WAU
JPM icon

Wellington-Altus USA’s JPMorgan Chase JPM Stock Holding History

Wellington-Altus USA’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 		$1.58M Buy
5,368
+729
+16% +$226K 1.13% 13
2026
Q1 		$1.52M Sell
4,639
-1,345
-22% -$408K 0.89% 20
2025
Q4 		$1.93M Buy
+5,984
New +$1.85M 1.43% 13

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington-Altus USA's JPM Position: Q2 2026 in Review

Wellington-Altus USA increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $226K and bringing the position to 5,368 shares worth $1.58M. The position accounts for 1.13% of the portfolio, ranked #13.

Wellington-Altus USA first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q4 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wellington-Altus USA held 5,368 shares of JPMorgan Chase worth $1.58M as of Q2 2026.
  • Wellington-Altus USA bought 729 JPMorgan Chase shares in Q2 2026, an estimated $226K.
  • JPMorgan Chase made up 1.13% of Wellington-Altus USA's portfolio in Q2 2026, its #13 holding.
  • Wellington-Altus USA first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's JPMorgan Chase position peaked at $1.93M in Q4 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.