JP Morgan Chase
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JP Morgan Chase’s Alphatec Holdings ATEC Stock Holding History

JP Morgan Chase’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-360,000
Closed -$3.96M – 7728
2026
Q1 		$3.96M Buy
+360,000
New +$5.24M ﹤0.01% 3539
2025
Q1 		– Sell
-111,400
Closed -$1.02M – 7316
2024
Q4 		$1.02M Sell
111,400
-12,600
-10% -$101K ﹤0.01% 4619
2024
Q3 		$689K Buy
124,000
+111,500
+892% +$856K ﹤0.01% 4708
2024
Q2 		$131K Hold
12,500
– – ﹤0.01% 5381
2024
Q1 		$172K Buy
+12,500
New +$185K ﹤0.01% 5420

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

JP Morgan Chase increased its Alphatec Holdings (ATEC) stake by 74% in Q2 2026, buying an estimated $2.57M and bringing the position to 663,062 shares worth $6.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

JP Morgan Chase first reported a position in ATEC in Q2 2013 and has held it in 37 quarters since. The position peaked at $43.2M in Q1 2024. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • JP Morgan Chase held 663,062 shares of Alphatec Holdings worth $6.35M as of Q2 2026.
  • JP Morgan Chase bought 281,602 Alphatec Holdings shares in Q2 2026, an estimated $2.57M.
  • Alphatec Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3226 holding.
  • JP Morgan Chase first reported a position in Alphatec Holdings in Q2 2013 and has held it in 37 quarters since.
  • JP Morgan Chase's Alphatec Holdings position peaked at $43.2M in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

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