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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
Q1 		– Sell
-31,000
Closed -$7.43M – 6
2024
Q4 		$7.43M Buy
31,000
+14,000
+82% +$3.26M 2.7% 6
2024
Q3 		$3.58M Buy
+17,000
New +$3.58M 1.57% 8
2024
Q1 		– Sell
-75,000
Closed -$12.8M – 12
2023
Q4 		$12.8M Buy
+75,000
New +$11.4M 8.51% 4

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
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.