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Altman Advisors, Inc.

SEC CIK
0001731671
Latest filing
Aug 10, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Altman Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
7,290
Value
$2.39M
% of portfolio
0.9%
Quarters held
18
Since Q3 2021
Holdings of JPM by Altman Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,290$2.39M0.9%−84−1.1%ReducedHolders
Q1 20267,374$2.17M0.9%−1,667−18.4%ReducedHolders
Q4 20259,041$2.91M1.1%−100−1.1%ReducedHolders
Q3 20259,141$2.88M1.1%−24−0.3%ReducedHolders
Q2 20259,165$2.66M1.1%+67+0.7%AddedHolders
Q1 20259,098$2.23M1.0%+61+0.7%AddedHolders
Q4 20249,037$2.17M0.9%+70+0.8%AddedHolders
Q3 20248,967$1.89M0.8%+8,967NewHolders
Q2 20240$00.0%−14,365−100.0%Sold outHolders
Q1 202414,365$2.86M1.4%+286+2.0%AddedHolders
Q4 202314,079$2.39M1.3%−840−5.6%ReducedHolders
Q3 202314,919$2.16M1.4%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202314,642$1.57M1.4%−3,640−19.9%ReducedHolders
Q4 202218,282$2.55M1.6%−1,172−6.0%ReducedHolders
Q3 202219,454$2.03M1.3%+714+3.8%AddedHolders
Q2 202218,740$2.11M1.2%+431+2.4%AddedHolders
Q1 202218,309$2.50M1.3%+996+5.8%AddedHolders
Q4 202117,313$2.51M1.5%+9,663+126.3%AddedHolders
Q3 20217,650$1.30M0.7%+7,650NewHolders