Tanaka Capital Management’s JPMorgan Chase JPM Stock Holding History

Tanaka 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
2026 Q1	$55K	Sell	188 -19	-9%	-$5.77K	0.09%	29
2025 Q4	$67K	Hold	207	–	–	0.12%	29
2025 Q3	$65K	Buy	+207	New	+$61.6K	0.12%	29
2025 Q1	$53K	Sell	217 -15	-6%	-$3.82K	0.13%	27
2024 Q4	$56K	Sell	232 -31	-12%	-$7.22K	0.13%	29
2024 Q3	$55K	Sell	263 -31	-11%	-$6.53K	0.13%	31
2024 Q2	$59K	Sell	294 -25	-8%	-$4.89K	0.14%	31
2024 Q1	$64K	Sell	319 -12	-4%	-$2.17K	0.16%	32
2023 Q4	$56K	Hold	331	–	–	0.14%	31
2023 Q3	$48K	Sell	331 -20	-6%	-$3K	0.14%	28
2023 Q2	$51K	Sell	351 -35	-9%	-$4.81K	0.14%	29
2023 Q1	$50K	Hold	386	–	–	0.15%	30
2022 Q4	$52K	Sell	386 -6	-2%	-$760	0.17%	29
2022 Q3	$41K	Hold	392	–	–	0.12%	29
2022 Q2	$44K	Sell	392 -1,080	-73%	-$134K	0.14%	30
2022 Q1	$201K	Sell	1,472 -15	-1%	-$2.21K	0.41%	29
2021 Q4	$235K	Sell	1,487 -338	-19%	-$55.5K	0.45%	28
2021 Q3	$299K	Sell	1,825 -100	-5%	-$15.7K	0.43%	29
2021 Q2	$299K	Sell	1,925 -2,390	-55%	-$375K	0.4%	29
2021 Q1	$657K	Buy	4,315 +2,390	+124%	+$344K	0.83%	24
2020 Q4	$245K	Hold	1,925	–	–	0.54%	26
2020 Q3	$185K	Hold	1,925	–	–	0.58%	30
2020 Q2	$181K	Sell	1,925 -12	-0.6%	-$1.14K	0.56%	29
2020 Q1	$174K	Hold	1,937	–	–	0.76%	26
2019 Q4	$270K	Hold	1,937	–	–	0.86%	26
2019 Q3	$228K	Sell	1,937 -54	-3%	-$6.11K	0.74%	27
2019 Q2	$223K	Sell	1,991 -19	-0.9%	-$2.1K	0.68%	29
2019 Q1	$203K	Buy	2,010 +11	+0.6%	+$1.13K	0.61%	30
2018 Q4	$195K	Hold	1,999	–	–	0.62%	29
2018 Q3	$226K	Hold	1,999	–	–	0.53%	32
2018 Q2	$208K	Hold	1,999	–	–	0.5%	34
2018 Q1	$220K	Buy	1,999 +81	+4%	+$9.17K	0.53%	31
2017 Q4	$205K	Sell	1,918 -76	-4%	-$7.7K	0.47%	29
2017 Q3	$190K	Hold	1,994	–	–	0.42%	30
2017 Q2	$182K	Buy	1,994 +264	+15%	+$22.8K	0.42%	30
2017 Q1	$152K	Hold	1,730	–	–	0.34%	34
2016 Q4	$149K	Hold	1,730	–	–	0.35%	31
2016 Q3	$115K	Hold	1,730	–	–	0.28%	32
2016 Q2	$108K	Hold	1,730	–	–	0.28%	31
2016 Q1	$102K	Hold	1,730	–	–	0.23%	37
2015 Q4	$114K	Hold	1,730	–	–	0.25%	41
2015 Q3	$105K	Hold	1,730	–	–	0.27%	34
2015 Q2	$117K	Hold	1,730	–	–	0.29%	32
2015 Q1	$105K	Sell	1,730 -80	-4%	-$4.74K	0.29%	31
2014 Q4	$113K	Buy	+1,810	New	+$109K	0.34%	31

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tanaka Capital Management's JPM Position: Q1 2026 in Review

Tanaka Capital Management reduced its JPMorgan Chase (JPM) stake by 9.2% in Q1 2026, selling an estimated $5.77K and leaving 188 shares worth $55K. The position accounts for 0.09% of the portfolio, ranked #29.

Tanaka Capital Management first reported a position in JPM in Q4 2014 and has held it in 45 quarters since. The position peaked at $657K in Q1 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Tanaka Capital Management held 188 shares of JPMorgan Chase worth $55K as of Q1 2026.
Tanaka Capital Management sold 19 JPMorgan Chase shares in Q1 2026, an estimated $5.77K.
JPMorgan Chase made up 0.09% of Tanaka Capital Management's portfolio in Q1 2026, its #29 holding.
Tanaka Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 45 quarters since.
Tanaka Capital Management's JPMorgan Chase position peaked at $657K in Q1 2021.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tanaka Capital Management's 13F filing for Q1 2026, filed 18 May 2026.