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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
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% +$6.13K 0.18% 40
2021
Q1 		$448K Buy
2,945
+48
+2% +$6.91K 0.17% 45
2020
Q4 		$368K Buy
2,897
+89
+3% +$9.95K 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

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 $3.37T AUM 44.26% 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

Tamar Securities's JPM Position: Q2 2026 in Review

Tamar Securities reduced its JPMorgan Chase (JPM) stake by 9% in Q2 2026, selling an estimated $67.1K and leaving 2,177 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #55.

Tamar Securities first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $750K in Q4 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tamar Securities held 2,177 shares of JPMorgan Chase worth $713K as of Q2 2026.
  • Tamar Securities sold 216 JPMorgan Chase shares in Q2 2026, an estimated $67.1K.
  • JPMorgan Chase made up 0.07% of Tamar Securities's portfolio in Q2 2026, its #55 holding.
  • Tamar Securities first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • Tamar Securities's JPMorgan Chase position peaked at $750K in Q4 2025.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tamar Securities's 13F filing for Q2 2026, filed 5 Aug 2026.