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JPMJPM
5 quarters

Position history for Alphinity Investment Management Pty LtdAlphinity Investment Management Pty Ltd's holdings in JPMORGAN CHASE & CO

Alphinity Investment Management Pty Ltd holds 1.3M shares of JPM (JPMORGAN CHASE & CO), worth $429.7M as of 2026-Q2. The position was increased (+1.8% shares). JPM represents 7.2% of Alphinity Investment Management Pty Ltd's portfolio.

Current Value

$429.7M

Current Shares

1.3M

Total Value Change

-$50M

Total Shares Change

-341,856

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+1.8%
$429.7M7.2%$325.86
63
2026-Q1
Decreased
1.3M
-41.9%
$379.2M6.7%$300.26
0
2025-Q4
Increased
2.2M
+12.1%
$714.4M7.2%$321.97
70
2025-Q3
Increased
2M
+19.6%
$624M6.1%$312.75
73
2025-Q2
New
1.7M
-
$479.7M4.1%$283.07
88

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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