Moisand Fitzgerald Tamayo’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $185K | Buy |
566
+70
| +14% | +$21.7K | 0.02% | 128 |
|
|
2026
Q1 | $146K | Hold |
496
| – | – | 0.02% | 130 |
|
|
2025
Q4 | $160K | Hold |
496
| – | – | 0.02% | 126 |
|
|
2025
Q3 | $156K | Hold |
496
| – | – | 0.02% | 128 |
|
|
2025
Q2 | $144K | Hold |
496
| – | – | 0.02% | 132 |
|
|
2025
Q1 | $122K | Sell |
496
-21
| -4% | -$5.35K | 0.02% | 134 |
|
|
2024
Q4 | $124K | Hold |
517
| – | – | 0.02% | 129 |
|
|
2024
Q3 | $109K | Sell |
517
-195
| -27% | -$41.1K | 0.02% | 141 |
|
|
2024
Q2 | $144K | Hold |
712
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $143K | Sell |
712
-35
| -5% | -$6.32K | 0.02% | 119 |
|
|
2023
Q4 | $127K | Sell |
747
-26
| -3% | -$3.94K | 0.02% | 121 |
|
|
2023
Q3 | $112K | Buy |
773
+26
| +3% | +$3.9K | 0.02% | 123 |
|
|
2023
Q2 | $109K | Sell |
747
-60
| -7% | -$8.25K | 0.02% | 119 |
|
|
2023
Q1 | $105K | Buy |
807
+20
| +3% | +$2.74K | 0.02% | 122 |
|
|
2022
Q4 | $106K | Buy |
787
+192
| +32% | +$24.3K | 0.02% | 120 |
|
|
2022
Q3 | $62K | Buy |
595
+201
| +51% | +$23.1K | 0.02% | 144 |
|
|
2022
Q2 | $44K | Buy |
394
+15
| +4% | +$1.86K | 0.01% | 166 |
|
|
2022
Q1 | $52K | Buy |
379
+5
| +1% | +$738 | 0.02% | 101 |
|
|
2021
Q4 | $59K | Hold |
374
| – | – | 0.02% | 140 |
|
|
2021
Q3 | $61K | Buy |
374
+222
| +146% | +$34.8K | 0.02% | 132 |
|
|
2021
Q2 | $24K | Hold |
152
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $23K | Sell |
152
-8
| -5% | -$1.15K | 0.01% | 163 |
|
|
2020
Q4 | $20K | Buy |
160
+8
| +5% | +$894 | 0.01% | 171 |
|
|
2020
Q3 | $15K | Buy |
152
+18
| +13% | +$1.77K | 0.01% | 175 |
|
|
2020
Q2 | $13K | Sell |
134
-110
| -45% | -$10.4K | 0.01% | 172 |
|
|
2020
Q1 | $22K | Hold |
244
| – | – | 0.01% | 143 |
|
|
2019
Q4 | $34K | Hold |
244
| – | – | 0.02% | 135 |
|
|
2019
Q3 | $29K | Hold |
244
| – | – | 0.02% | 140 |
|
|
2019
Q2 | $27K | Hold |
244
| – | – | 0.01% | 140 |
|
|
2019
Q1 | $25K | Hold |
244
| – | – | 0.01% | 151 |
|
|
2018
Q4 | $24K | Hold |
244
| – | – | 0.02% | 145 |
|
|
2018
Q3 | $28K | Hold |
244
| – | – | 0.02% | 150 |
|
|
2018
Q2 | $25K | Hold |
244
| – | – | 0.01% | 148 |
|
|
2018
Q1 | $27K | Hold |
244
| – | – | 0.02% | 150 |
|
|
2017
Q4 | $26K | Hold |
244
| – | – | 0.02% | 134 |
|
|
2017
Q3 | $23K | Buy |
+244
| New | +$22.5K | 0.01% | 155 |
|
|
2016
Q2 | – | Sell |
-58
| Closed | -$3K | – | 128 |
|
|
2016
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 194 |
|
|
2015
Q4 | $4K | Buy |
+58
| New | +$3.78K | ﹤0.01% | 178 |
|
Other funds holding JPM
Moisand Fitzgerald Tamayo's JPM Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $21.7K and bringing the position to 566 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #128.
Moisand Fitzgerald Tamayo first reported a position in JPM in Q4 2015 and has held it in 38 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Moisand Fitzgerald Tamayo held 566 shares of JPMorgan Chase worth $185K as of Q2 2026.
- Moisand Fitzgerald Tamayo bought 70 JPMorgan Chase shares in Q2 2026, an estimated $21.7K.
- JPMorgan Chase made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #128 holding.
- Moisand Fitzgerald Tamayo first reported a position in JPMorgan Chase in Q4 2015 and has held it in 38 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.