JPMORGAN CHASE & CO

Position in ALTI — AlTi Global, Inc.

CIK 19617 NEW YORK, NY

Position in ALTI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$76,319

+$12,665 QoQ

Shares Held

21,141

+20.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#41

of 75 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $8,132,261,554 across 207 Asset Management names. ALTI ranks #96 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	19,156,246	$2,254,115,458
2	STT	State Street Corp	4,428,797	$751,123,966
3	BLK	BlackRock, Inc.	650,612	$625,602,468
4	ARES	Ares Management Corp	5,392,155	$600,200,763
5	APO	Apollo Global Management, Inc.	4,502,365	$532,674,795
6	AMP	Ameriprise Financial Inc	1,101,289	$505,227,334
7	RJF	Raymond James Financial Inc	2,711,675	$412,255,943
8	BN	BROOKFIELD Corp /ON/	9,100,060	$387,571,549

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,319	21,141	+20.2%	Shares	Defined	2026-08-12
2026-03-31	$63,654	17,584	-41.1%	Shares	Defined	2026-05-13
2025-12-31	$138,573	29,865	-40.6%	Shares	Defined	2026-02-11
2025-09-30	$178,846	50,238	+149.8%	Shares	Defined	2025-11-07
2025-06-30	$83,468	20,113	-50.3%	Shares	Defined	2025-08-12
2025-03-31	$123,107	40,496	-50.0%	Shares	Defined	2025-05-12
2024-12-31	$356,940	80,939	+198.8%	Shares	Defined	2025-02-12
2024-09-30	$101,322	27,092	+16.9%	Shares	Defined	2024-12-26
2024-06-30	$120,698	23,167	-40.5%	Shares	Defined	2024-12-26
2024-03-31	$220,404	38,941	+33.8%	Shares	Defined	2024-12-26
2023-12-31	$255,011	29,111	+97.5%	Shares	Defined	2024-12-26
2023-09-30	$102,604	14,742	-12.6%	Shares	Defined	2023-11-14
2023-06-30	$129,224	16,870	—	Shares	Defined	2023-08-11
No filing history on record for this holder in this stock.