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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
2023
Q2 		– Sell
-27,500
Closed -$3.69M – 142
2023
Q1 		$3.69M Buy
+27,500
New +$3.77M 1.37% 25
2021
Q1 		– Sell
-100,000
Closed -$12.7M – 121
2020
Q4 		$12.7M Hold
100,000
– – 5.13% 4
2020
Q3 		$9.63M Buy
100,000
+99,900
+99,900% +$9.81M 10.03% 1
2020
Q2 		$9K Sell
100
-1,300
-93% -$123K ﹤0.01% 55
2020
Q1 		$126K Buy
+1,400
New +$170K 0.13% 66

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.