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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
Q3 		$1.6M Sell
4,842
-8
-0.2% -$2.8K 0.5% 38
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Latitude Advisors's JPM Position: Q3 2026 in Review

Latitude Advisors reduced its JPMorgan Chase (JPM) stake by 0.16% in Q3 2026, selling an estimated $2.8K and leaving 4,842 shares worth $1.6M. The position accounts for 0.5% of the portfolio, ranked #38.

Latitude Advisors first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.05M in Q1 2022. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Latitude Advisors held 4,842 shares of JPMorgan Chase worth $1.6M as of Q3 2026.
  • Latitude Advisors sold 8 JPMorgan Chase shares in Q3 2026, an estimated $2.8K.
  • JPMorgan Chase made up 0.5% of Latitude Advisors's portfolio in Q3 2026, its #38 holding.
  • Latitude Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's JPMorgan Chase position peaked at $2.05M in Q1 2022.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.