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Itau Unibanco Holding S.A.’s JPMorgan Chase JPM Stock Holding History

Itau Unibanco Holding S.A.’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 		$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

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

Itau Unibanco Holding S.A.'s JPM Position: Q1 2026 in Review

Itau Unibanco Holding S.A. reduced its JPMorgan Chase (JPM) stake by 98% in Q1 2026, selling an estimated $6.09M and leaving 484 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Itau Unibanco Holding S.A. first reported a position in JPM in Q1 2017 and has held it in 23 quarters since. The position peaked at $30.5M in Q4 2021. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Itau Unibanco Holding S.A. held 484 shares of JPMorgan Chase worth $142K as of Q1 2026.
  • Itau Unibanco Holding S.A. sold 20,076 JPMorgan Chase shares in Q1 2026, an estimated $6.09M.
  • JPMorgan Chase made up ﹤0.01% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #181 holding.
  • Itau Unibanco Holding S.A. first reported a position in JPMorgan Chase in Q1 2017 and has held it in 23 quarters since.
  • Itau Unibanco Holding S.A.'s JPMorgan Chase position peaked at $30.5M in Q4 2021.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.