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Banco BTG Pactual’s JPMorgan Chase JPM Stock Holding History

Banco BTG Pactual’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
Q1 		– Sell
-10,336
Closed -$3.33M – 252
2025
Q4 		$3.33M Sell
10,336
-15,020
-59% -$4.65M 0.57% 44
2025
Q3 		$8M Sell
25,356
-3,218
-11% -$957K 1.17% 18
2025
Q2 		$8.28M Sell
28,574
-12,916
-31% -$3.3M 1.69% 17
2025
Q1 		$10.2M Buy
41,490
+26,843
+183% +$6.84M 2.51% 8
2024
Q4 		$3.52M Buy
14,647
+12,369
+543% +$2.88M 0.82% 30
2024
Q3 		$480K Sell
2,278
-14,369
-86% -$3.03M 0.12% 86
2024
Q2 		$3.57M Buy
16,647
+1,909
+13% +$373K 0.56% 45
2024
Q1 		$2.93M Buy
14,738
+5,893
+67% +$1.06M 0.5% 46
2023
Q4 		$1.51M Buy
8,845
+2,465
+39% +$374K 0.19% 65
2023
Q3 		$925K Buy
+6,380
New +$956K 0.22% 54
2023
Q2 		– Sell
-14,200
Closed -$1.9M – 143
2023
Q1 		$1.9M Buy
+14,200
New +$1.95M 0.71% 35
2022
Q3 		– Sell
-60,189
Closed -$6.78M – 118
2022
Q2 		$6.78M Buy
60,189
+189
+0.3% +$23.4K 4.4% 7
2022
Q1 		$8.18M Buy
+60,000
New +$8.86M 2.81% 8
2021
Q3 		– Sell
-39,463
Closed -$6.14M – 121
2021
Q2 		$6.14M Buy
39,463
+9,451
+31% +$1.48M 4.05% 6
2021
Q1 		$4.57M Buy
+30,012
New +$4.32M 1.55% 13
2020
Q4 		– Sell
-829
Closed -$92.7K – 81
2020
Q3 		$80K Sell
829
-49,188
-98% -$4.83M 0.08% 60
2020
Q2 		$4.71M Buy
50,017
+14,286
+40% +$1.36M 1.94% 7
2020
Q1 		$3.22M Buy
+35,731
New +$4.34M 3.34% 10
2019
Q3 		– Sell
-2,713
Closed -$303K – 76
2019
Q2 		$303K Buy
+2,713
New +$299K 0.13% 57
2018
Q4 		– Sell
-35,105
Closed -$3.96M – 69
2018
Q3 		$3.96M Sell
35,105
-22,028
-39% -$2.5M 3.38% 4
2018
Q2 		$5.95M Buy
+57,133
New +$6.27M 3.56% 4

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Banco BTG Pactual's JPM Position: Q1 2026 in Review

Banco BTG Pactual sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 10,336 shares — an estimated $3.33M sold.

Banco BTG Pactual first reported a position in JPM in Q2 2018 and held it in 21 quarters. The position peaked at $10.2M in Q1 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Banco BTG Pactual reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Banco BTG Pactual sold 10,336 JPMorgan Chase shares in Q1 2026, an estimated $3.33M.
  • Banco BTG Pactual first reported a position in JPMorgan Chase in Q2 2018 and held it in 21 quarters.
  • Banco BTG Pactual's JPMorgan Chase position peaked at $10.2M in Q1 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Banco BTG Pactual's 13F filing for Q1 2026, filed 13 May 2026.