JP Morgan Chase
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JP Morgan Chase’s AlTi Global ALTI Stock Holding History

JP Morgan Chase’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.3K Sell
17,584
-12,281
-41% -$51.9K ﹤0.01% 6084
2025
Q4 		$139K Sell
29,865
-20,373
-41% -$84.1K ﹤0.01% 5718
2025
Q3 		$179K Buy
50,238
+30,125
+150% +$125K ﹤0.01% 5578
2025
Q2 		$83.5K Sell
20,113
-20,383
-50% -$70.3K ﹤0.01% 5689
2025
Q1 		$123K Sell
40,496
-40,443
-50% -$145K ﹤0.01% 5468
2024
Q4 		$357K Buy
80,939
+53,847
+199% +$228K ﹤0.01% 5212
2024
Q3 		$101K Buy
27,092
+3,925
+17% +$16.9K ﹤0.01% 5696
2024
Q2 		$121K Sell
23,167
-15,774
-41% -$75.8K ﹤0.01% 5423
2024
Q1 		$220K Buy
38,941
+9,830
+34% +$60.6K ﹤0.01% 5298
2023
Q4 		$255K Buy
29,111
+14,369
+97% +$108K ﹤0.01% 5234
2023
Q3 		$103K Sell
14,742
-2,128
-13% -$15.8K ﹤0.01% 5457
2023
Q2 		$129K Buy
+16,870
New +$118K ﹤0.01% 5342
2021
Q4 		– Sell
-100,000
Closed -$987K – 6605
2021
Q3 		$987K Buy
+100,000
New +$971K ﹤0.01% 4323

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase's ALTI Position: Q1 2026 in Review

JP Morgan Chase reduced its AlTi Global (ALTI) stake by 41% in Q1 2026, selling an estimated $51.9K and leaving 17,584 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6084.

JP Morgan Chase first reported a position in ALTI in Q3 2021 and has held it in 13 quarters since. The position peaked at $987K in Q3 2021. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • JP Morgan Chase held 17,584 shares of AlTi Global worth $63.3K as of Q1 2026.
  • JP Morgan Chase sold 12,281 AlTi Global shares in Q1 2026, an estimated $51.9K.
  • AlTi Global made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6084 holding.
  • JP Morgan Chase first reported a position in AlTi Global in Q3 2021 and has held it in 13 quarters since.
  • JP Morgan Chase's AlTi Global position peaked at $987K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.