TWM
JPM icon

Tanager Wealth Management’s JPMorgan Chase JPM Stock Holding History

Tanager Wealth 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
2026
Q2 		$1.27M Buy
3,885
+177
+5% +$55K 0.11% 53
2026
Q1 		$1.09M Sell
3,708
-175
-5% -$53.1K 0.11% 51
2025
Q4 		$1.25M Buy
3,883
+251
+7% +$77.7K 0.12% 47
2025
Q3 		$1.15M Buy
3,632
+181
+5% +$53.8K 0.12% 51
2025
Q2 		$1M Sell
3,451
-359
-9% -$91.6K 0.12% 51
2025
Q1 		$935K Sell
3,810
-1,434
-27% -$366K 0.12% 45
2024
Q4 		$1.26M Buy
5,244
+1,564
+43% +$364K 0.16% 37
2024
Q3 		$776K Sell
3,680
-17
-0.5% -$3.58K 0.1% 50
2024
Q2 		$748K Sell
3,697
-4,814
-57% -$941K 0.11% 49
2024
Q1 		$1.7M Buy
8,511
+4,123
+94% +$744K 0.28% 34
2023
Q4 		$746K Sell
4,388
-53
-1% -$8.03K 0.14% 42
2023
Q3 		$644K Buy
4,441
+82
+2% +$12.3K 0.13% 42
2023
Q2 		$634K Buy
4,359
+387
+10% +$53.2K 0.14% 46
2023
Q1 		$518K Sell
3,972
-1,370
-26% -$188K 0.12% 46
2022
Q4 		$716K Buy
5,342
+3,342
+167% +$423K 0.19% 41
2022
Q3 		$209K Hold
2,000
– – 0.17% 43
2022
Q2 		$225K Hold
2,000
– – 0.19% 37
2022
Q1 		$273K Hold
2,000
– – 0.21% 31
2021
Q4 		$317K Buy
+2,000
New +$328K 0.24% 29

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Tanager Wealth Management's JPM Position: Q2 2026 in Review

Tanager Wealth Management increased its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, buying an estimated $55K and bringing the position to 3,885 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #53.

Tanager Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q1 2024. 3,054 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tanager Wealth Management held 3,885 shares of JPMorgan Chase worth $1.27M as of Q2 2026.
  • Tanager Wealth Management bought 177 JPMorgan Chase shares in Q2 2026, an estimated $55K.
  • JPMorgan Chase made up 0.11% of Tanager Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Tanager Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's JPMorgan Chase position peaked at $1.7M in Q1 2024.
  • 3,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.