JPMorgan Chase & Co’s AlTi Global ALTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$83.5K Sell
2025
Q1
$123K Sell
2024
Q4
$357K Buy
2024
Q3
$101K Buy
2024
Q2
$121K Sell
2024
Q1
$220K Buy
2023
Q4
$255K Buy
2023
Q3
$103K Sell
2023
Q2
$129K Buy
2021
Q4
Sell
2021
Q3
$987K Buy