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Latitude Advisors’s JPMorgan Chase JPM Stock Holding History

Latitude Advisors’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
2026
Q2 		$1.59M Sell
4,850
-343
-7% -$107K 0.63% 38
2026
Q1 		$1.53M Sell
5,193
-88
-2% -$26.7K 0.7% 30
2025
Q4 		$1.7M Buy
5,281
+2
+0% +$619 0.75% 28
2025
Q3 		$1.67M Buy
5,279
+131
+3% +$39K 0.76% 27
2025
Q2 		$1.49M Sell
5,148
-50
-1% -$12.8K 0.75% 27
2025
Q1 		$1.28M Sell
5,198
-14
-0.3% -$3.57K 0.74% 28
2024
Q4 		$1.25M Sell
5,212
-46
-0.9% -$10.7K 0.7% 32
2024
Q3 		$1.11M Buy
5,258
+110
+2% +$23.2K 0.63% 37
2024
Q2 		$1.04M Buy
5,148
+143
+3% +$28K 0.64% 32
2024
Q1 		$1M Buy
5,005
+361
+8% +$65.1K 0.63% 31
2023
Q4 		$790K Sell
4,644
-102
-2% -$15.5K 0.55% 37
2023
Q3 		$688K Sell
4,746
-3
-0.1% -$450 0.49% 41
2023
Q2 		$691K Sell
4,749
-1,526
-24% -$210K 0.48% 38
2023
Q1 		$818K Sell
6,275
-236
-4% -$32.3K 0.59% 36
2022
Q4 		$873K Sell
6,511
-104
-2% -$13.2K 0.65% 28
2022
Q3 		$691K Buy
6,615
+408
+7% +$46.8K 0.57% 32
2022
Q2 		$699K Sell
6,207
-8,821
-59% -$1.09M 0.64% 33
2022
Q1 		$2.05M Buy
15,028
+3,423
+29% +$505K 0.46% 37
2021
Q4 		$1.84M Buy
11,605
+450
+4% +$73.9K 0.51% 31
2021
Q3 		$1.83M Buy
11,155
+5,557
+99% +$871K 0.58% 28
2021
Q2 		$871K Buy
5,598
+37
+0.7% +$5.81K 0.65% 28
2021
Q1 		$847K Sell
5,561
-1,486
-21% -$214K 0.69% 30
2020
Q4 		$896K Buy
+7,047
New +$788K 0.79% 30

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Latitude Advisors's JPM Position: Q2 2026 in Review

Latitude Advisors reduced its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, selling an estimated $107K and leaving 4,850 shares worth $1.59M. The position accounts for 0.63% of the portfolio, ranked #38.

Latitude Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.05M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Latitude Advisors held 4,850 shares of JPMorgan Chase worth $1.59M as of Q2 2026.
  • Latitude Advisors sold 343 JPMorgan Chase shares in Q2 2026, an estimated $107K.
  • JPMorgan Chase made up 0.63% of Latitude Advisors's portfolio in Q2 2026, its #38 holding.
  • Latitude Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's JPMorgan Chase position peaked at $2.05M in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.