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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BTG Pactual Asset Management US's JPM Position: Q1 2026 in Review

BTG Pactual Asset Management US reduced its JPMorgan Chase (JPM) stake by 7.3% in Q1 2026, selling an estimated $1.23M and leaving 51,616 shares worth $15.2M. The position accounts for 1.31% of the portfolio, ranked #15.

BTG Pactual Asset Management US first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $20M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

BTG Pactual Asset Management US held 51,616 shares of JPMorgan Chase worth $15.2M as of Q1 2026.
BTG Pactual Asset Management US sold 4,067 JPMorgan Chase shares in Q1 2026, an estimated $1.23M.
JPMorgan Chase made up 1.31% of BTG Pactual Asset Management US's portfolio in Q1 2026, its #15 holding.
BTG Pactual Asset Management US first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
BTG Pactual Asset Management US's JPMorgan Chase position peaked at $20M in Q3 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.