Itau Unibanco Holding S.A.’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-484
| Closed | -$142K | – | 450 |
|
|
2026
Q1 | $142K | Sell |
484
-20,076
| -98% | -$6.09M | ﹤0.01% | 181 |
|
|
2025
Q4 | $6.62M | Buy |
20,560
+19,411
| +1,689% | +$6.01M | 0.16% | 71 |
|
|
2025
Q3 | $362K | Sell |
1,149
-19,106
| -94% | -$5.68M | 0.01% | 158 |
|
|
2025
Q2 | $5.87M | Sell |
20,255
-139
| -0.7% | -$35.5K | 0.22% | 63 |
|
|
2025
Q1 | $5M | Buy |
+20,394
| New | +$5.2M | 0.19% | 64 |
|
|
2024
Q3 | – | Sell |
-44,621
| Closed | -$9.03M | – | 382 |
|
|
2024
Q2 | $9.03M | Buy |
+44,621
| New | +$8.72M | 0.37% | 41 |
|
|
2024
Q1 | – | Sell |
-35,419
| Closed | -$6.02M | – | 252 |
|
|
2023
Q4 | $6.02M | Buy |
35,419
+34,354
| +3,226% | +$5.21M | 0.2% | 60 |
|
|
2023
Q3 | $154K | Sell |
1,065
-18,411
| -95% | -$2.76M | 0.01% | 171 |
|
|
2023
Q2 | $2.83M | Buy |
19,476
+18,475
| +1,846% | +$2.54M | 0.13% | 81 |
|
|
2023
Q1 | $130K | Buy |
+1,001
| New | +$137K | 0.01% | 206 |
|
|
2022
Q4 | – | Sell |
-6,184
| Closed | -$646K | – | 575 |
|
|
2022
Q3 | $646K | Sell |
6,184
-185,886
| -97% | -$21.3M | 0.03% | 140 |
|
|
2022
Q2 | $21.6M | Buy |
192,070
+93,175
| +94% | +$11.5M | 0.76% | 32 |
|
|
2022
Q1 | $13.5M | Sell |
98,895
-93,348
| -49% | -$13.8M | 0.38% | 36 |
|
|
2021
Q4 | $30.5M | Buy |
+192,243
| New | +$31.6M | 0.92% | 24 |
|
|
2021
Q3 | – | Sell |
-122,053
| Closed | -$19M | – | 406 |
|
|
2021
Q2 | $19M | Buy |
+122,053
| New | +$19.2M | 0.93% | 17 |
|
|
2021
Q1 | – | Sell |
-9,665
| Closed | -$1.23M | – | 173 |
|
|
2020
Q4 | $1.23M | Buy |
9,665
+2,082
| +27% | +$233K | 0.06% | 121 |
|
|
2020
Q3 | $730K | Buy |
+7,583
| New | +$745K | 0.04% | 128 |
|
|
2018
Q3 | – | Sell |
-4,480
| Closed | -$467K | – | 698 |
|
|
2018
Q2 | $467K | Sell |
4,480
-12,146
| -73% | -$1.33M | 0.05% | 116 |
|
|
2018
Q1 | $1.83M | Buy |
16,626
+7,889
| +90% | +$893K | 0.01% | 82 |
|
|
2017
Q4 | $934K | Sell |
8,737
-1,510
| -15% | -$153K | 0.06% | 91 |
|
|
2017
Q3 | $3.1M | Buy |
10,247
+9,937
| +3,205% | +$916K | 0.21% | 49 |
|
|
2017
Q2 | $28K | Sell |
310
-80
| -21% | -$6.9K | ﹤0.01% | 366 |
|
|
2017
Q1 | $34K | Buy |
+390
| New | +$34.4K | ﹤0.01% | 285 |
|
Other funds holding JPM
Itau Unibanco Holding S.A.'s JPM Position: Q2 2026 in Review
Itau Unibanco Holding S.A. sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 484 shares — an estimated $142K sold.
Itau Unibanco Holding S.A. first reported a position in JPM in Q1 2017 and held it in 23 quarters. The position peaked at $30.5M in Q4 2021. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Itau Unibanco Holding S.A. reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
- Itau Unibanco Holding S.A. sold 484 JPMorgan Chase shares in Q2 2026, an estimated $142K.
- Itau Unibanco Holding S.A. first reported a position in JPMorgan Chase in Q1 2017 and held it in 23 quarters.
- Itau Unibanco Holding S.A.'s JPMorgan Chase position peaked at $30.5M in Q4 2021.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.