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Atria Investments’s JPMorgan Chase JPM Stock Holding History

Atria Investments’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 		$68.6M Buy
209,540
+845
+0.4% +$262K 0.69% 22
2026
Q1 		$61.4M Sell
208,695
-6,351
-3% -$1.93M 0.69% 23
2025
Q4 		$69.3M Sell
215,046
-7,168
-3% -$2.22M 0.79% 18
2025
Q3 		$70.1M Sell
222,214
-16,143
-7% -$4.8M 0.8% 18
2025
Q2 		$69.1M Sell
238,357
-9,322
-4% -$2.38M 0.82% 14
2025
Q1 		$60.8M Sell
247,679
-15,763
-6% -$4.02M 0.78% 15
2024
Q4 		$63.1M Sell
263,442
-3,829
-1% -$892K 0.79% 15
2024
Q3 		$56.4M Sell
267,271
-7,417
-3% -$1.56M 0.7% 16
2024
Q2 		$55.6M Buy
274,688
+6,348
+2% +$1.24M 0.72% 17
2024
Q1 		$53.7M Sell
268,340
-8,442
-3% -$1.52M 0.74% 17
2023
Q4 		$47.1M Buy
276,782
+5,930
+2% +$899K 0.73% 16
2023
Q3 		$39.3M Buy
270,852
+22,249
+9% +$3.34M 0.7% 20
2023
Q2 		$36.2M Buy
248,603
+19,023
+8% +$2.62M 0.65% 22
2023
Q1 		$29.9M Buy
229,580
+9,352
+4% +$1.28M 0.57% 26
2022
Q4 		$29.5M Buy
220,228
+9,742
+5% +$1.23M 0.61% 25
2022
Q3 		$22M Buy
210,486
+12,546
+6% +$1.44M 0.49% 33
2022
Q2 		$22.3M Buy
197,940
+6,504
+3% +$806K 0.47% 35
2022
Q1 		$26.1M Buy
191,436
+8,365
+5% +$1.23M 0.46% 36
2021
Q4 		$29M Buy
183,071
+16,816
+10% +$2.76M 0.52% 30
2021
Q3 		$27.2M Buy
166,255
+18,124
+12% +$2.84M 0.49% 33
2021
Q2 		$23M Buy
148,131
+8,584
+6% +$1.35M 0.44% 39
2021
Q1 		$21.2M Sell
139,547
-3,808
-3% -$548K 0.47% 42
2020
Q4 		$18.2M Buy
143,355
+1,548
+1% +$173K 0.44% 42
2020
Q3 		$13.7M Sell
141,807
-525
-0.4% -$51.6K 0.41% 47
2020
Q2 		$13.4M Buy
142,332
+9,707
+7% +$921K 0.46% 43
2020
Q1 		$11.9M Buy
132,625
+22,062
+20% +$2.68M 0.92% 21
2019
Q4 		$15.4M Buy
110,563
+34,448
+45% +$4.42M 0.42% 43
2019
Q3 		$8.96M Buy
76,115
+18,610
+32% +$2.1M 0.32% 69
2019
Q2 		$6.14M Buy
57,505
+13,544
+31% +$1.49M 0.23% 94
2019
Q1 		$4.45M Sell
43,961
-8,684
-16% -$895K 0.19% 106
2018
Q4 		$5.14M Buy
52,645
+1,631
+3% +$174K 0.23% 73
2018
Q3 		$5.76M Buy
51,014
+3,602
+8% +$409K 0.23% 79
2018
Q2 		$4.94M Buy
47,412
+821
+2% +$90.1K 0.22% 83
2018
Q1 		$5.12M Buy
46,591
+861
+2% +$97.5K 0.25% 72
2017
Q4 		$4.89M Buy
45,730
+7,794
+21% +$789K 0.24% 74
2017
Q3 		$3.62M Buy
37,936
+1,314
+4% +$121K 0.2% 92
2017
Q2 		$3.35M Sell
36,622
-345
-0.9% -$29.8K 0.2% 91
2017
Q1 		$3.25M Buy
36,967
+2,494
+7% +$220K 0.21% 92
2016
Q4 		$2.98M Buy
34,473
+3,063
+10% +$234K 0.23% 79
2016
Q3 		$2.09M Buy
31,410
+3,695
+13% +$241K 0.19% 88
2016
Q2 		$1.72M Buy
27,715
+7,917
+40% +$494K 0.19% 92
2016
Q1 		$1.17M Buy
19,798
+2,025
+11% +$118K 0.13% 123
2015
Q4 		$1.05M Buy
17,773
+5,721
+47% +$373K 0.12% 127
2015
Q3 		$735K Buy
12,052
+1,393
+13% +$91.2K 0.1% 150
2015
Q2 		$722K Sell
10,659
-119
-1% -$7.77K 0.08% 181
2015
Q1 		$653K Sell
10,778
-3,434
-24% -$203K 0.07% 202
2014
Q4 		$889K Sell
14,212
-719
-5% -$43.3K 0.09% 179
2014
Q3 		$899K Sell
14,931
-262
-2% -$15.3K 0.09% 191
2014
Q2 		$875K Sell
15,193
-578
-4% -$32.5K 0.09% 195
2014
Q1 		$957K Sell
15,771
-105
-0.7% -$6.07K 0.1% 175
2013
Q4 		$928K Sell
15,876
-1,139
-7% -$62.4K 0.09% 195
2013
Q3 		$879K Sell
17,015
-1,850
-10% -$99.2K 0.09% 180
2013
Q2 		$996K Buy
+18,865
New +$959K 0.12% 104

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments's JPM Position: Q2 2026 in Review

Atria Investments increased its JPMorgan Chase (JPM) stake by 0.4% in Q2 2026, buying an estimated $262K and bringing the position to 209,540 shares worth $68.6M. The position accounts for 0.69% of the portfolio, ranked #22.

Atria Investments first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $70.1M in Q3 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Atria Investments held 209,540 shares of JPMorgan Chase worth $68.6M as of Q2 2026.
  • Atria Investments bought 845 JPMorgan Chase shares in Q2 2026, an estimated $262K.
  • JPMorgan Chase made up 0.69% of Atria Investments's portfolio in Q2 2026, its #22 holding.
  • Atria Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Atria Investments's JPMorgan Chase position peaked at $70.1M in Q3 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.