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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
2025
Q2 		– Sell
-700
Closed -$172K – 306
2025
Q1 		$172K Buy
+700
New +$178K 0.02% 221

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

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. 5,057 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.
  • 5,057 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.