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BTG Pactual Asset Management US’s JPMorgan Chase JPM Stock Holding History

BTG Pactual Asset Management US’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 		$18.9M Buy
57,792
+6,176
+12% +$1.92M 1.18% 14
2026
Q1 		$15.2M Sell
51,616
-4,067
-7% -$1.23M 1.31% 15
2025
Q4 		$17.9M Sell
55,683
-7,654
-12% -$2.37M 1.75% 12
2025
Q3 		$20M Buy
63,337
+5,529
+10% +$1.64M 0.94% 13
2025
Q2 		$16.8M Buy
57,808
+8,017
+16% +$2.05M 1.84% 10
2025
Q1 		$12.2M Buy
49,791
+31,921
+179% +$8.14M 1.31% 14
2024
Q4 		$4.28M Buy
17,870
+2,702
+18% +$629K 0.44% 57
2024
Q3 		$3.2M Buy
15,168
+6,212
+69% +$1.31M 0.28% 87
2024
Q2 		$1.81M Buy
+8,956
New +$1.75M 0.27% 75

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 $3.38T AUM 44.17% 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

BTG Pactual Asset Management US's JPM Position: Q2 2026 in Review

BTG Pactual Asset Management US increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $1.92M and bringing the position to 57,792 shares worth $18.9M. The position accounts for 1.18% of the portfolio, ranked #14.

BTG Pactual Asset Management US first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $20M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BTG Pactual Asset Management US held 57,792 shares of JPMorgan Chase worth $18.9M as of Q2 2026.
  • BTG Pactual Asset Management US bought 6,176 JPMorgan Chase shares in Q2 2026, an estimated $1.92M.
  • JPMorgan Chase made up 1.18% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #14 holding.
  • BTG Pactual Asset Management US first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • BTG Pactual Asset Management US's JPMorgan Chase position peaked at $20M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.