281
– – 1.02% 23
2022
Q2 		$1.03M Buy
6,281
+88
+1% +$10.9K 1.02% 23
2022
Q1 		$844K Sell
6,193
-137
-2% -$20.2K 0.69% 32
2021
Q4 		$1M Buy
6,330
+49
+0.8% +$8.05K 0.83% 27
2021
Q3 		$1.03M Buy
6,281
+390
+7% +$61.1K 1.02% 23
2021
Q2 		$917K Sell
5,891
-3
-0.1% -$471 0.9% 26
2021
Q1 		$917K Buy
5,894
+403
+7% +$58K 0.91% 26
2020
Q4 		$697K Buy
+5,491
New +$614K 0.67% 29

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Altus Wealth Group's JPM Position: Q2 2026 in Review

Altus Wealth Group increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $75.8K and bringing the position to 7,445 shares worth $2.44M. The position accounts for 0.88% of the portfolio, ranked #22.

Altus Wealth Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,170 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Altus Wealth Group held 7,445 shares of JPMorgan Chase worth $2.44M as of Q2 2026.
  • Altus Wealth Group bought 244 JPMorgan Chase shares in Q2 2026, an estimated $75.8K.
  • JPMorgan Chase made up 0.88% of Altus Wealth Group's portfolio in Q2 2026, its #22 holding.
  • Altus Wealth Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 2,170 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.