L.J. Altfest & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.54M | Sell |
18,834
-496
| -3% | -$151K | 0.59% | 34 |
|
|
2025
Q4 | $6.23M | Buy |
19,330
+11
| +0.1% | +$3.41K | 0.68% | 30 |
|
|
2025
Q3 | $6.09M | Sell |
19,319
-349
| -2% | -$104K | 0.68% | 33 |
|
|
2025
Q2 | $5.7M | Sell |
19,668
-136
| -0.7% | -$34.7K | 0.67% | 32 |
|
|
2025
Q1 | $4.86M | Sell |
19,804
-878
| -4% | -$224K | 0.61% | 37 |
|
|
2024
Q4 | $4.96M | Sell |
20,682
-114
| -0.5% | -$26.6K | 0.63% | 35 |
|
|
2024
Q3 | $4.38M | Sell |
20,796
-200
| -1% | -$42.1K | 0.58% | 35 |
|
|
2024
Q2 | $4.25M | Sell |
20,996
-33
| -0.2% | -$6.45K | 0.58% | 34 |
|
|
2024
Q1 | $4.21M | Sell |
21,029
-1,303
| -6% | -$235K | 0.6% | 33 |
|
|
2023
Q4 | $3.8M | Sell |
22,332
-493
| -2% | -$74.7K | 0.55% | 39 |
|
|
2023
Q3 | $3.31M | Sell |
22,825
-345
| -1% | -$51.7K | 0.52% | 35 |
|
|
2023
Q2 | $3.37M | Sell |
23,170
-633
| -3% | -$87.1K | 0.51% | 37 |
|
|
2023
Q1 | $3.1M | Buy |
23,803
+311
| +1% | +$42.6K | 0.49% | 33 |
|
|
2022
Q4 | $3.15M | Sell |
23,492
-1,890
| -7% | -$239K | 0.52% | 40 |
|
|
2022
Q3 | $2.65M | Buy |
25,382
+26
| +0.1% | +$2.98K | 0.5% | 34 |
|
|
2022
Q2 | $2.85M | Sell |
25,356
-439
| -2% | -$54.4K | 0.51% | 37 |
|
|
2022
Q1 | $3.52M | Sell |
25,795
-1,298
| -5% | -$192K | 0.63% | 27 |
|
|
2021
Q4 | $4.29M | Sell |
27,093
-89
| -0.3% | -$14.6K | 0.82% | 26 |
|
|
2021
Q3 | $4.45M | Sell |
27,182
-1,003
| -4% | -$157K | 0.93% | 22 |
|
|
2021
Q2 | $4.38M | Buy |
28,185
+275
| +1% | +$43.2K | 0.95% | 25 |
|
|
2021
Q1 | $4.25M | Sell |
27,910
-1,154
| -4% | -$166K | 1% | 22 |
|
|
2020
Q4 | $3.69M | Sell |
29,064
-27,149
| -48% | -$3.03M | 0.9% | 24 |
|
|
2020
Q3 | $5.41M | Sell |
56,213
-53
| -0.1% | -$5.21K | 1.44% | 20 |
|
|
2020
Q2 | $5.29M | Buy |
56,266
+13,173
| +31% | +$1.25M | 1.52% | 16 |
|
|
2020
Q1 | $3.88M | Buy |
+43,093
| New | +$5.24M | 1.22% | 14 |
|
|
2018
Q1 | – | Sell |
-38,952
| Closed | -$4.41M | – | 163 |
|
|
2017
Q4 | $4.17M | Sell |
38,952
-282
| -0.7% | -$28.6K | 1.58% | 9 |
|
|
2017
Q3 | $3.75M | Sell |
39,234
-454
| -1% | -$41.9K | 1.82% | 8 |
|
|
2017
Q2 | $3.63M | Buy |
39,688
+4,786
| +14% | +$413K | 2.19% | 7 |
|
|
2017
Q1 | $3.07M | Buy |
34,902
+588
| +2% | +$51.9K | 1.22% | 12 |
|
|
2016
Q4 | $2.96M | Sell |
34,314
-1,415
| -4% | -$108K | 1.48% | 13 |
|
|
2016
Q3 | $2.38M | Buy |
35,729
+293
| +0.8% | +$19.1K | 1.58% | 15 |
|
|
2016
Q2 | $2.2M | Buy |
35,436
+3,140
| +10% | +$196K | 1.53% | 16 |
|
|
2016
Q1 | $1.91M | Sell |
32,296
-2,812
| -8% | -$164K | 1.97% | 15 |
|
|
2015
Q4 | $2.32M | Sell |
35,108
-591
| -2% | -$38.5K | 2.27% | 10 |
|
|
2015
Q3 | $2.18M | Sell |
35,699
-797
| -2% | -$52.2K | 2.15% | 11 |
|
|
2015
Q2 | $2.47M | Buy |
36,496
+466
| +1% | +$30.4K | 2.27% | 11 |
|
|
2015
Q1 | $2.18M | Sell |
36,030
-728
| -2% | -$43.1K | 2.03% | 12 |
|
|
2014
Q4 | $2.3M | Buy |
+36,758
| New | +$2.21M | 1.88% | 13 |
|
|
2014
Q1 | – | Sell |
-42,106
| Closed | -$2.43M | – | 112 |
|
|
2013
Q4 | $2.46M | Buy |
+42,106
| New | +$2.31M | 2.1% | 10 |
|
Other funds holding JPM
VCM
VPM
L.J. Altfest & Co's JPM Position: Q1 2026 in Review
L.J. Altfest & Co reduced its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, selling an estimated $151K and leaving 18,834 shares worth $5.54M. The position accounts for 0.59% of the portfolio, ranked #34.
L.J. Altfest & Co first reported a position in JPM in Q4 2013 and has held it in 39 quarters since. The position peaked at $6.23M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- L.J. Altfest & Co held 18,834 shares of JPMorgan Chase worth $5.54M as of Q1 2026.
- L.J. Altfest & Co sold 496 JPMorgan Chase shares in Q1 2026, an estimated $151K.
- JPMorgan Chase made up 0.59% of L.J. Altfest & Co's portfolio in Q1 2026, its #34 holding.
- L.J. Altfest & Co first reported a position in JPMorgan Chase in Q4 2013 and has held it in 39 quarters since.
- L.J. Altfest & Co's JPMorgan Chase position peaked at $6.23M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.