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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
Q2 		$249K Buy
+762
New +$237K 0.02% 174
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 $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

Banco BTG Pactual's JPM Position: Q2 2026 in Review

Banco BTG Pactual opened a new position in JPMorgan Chase (JPM) in Q2 2026: 762 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings. This is a return to the name: Banco BTG Pactual previously reported a position in JPM as recently as Q4 2025.

Banco BTG Pactual first reported a position in JPM in Q2 2018 and has held it in 22 quarters since. The position peaked at $10.2M in Q1 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Banco BTG Pactual held 762 shares of JPMorgan Chase worth $249K as of Q2 2026.
  • JPMorgan Chase was a new Banco BTG Pactual position in Q2 2026.
  • JPMorgan Chase made up 0.02% of Banco BTG Pactual's portfolio in Q2 2026, its #174 holding.
  • Banco BTG Pactual first reported a position in JPMorgan Chase in Q2 2018 and has held it in 22 quarters since.
  • Banco BTG Pactual's JPMorgan Chase position peaked at $10.2M in Q1 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Banco BTG Pactual's 13F filing for Q2 2026, filed 7 Aug 2026.