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
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 $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase reduced its Alphatec Holdings (ATEC) stake by 34% in Q1 2026, selling an estimated $2.88M and leaving 381,460 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

JP Morgan Chase first reported a position in ATEC in Q2 2013 and has held it in 36 quarters since. The position peaked at $43.2M in Q1 2024. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • JP Morgan Chase held 381,460 shares of Alphatec Holdings worth $4.2M as of Q1 2026.
  • JP Morgan Chase sold 197,606 Alphatec Holdings shares in Q1 2026, an estimated $2.88M.
  • Alphatec Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3480 holding.
  • JP Morgan Chase first reported a position in Alphatec Holdings in Q2 2013 and has held it in 36 quarters since.
  • JP Morgan Chase's Alphatec Holdings position peaked at $43.2M in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

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