JP Morgan Chase
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JP Morgan Chase’s Alta Equipment Group ALTG Stock Holding History

JP Morgan Chase’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
29,573
+21,599
+271% +$145K ﹤0.01% 5627
2026
Q1 		$41.6K Sell
7,974
-59,380
-88% -$377K ﹤0.01% 6272
2025
Q4 		$310K Sell
67,354
-132,080
-66% -$725K ﹤0.01% 5296
2025
Q3 		$1.44M Buy
199,434
+144,350
+262% +$1.12M ﹤0.01% 4320
2025
Q2 		$348K Buy
55,084
+23,047
+72% +$117K ﹤0.01% 4954
2025
Q1 		$150K Sell
32,037
-35,685
-53% -$223K ﹤0.01% 5374
2024
Q4 		$443K Buy
67,722
+16,304
+32% +$114K ﹤0.01% 5104
2024
Q3 		$347K Buy
51,418
+32,218
+168% +$248K ﹤0.01% 5124
2024
Q2 		$154K Sell
19,200
-90,650
-83% -$917K ﹤0.01% 5287
2024
Q1 		$1.42M Buy
109,850
+89,551
+441% +$1.03M ﹤0.01% 4095
2023
Q4 		$251K Buy
20,299
+4,529
+29% +$48.9K ﹤0.01% 5247
2023
Q3 		$190K Buy
15,770
+915
+6% +$13.7K ﹤0.01% 5096
2023
Q2 		$257K Sell
14,855
-1,404
-9% -$20.7K ﹤0.01% 4928
2023
Q1 		$257K Buy
16,259
+2,912
+22% +$48.9K ﹤0.01% 4907
2022
Q4 		$176K Sell
13,347
-2,234
-14% -$26.9K ﹤0.01% 5103
2022
Q3 		$172K Buy
15,581
+4,320
+38% +$49.7K ﹤0.01% 5022
2022
Q2 		$101K Sell
11,261
-7,590
-40% -$83.2K ﹤0.01% 5408
2022
Q1 		$234K Sell
18,851
-18,368
-49% -$242K ﹤0.01% 5109
2021
Q4 		$545K Buy
37,219
+11,156
+43% +$164K ﹤0.01% 4773
2021
Q3 		$357K Sell
26,063
-9,807
-27% -$129K ﹤0.01% 4918
2021
Q2 		$476K Sell
35,870
-20,850
-37% -$285K ﹤0.01% 4725
2021
Q1 		$737K Buy
56,720
+1,590
+3% +$17.3K ﹤0.01% 4433
2020
Q4 		$545K Buy
55,130
+39,284
+248% +$339K ﹤0.01% 4317
2020
Q3 		$122K Buy
15,846
+635
+4% +$5.04K ﹤0.01% 4602
2020
Q2 		$119K Buy
+15,211
New +$94K ﹤0.01% 4487
2020
Q1 		– Sell
-3,125
Closed -$31K – 5260
2019
Q4 		$31K Buy
+3,125
New +$31.1K ﹤0.01% 5242

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase's ALTG Position: Q2 2026 in Review

JP Morgan Chase increased its Alta Equipment Group (ALTG) stake by 271% in Q2 2026, buying an estimated $145K and bringing the position to 29,573 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #5627.

JP Morgan Chase first reported a position in ALTG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.44M in Q3 2025. 132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • JP Morgan Chase held 29,573 shares of Alta Equipment Group worth $200K as of Q2 2026.
  • JP Morgan Chase bought 21,599 Alta Equipment Group shares in Q2 2026, an estimated $145K.
  • Alta Equipment Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5627 holding.
  • JP Morgan Chase first reported a position in Alta Equipment Group in Q4 2019 and has held it in 26 quarters since.
  • JP Morgan Chase's Alta Equipment Group position peaked at $1.44M in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.