TC
JPM icon

TAGStone Capital’s JPMorgan Chase JPM Stock Holding History

TAGStone 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
Q2 		$1.53M Buy
4,680
+68
+1% +$21.1K 0.49% 42
2026
Q1 		$1.36M Buy
4,612
+1,551
+51% +$471K 0.48% 42
2025
Q4 		$986K Buy
3,061
+105
+4% +$32.5K 0.37% 51
2025
Q3 		$932K Hold
2,956
– – 0.37% 52
2025
Q2 		$854K Buy
2,956
+321
+12% +$81.9K 0.35% 52
2025
Q1 		$646K Sell
2,635
-137
-5% -$34.9K 0.32% 57
2024
Q4 		$664K Buy
2,772
+123
+5% +$28.6K 0.33% 53
2024
Q3 		$558K Buy
2,649
+114
+4% +$24K 0.29% 57
2024
Q2 		$513K Buy
2,535
+66
+3% +$12.9K 0.29% 55
2024
Q1 		$494K Buy
2,469
+110
+5% +$19.8K 0.29% 57
2023
Q4 		$401K Buy
2,359
+16
+0.7% +$2.42K 0.26% 61
2023
Q3 		$340K Buy
2,343
+117
+5% +$17.5K 0.25% 66
2023
Q2 		$324K Sell
2,226
-93
-4% -$12.8K 0.23% 67
2023
Q1 		$302K Sell
2,319
-26
-1% -$3.56K 0.23% 66
2022
Q4 		$314K Buy
+2,345
New +$297K 0.26% 59

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TAGStone Capital's JPM Position: Q2 2026 in Review

TAGStone Capital increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $21.1K and bringing the position to 4,680 shares worth $1.53M. The position accounts for 0.49% of the portfolio, ranked #42.

TAGStone Capital first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TAGStone Capital held 4,680 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
  • TAGStone Capital bought 68 JPMorgan Chase shares in Q2 2026, an estimated $21.1K.
  • JPMorgan Chase made up 0.49% of TAGStone Capital's portfolio in Q2 2026, its #42 holding.
  • TAGStone Capital first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.