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Pictet North America Advisors’s JPMorgan Chase JPM Stock Holding History

Pictet North America 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 		$21.2M Sell
64,836
-2,674
-4% -$830K 1.87% 15
2026
Q1 		$19.9M Sell
67,510
-2,791
-4% -$847K 1.97% 16
2025
Q4 		$22.7M Sell
70,301
-2,231
-3% -$691K 2.15% 12
2025
Q3 		$22.9M Sell
72,532
-425
-0.6% -$126K 2.14% 13
2025
Q2 		$21.2M Sell
72,957
-4,464
-6% -$1.14M 2.12% 15
2025
Q1 		$19M Buy
77,421
+3,286
+4% +$838K 1.9% 17
2024
Q4 		$17.8M Sell
74,135
-6,872
-8% -$1.6M 1.69% 17
2024
Q3 		$17.1M Buy
81,007
+882
+1% +$186K 1.69% 17
2024
Q2 		$16.2M Buy
80,125
+3,142
+4% +$614K 1.76% 15
2024
Q1 		$15.4M Sell
76,983
-3,333
-4% -$601K 1.72% 21
2023
Q4 		$13.7M Buy
80,316
+897
+1% +$136K 1.77% 16
2023
Q3 		$11.5M Sell
79,419
-14,226
-15% -$2.13M 1.64% 17
2023
Q2 		$13.6M Buy
93,645
+1,674
+2% +$230K 1.89% 14
2023
Q1 		$12M Sell
91,971
-8,556
-9% -$1.17M 1.93% 17
2022
Q4 		$13.5M Sell
100,527
-4,589
-4% -$581K 2.32% 16
2022
Q3 		$11M Sell
105,116
-3,361
-3% -$386K 1.75% 18
2022
Q2 		$12.2M Buy
108,477
+10
+0% +$1.24K 1.62% 21
2022
Q1 		$14.8M Sell
108,467
-2,456
-2% -$363K 1.71% 19
2021
Q4 		$17.6M Buy
110,923
+850
+0.8% +$140K 1.73% 18
2021
Q3 		$18M Sell
110,073
-285
-0.3% -$44.7K 1.78% 19
2021
Q2 		$17.2M Buy
110,358
+1,595
+1% +$251K 1.77% 19
2021
Q1 		$16.6M Buy
108,763
+2,313
+2% +$333K 1.94% 16
2020
Q4 		$13.5M Buy
106,450
+191
+0.2% +$21.3K 1.71% 19
2020
Q3 		$10.2M Sell
106,259
-969
-0.9% -$95.2K 1.44% 21
2020
Q2 		$10.1M Buy
107,228
+5,435
+5% +$516K 1.45% 21
2020
Q1 		$9.16M Sell
101,793
-22,422
-18% -$2.72M 1.57% 19
2019
Q4 		$17.3M Buy
124,215
+1,629
+1% +$209K 2.13% 15
2019
Q3 		$14.4M Buy
122,586
+9,314
+8% +$1.05M 1.97% 16
2019
Q2 		$12.7M Buy
113,272
+1,741
+2% +$192K 1.84% 19
2019
Q1 		$11.3M Sell
111,531
-15,148
-12% -$1.56M 1.69% 21
2018
Q4 		$12.4M Sell
126,679
-1,189
-0.9% -$127K 1.12% 21
2018
Q3 		$14.4M Sell
127,868
-12,163
-9% -$1.38M 1.91% 20
2018
Q2 		$14.6M Buy
140,031
+1,089
+0.8% +$119K 2.17% 17
2018
Q1 		$15.3M Sell
138,942
-2,655
-2% -$301K 2.3% 12
2017
Q4 		$15.1M Buy
141,597
+4,219
+3% +$427K 2.33% 14
2017
Q3 		$13.1M Sell
137,378
-7,089
-5% -$654K 2.08% 17
2017
Q2 		$13.2M Sell
144,467
-1,389
-1% -$120K 2.19% 16
2017
Q1 		$12.8M Buy
145,856
+107,369
+279% +$9.47M 2.14% 18
2016
Q4 		$3.32M Buy
38,487
+10,250
+36% +$782K 0.73% 29
2016
Q3 		$1.88M Sell
28,237
-4,393
-13% -$286K 0.45% 37
2016
Q2 		$2.03M Buy
32,630
+5,616
+21% +$351K 0.47% 32
2016
Q1 		$1.6M Buy
27,014
+18,134
+204% +$1.06M 0.34% 38
2015
Q4 		$586K Buy
8,880
+179
+2% +$11.7K 0.14% 57
2015
Q3 		$530K Buy
8,701
+300
+4% +$19.6K 0.15% 48
2015
Q2 		$569K Buy
8,401
+1,950
+30% +$127K 0.2% 28
2015
Q1 		$391K Hold
6,451
– – 0.07% 61
2014
Q4 		$404K Buy
+6,451
New +$388K 0.08% 57
2014
Q2 		– Sell
-11,872
Closed -$721K – 56
2014
Q1 		$721K Buy
11,872
+400
+3% +$23.1K 0.2% 32
2013
Q4 		$671K Buy
+11,472
New +$628K 0.15% 28

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Pictet North America Advisors's JPM Position: Q2 2026 in Review

Pictet North America Advisors reduced its JPMorgan Chase (JPM) stake by 4% in Q2 2026, selling an estimated $830K and leaving 64,836 shares worth $21.2M. The position accounts for 1.87% of the portfolio, ranked #15.

Pictet North America Advisors first reported a position in JPM in Q4 2013 and has held it in 49 quarters since. The position peaked at $22.9M in Q3 2025. 1,864 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pictet North America Advisors held 64,836 shares of JPMorgan Chase worth $21.2M as of Q2 2026.
  • Pictet North America Advisors sold 2,674 JPMorgan Chase shares in Q2 2026, an estimated $830K.
  • JPMorgan Chase made up 1.87% of Pictet North America Advisors's portfolio in Q2 2026, its #15 holding.
  • Pictet North America Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 49 quarters since.
  • Pictet North America Advisors's JPMorgan Chase position peaked at $22.9M in Q3 2025.
  • 1,864 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.