Tamar Securities
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Tamar Securities’s JPMorgan Chase JPM Stock Holding History

Tamar Securities’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
Q3 		$726K Buy
2,193
+16
+0.7% +$5.6K 0.06% 52
2026
Q2 		$713K Sell
2,177
-216
-9% -$67.1K 0.07% 55
2026
Q1 		$704K Buy
2,393
+65
+3% +$19.7K 0.08% 49
2025
Q4 		$750K Sell
2,328
-35
-1% -$10.8K 0.08% 50
2025
Q3 		$745K Buy
2,363
+41
+2% +$12.2K 0.08% 52
2025
Q2 		$673K Buy
2,322
+8
+0.3% +$2.04K 0.08% 52
2025
Q1 		$568K Sell
2,314
-7
-0.3% -$1.78K 0.08% 51
2024
Q4 		$556K Sell
2,321
-20
-0.9% -$4.66K 0.08% 50
2024
Q3 		$494K Sell
2,341
-31
-1% -$6.53K 0.07% 49
2024
Q2 		$480K Sell
2,372
-287
-11% -$56.1K 0.08% 50
2024
Q1 		$533K Sell
2,659
-83
-3% -$15K 0.09% 48
2023
Q4 		$466K Buy
2,742
+74
+3% +$11.2K 0.09% 44
2023
Q3 		$387K Buy
2,668
+25
+0.9% +$3.75K 0.09% 47
2023
Q2 		$384K Sell
2,643
-66
-2% -$9.08K 0.09% 44
2023
Q1 		$353K Sell
2,709
-31
-1% -$4.25K 0.1% 43
2022
Q4 		$367K Sell
2,740
-61
-2% -$7.73K 0.12% 42
2022
Q3 		$293K Buy
2,801
+3
+0.1% +$344 0.09% 46
2022
Q2 		$315K Buy
2,798
+289
+12% +$35.8K 0.1% 46
2022
Q1 		$342K Buy
2,509
+647
+35% +$95.5K 0.1% 47
2021
Q4 		$295K Sell
1,862
-19
-1% -$3.12K 0.09% 49
2021
Q3 		$308K Sell
1,881
-1,103
-37% -$173K 0.11% 43
2021
Q2 		$464K Buy
2,984
+39
+1% +$6.12K 0.18% 40
2021
Q1 		$448K Buy
2,945
+48
+2% +$6.91K 0.17% 45
2020
Q4 		$368K Buy
2,897
+89
+3% +$9.9K 0.21% 35
2020
Q3 		$270K Buy
2,808
+173
+7% +$17K 0.17% 41
2020
Q2 		$248K Buy
+2,635
New +$250K 0.2% 41

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Tamar Securities's JPM Position: Q3 2026 in Review

Tamar Securities increased its JPMorgan Chase (JPM) stake by 0.73% in Q3 2026, buying an estimated $5.6K and bringing the position to 2,193 shares worth $726K. The position accounts for 0.06% of the portfolio, ranked #52.

Tamar Securities first reported a position in JPM in Q2 2020 and has held it in 26 quarters since. The position peaked at $750K in Q4 2025. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Tamar Securities held 2,193 shares of JPMorgan Chase worth $726K as of Q3 2026.
  • Tamar Securities bought 16 JPMorgan Chase shares in Q3 2026, an estimated $5.6K.
  • JPMorgan Chase made up 0.06% of Tamar Securities's portfolio in Q3 2026, its #52 holding.
  • Tamar Securities first reported a position in JPMorgan Chase in Q2 2020 and has held it in 26 quarters since.
  • Tamar Securities's JPMorgan Chase position peaked at $750K in Q4 2025.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Tamar Securities's 13F filing for Q3 2026, filed 3 Nov 2026.