L.J. Altfest & Co’s JPMorgan Chase JPM Stock Holding History

L.J. Altfest & Co’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-37,877	Closed	-$5.28M	–	216
2019 Q4	$5.28M	Sell	37,877 -1,375	-4%	-$176K	1.33%	15
2019 Q3	$4.62M	Sell	39,252 -20	-0.1%	-$2.26K	1.19%	21
2019 Q2	$4.39M	Sell	39,272 -4,207	-10%	-$464K	1.17%	20
2019 Q1	$4.4M	Sell	43,479 -498	-1%	-$51.3K	1.07%	19
2018 Q4	$4.29M	Sell	43,977 -923	-2%	-$98.3K	1.2%	16
2018 Q3	$5.07M	Buy	44,900 +73	+0.2%	+$8.29K	1.47%	14
2018 Q2	$4.67M	Sell	44,827 -717	-2%	-$78.7K	1.74%	13
2018 Q1	$5.01M	Buy	+45,544	New	+$5.16M	2.16%	8
2014 Q4	–	Sell	-37,701	Closed	-$2.27M	–	124
2014 Q3	$2.27M	Sell	37,701 -93	-0.2%	-$5.44K	2.23%	13
2014 Q2	$2.14M	Sell	37,794 -203	-0.5%	-$11.4K	2.11%	13
2014 Q1	$2.1M	Buy	+37,997	New	+$2.2M	1.95%	10

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.