Tacita Capital’s JPMorgan Chase JPM Stock Holding History

Tacita Capital’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 Q1	$960K	Buy	3,265 +39	+1%	+$11.8K	0.57%	47
2025 Q4	$1.04M	Buy	3,226 +103	+3%	+$31.9K	0.6%	41
2025 Q3	$985K	Buy	3,123 +36	+1%	+$10.7K	0.6%	41
2025 Q2	$895K	Buy	3,087 +580	+23%	+$148K	0.58%	41
2025 Q1	$615K	Hold	2,507	–	–	0.44%	45
2024 Q4	$601K	Buy	2,507 +175	+8%	+$40.8K	0.43%	45
2024 Q3	$492K	Hold	2,332	–	–	0.32%	57
2024 Q2	$472K	Hold	2,332	–	–	0.33%	59
2024 Q1	$467K	Hold	2,332	–	–	0.32%	54
2023 Q4	$397K	Buy	2,332 +12	+0.5%	+$1.82K	0.29%	65
2023 Q3	$336K	Hold	2,320	–	–	0.26%	65
2023 Q2	$337K	Hold	2,320	–	–	0.25%	67
2023 Q1	$302K	Hold	2,320	–	–	0.23%	65
2022 Q4	$311K	Hold	2,320	–	–	0.23%	65
2022 Q3	$242K	Hold	2,320	–	–	0.19%	70
2022 Q2	$261K	Hold	2,320	–	–	0.18%	71
2022 Q1	$316K	Hold	2,320	–	–	0.18%	70
2021 Q4	$367K	Buy	2,320 +425	+22%	+$69.8K	0.21%	67
2021 Q3	$310K	Hold	1,895	–	–	0.19%	65
2021 Q2	$295K	Hold	1,895	–	–	0.18%	68
2021 Q1	$288K	Hold	1,895	–	–	0.19%	73
2020 Q4	$241K	Buy	+1,895	New	+$212K	0.16%	78

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tacita Capital's JPM Position: Q1 2026 in Review

Tacita Capital increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $11.8K and bringing the position to 3,265 shares worth $960K. The position accounts for 0.57% of the portfolio, ranked #47.

Tacita Capital first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Tacita Capital held 3,265 shares of JPMorgan Chase worth $960K as of Q1 2026.
Tacita Capital bought 39 JPMorgan Chase shares in Q1 2026, an estimated $11.8K.
JPMorgan Chase made up 0.57% of Tacita Capital's portfolio in Q1 2026, its #47 holding.
Tacita Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's JPMorgan Chase position peaked at $1.04M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.