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Alvarez & Marsal Private Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$1.03M Sell
3,149
-6,518
-67% -$2.02M 0.14% 35
2026
Q1 		$2.84M Buy
9,667
+5,457
+130% +$1.66M 0.4% 23
2025
Q4 		$1.36M Buy
+4,210
New +$1.3M 0.26% 26

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 $3.37T AUM 44.26% 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

Alvarez & Marsal Private Wealth Partners's JPM Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its JPMorgan Chase (JPM) stake by 67% in Q2 2026, selling an estimated $2.02M and leaving 3,149 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #35.

Alvarez & Marsal Private Wealth Partners first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.84M in Q1 2026. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 3,149 shares of JPMorgan Chase worth $1.03M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 6,518 JPMorgan Chase shares in Q2 2026, an estimated $2.02M.
  • JPMorgan Chase made up 0.14% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's JPMorgan Chase position peaked at $2.84M in Q1 2026.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.