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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
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 $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

Tamar Securities's JPM Position: Q1 2026 in Review

Tamar Securities increased its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, buying an estimated $19.7K and bringing the position to 2,393 shares worth $704K. The position accounts for 0.08% of the portfolio, ranked #49.

Tamar Securities first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $750K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tamar Securities held 2,393 shares of JPMorgan Chase worth $704K as of Q1 2026.
  • Tamar Securities bought 65 JPMorgan Chase shares in Q1 2026, an estimated $19.7K.
  • JPMorgan Chase made up 0.08% of Tamar Securities's portfolio in Q1 2026, its #49 holding.
  • Tamar Securities first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • Tamar Securities's JPMorgan Chase position peaked at $750K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tamar Securities's 13F filing for Q1 2026, filed 14 May 2026.