JP Morgan Chase
ITUB icon

JP Morgan Chase’s Itaú Unibanco ITUB Stock Holding History

JP Morgan Chase’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-237,930
Closed -$1.46M – 7635
2023
Q4 		$1.46M Hold
237,930
– – ﹤0.01% 4074
2023
Q3 		$1.13M Hold
237,930
– – ﹤0.01% 3979
2023
Q2 		$1.24M Buy
+237,930
New +$1.12M ﹤0.01% 3887
2022
Q1 		– Sell
-57,783
Closed -$191K – 6809
2021
Q4 		$191K Sell
57,783
-10,933
-16% -$39.4K ﹤0.01% 5388
2021
Q3 		$264K Hold
68,716
– – ﹤0.01% 5086
2021
Q2 		$301K Sell
68,716
-120,254
-64% -$485K ﹤0.01% 5014
2021
Q1 		$682K Buy
188,970
+97,440
+106% +$368K ﹤0.01% 4481
2020
Q4 		$406K Buy
+91,530
New +$342K ﹤0.01% 4491
2020
Q2 		– Sell
-206,149
Closed -$674K – 5529
2020
Q1 		$674K Sell
206,149
-309,224
-60% -$1.59M ﹤0.01% 3663
2019
Q4 		$3.43M Buy
515,373
+206,149
+67% +$1.29M ﹤0.01% 2990
2019
Q3 		$1.89M Hold
309,224
– – ﹤0.01% 3457
2019
Q2 		$2.12M Hold
309,224
– – ﹤0.01% 3346
2019
Q1 		$1.98M Sell
309,224
-110,290
-26% -$780K ﹤0.01% 3339
2018
Q4 		$2.79M Sell
419,514
-137,914
-25% -$886K ﹤0.01% 3040
2018
Q3 		$2.97M Buy
557,428
+137,914
+33% +$741K ﹤0.01% 3165
2018
Q2 		$2.11M Buy
419,514
+7,215
+2% +$44.8K ﹤0.01% 3379
2018
Q1 		$3.12M Sell
412,299
-210,066
-34% -$1.57M ﹤0.01% 2953
2017
Q4 		$3.92M Buy
+622,365
New +$3.97M ﹤0.01% 2872
2016
Q1 		– Sell
-1,019,079
Closed -$2.93M – 4805
2015
Q4 		$2.93M Buy
+1,019,079
New +$3.24M ﹤0.01% 2549
2015
Q1 		– Sell
-81,617
Closed -$426K – 4162
2014
Q4 		$426K Buy
+81,617
New +$459K ﹤0.01% 3733

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase reduced its Itaú Unibanco (ITUB) stake by 3% in Q1 2026, selling an estimated $10.8M and leaving 42,252,980 shares worth $333M. The position accounts for 0.02% of the portfolio, ranked #518.

JP Morgan Chase first reported a position in ITUB in Q2 2013 and has held it in 52 quarters since. The position peaked at $595M in Q1 2018. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • JP Morgan Chase held 42,252,980 shares of Itaú Unibanco worth $333M as of Q1 2026.
  • JP Morgan Chase sold 1,287,370 Itaú Unibanco shares in Q1 2026, an estimated $10.8M.
  • Itaú Unibanco made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #518 holding.
  • JP Morgan Chase first reported a position in Itaú Unibanco in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Itaú Unibanco position peaked at $595M in Q1 2018.
  • 388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

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