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Transatlantique Private Wealth’s JPMorgan Chase JPM Stock Holding History

Transatlantique Private Wealth’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
2025
Q4 		$5.49M Sell
17,143
-324
-2% -$100K 1.72% 11
2025
Q3 		$5.51M Sell
17,467
-124
-0.7% -$36.9K 1.8% 8
2025
Q2 		$5.1M Sell
17,591
-1,229
-7% -$314K 1.88% 7
2025
Q1 		$4.62M Sell
18,820
-1,128
-6% -$288K 1.84% 7
2024
Q4 		$4.78M Sell
19,948
-3,064
-13% -$714K 1.82% 9
2024
Q3 		$4.85M Buy
23,012
+284
+1% +$59.8K 1.85% 6
2024
Q2 		$4.58M Buy
22,728
+16
+0.1% +$3.13K 1.87% 6
2024
Q1 		$4.55M Sell
22,712
-185
-0.8% -$33.4K 1.98% 4
2023
Q4 		$3.89M Buy
22,897
+1,571
+7% +$238K 1.82% 4
2023
Q3 		$3.09M Buy
21,326
+167
+0.8% +$25K 1.66% 5
2023
Q2 		$3.08M Buy
21,159
+859
+4% +$118K 1.61% 6
2023
Q1 		$2.64M Buy
20,300
+6,209
+44% +$851K 1.46% 7
2022
Q4 		$1.88M Buy
14,091
+1,459
+12% +$185K 1.13% 17
2022
Q3 		$1.32M Buy
12,632
+2,212
+21% +$254K 0.88% 29
2022
Q2 		$1.17M Buy
+10,420
New +$1.29M 0.82% 31

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Transatlantique Private Wealth's JPM Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.9% in Q4 2025, selling an estimated $100K and leaving 17,143 shares worth $5.49M. The position accounts for 1.72% of the portfolio, ranked #11.

Transatlantique Private Wealth first reported a position in JPM in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.51M in Q3 2025. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Transatlantique Private Wealth held 17,143 shares of JPMorgan Chase worth $5.49M as of Q4 2025.
  • Transatlantique Private Wealth sold 324 JPMorgan Chase shares in Q4 2025, an estimated $100K.
  • JPMorgan Chase made up 1.72% of Transatlantique Private Wealth's portfolio in Q4 2025, its #11 holding.
  • Transatlantique Private Wealth first reported a position in JPMorgan Chase in Q2 2022 and has held it in 15 quarters since.
  • Transatlantique Private Wealth's JPMorgan Chase position peaked at $5.51M in Q3 2025.
  • 5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.