TAM Capital Management’s JPMorgan Chase JPM Stock Holding History

TAM Capital Management’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
2025 Q3	–	Sell	-114,518	Closed	-$29.5M	–	11
2025 Q2	$29.5M	Sell	114,518 -5,808	-5%	-$1.48M	23.23%	3
2025 Q1	$29.5M	Sell	120,326 -17,691	-13%	-$4.51M	24.77%	3
2024 Q4	$33.1M	Buy	138,017 +6,948	+5%	+$1.62M	12%	4
2024 Q3	$27.6M	Buy	131,069 +12,593	+11%	+$2.65M	12.09%	4
2024 Q2	$24M	Buy	118,476 +46,719	+65%	+$9.13M	14.38%	3
2024 Q1	$28.9M	Hold	71,757	–	–	24.01%	2
2023 Q4	$12.2M	Buy	+71,757	New	+$10.9M	8.14%	5
2020 Q1	–	Sell	-45,082	Closed	-$6.28M	–	7
2019 Q4	$6.28M	Buy	+45,082	New	+$5.78M	5.7%	5
2018 Q4	$8.62M	Buy	+88,276	New	+$9.41M	9.89%	3

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TAM Capital Management's JPM Position: Q3 2025 in Review

TAM Capital Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 114,518 shares — an estimated $29.5M sold.

TAM Capital Management first reported a position in JPM in Q4 2018 and held it in 9 quarters. The position peaked at $33.1M in Q4 2024. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

TAM Capital Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
TAM Capital Management sold 114,518 JPMorgan Chase shares in Q3 2025, an estimated $29.5M.
TAM Capital Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 9 quarters.
TAM Capital Management's JPMorgan Chase position peaked at $33.1M in Q4 2024.
4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on TAM Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.