Atala Financial’s JPMorgan Chase JPM Stock Holding History

Atala Financial’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 Q3	$1.04M	Sell	3,143 -3	-0.1%	-$1.05K	0.6%	44
2026 Q2	$1.03M	Sell	3,146 -2	-0.1%	-$621	0.63%	46
2026 Q1	$929K	Buy	3,148 +60	+2%	+$18.2K	0.62%	44
2025 Q4	$995K	Hold	3,088	–	–	0.63%	48
2025 Q3	$974K	Hold	3,088	–	–	0.61%	50
2025 Q2	$895K	Hold	3,088	–	–	0.62%	48
2025 Q1	$757K	Sell	3,088 -9	-0.3%	-$2.29K	0.55%	50
2024 Q4	$742K	Buy	+3,097	New	+$721K	0.52%	50

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Atala Financial's JPM Position: Q3 2026 in Review

Atala Financial reduced its JPMorgan Chase (JPM) stake by 0.1% in Q3 2026, selling an estimated $1.05K and leaving 3,143 shares worth $1.04M. The position accounts for 0.6% of the portfolio, ranked #44.

Atala Financial first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Atala Financial held 3,143 shares of JPMorgan Chase worth $1.04M as of Q3 2026.
Atala Financial sold 3 JPMorgan Chase shares in Q3 2026, an estimated $1.05K.
JPMorgan Chase made up 0.6% of Atala Financial's portfolio in Q3 2026, its #44 holding.
Atala Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.