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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TAGStone Capital's JPM Position: Q1 2026 in Review

TAGStone Capital increased its JPMorgan Chase (JPM) stake by 51% in Q1 2026, buying an estimated $471K and bringing the position to 4,612 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #42.

TAGStone Capital first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TAGStone Capital held 4,612 shares of JPMorgan Chase worth $1.36M as of Q1 2026.
  • TAGStone Capital bought 1,551 JPMorgan Chase shares in Q1 2026, an estimated $471K.
  • JPMorgan Chase made up 0.48% of TAGStone Capital's portfolio in Q1 2026, its #42 holding.
  • TAGStone Capital first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.