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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Atala Financial's JPM Position: Q2 2026 in Review

Atala Financial reduced its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, selling an estimated $621 and leaving 3,146 shares worth $1.03M. The position accounts for 0.63% of the portfolio, ranked #46.

Atala Financial first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Atala Financial held 3,146 shares of JPMorgan Chase worth $1.03M as of Q2 2026.
Atala Financial sold 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.63% of Atala Financial's portfolio in Q2 2026, its #46 holding.
Atala Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.