JPMorgan Chase & Co’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.5K | Sell |
20,113
-20,383
| -50% | -$84.6K | ﹤0.01% | 4874 |
|
|
2025
Q1 | $123K | Sell |
40,496
-40,443
| -50% | -$123K | ﹤0.01% | 4642 |
|
|
2024
Q4 | $357K | Buy |
80,939
+53,847
| +199% | +$237K | ﹤0.01% | 4299 |
|
|
2024
Q3 | $101K | Buy |
27,092
+3,925
| +17% | +$14.7K | ﹤0.01% | 4721 |
|
|
2024
Q2 | $121K | Sell |
23,167
-15,774
| -41% | -$82.2K | ﹤0.01% | 4513 |
|
|
2024
Q1 | $220K | Buy |
38,941
+9,830
| +34% | +$55.6K | ﹤0.01% | 4406 |
|
|
2023
Q4 | $255K | Buy |
29,111
+14,369
| +97% | +$126K | ﹤0.01% | 4298 |
|
|
2023
Q3 | $103K | Sell |
14,742
-2,128
| -13% | -$14.8K | ﹤0.01% | 4588 |
|
|
2023
Q2 | $129K | Buy |
+16,870
| New | +$129K | ﹤0.01% | 4521 |
|
|
2021
Q4 | – | Sell |
-100,000
| Closed | -$987K | – | 5682 |
|
|
2021
Q3 | $987K | Buy |
+100,000
| New | +$987K | ﹤0.01% | 3617 |
|