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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 $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.