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Tandem Capital Management’s JPMorgan Chase JPM Stock Holding History

Tandem 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
Q2 		$5.41M Buy
16,520
+298
+2% +$92.5K 2.27% 11
2026
Q1 		$4.77M Sell
16,222
-190
-1% -$57.7K 2.39% 9
2025
Q4 		$5.29M Sell
16,412
-50
-0.3% -$15.5K 2.41% 9
2025
Q3 		$5.19M Buy
16,462
+22
+0.1% +$6.54K 2.42% 9
2025
Q2 		$4.77M Sell
16,440
-155
-0.9% -$39.6K 2.41% 10
2025
Q1 		$4.07M Buy
16,595
+42
+0.3% +$10.7K 2.27% 9
2024
Q4 		$3.97M Sell
16,553
-517
-3% -$120K 2.12% 13
2024
Q3 		$3.6M Sell
17,070
-1,000
-6% -$211K 1.9% 16
2024
Q2 		$3.7M Sell
18,070
-45
-0.2% -$8.8K 2.03% 14
2024
Q1 		$3.63M Sell
18,115
-135
-0.7% -$24.4K 2.06% 15
2023
Q4 		$3.1M Sell
18,250
-650
-3% -$98.5K 1.93% 15
2023
Q3 		$2.74M Sell
18,900
-296
-2% -$44.4K 1.88% 17
2023
Q2 		$2.79M Sell
19,196
-4
-0% -$550 1.82% 17
2023
Q1 		$2.5M Sell
19,200
-232
-1% -$31.8K 1.76% 16
2022
Q4 		$2.61M Buy
19,432
+206
+1% +$26.1K 2.05% 13
2022
Q3 		$2.35M Buy
19,226
+25
+0.1% +$2.87K 1.98% 13
2022
Q2 		$2.16M Buy
19,201
+100
+0.5% +$12.4K 1.73% 20
2022
Q1 		$2.42M Buy
19,101
+45
+0.2% +$6.64K 1.68% 21
2021
Q4 		$3.02M Buy
19,056
+1,691
+10% +$278K 1.74% 18
2021
Q3 		$2.84M Buy
17,365
+152
+0.9% +$23.8K 1.79% 18
2021
Q2 		$2.68M Sell
17,213
-10
-0.1% -$1.57K 1.69% 20
2021
Q1 		$2.62M Buy
17,223
+60
+0.3% +$8.63K 1.81% 20
2020
Q4 		$2.18M Sell
17,163
-105
-0.6% -$11.7K 1.64% 24
2020
Q3 		$1.66M Sell
17,268
-220
-1% -$21.6K 1.47% 27
2020
Q2 		$1.65M Sell
17,488
-490
-3% -$46.5K 1.61% 24
2020
Q1 		$1.62M Buy
17,978
+190
+1% +$23.1K 1.82% 20
2019
Q4 		$2.48M Buy
+17,788
New +$2.28M 2.13% 15

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

Tandem Capital Management's JPM Position: Q2 2026 in Review

Tandem Capital Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $92.5K and bringing the position to 16,520 shares worth $5.41M. The position accounts for 2.27% of the portfolio, ranked #11.

Tandem Capital Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tandem Capital Management held 16,520 shares of JPMorgan Chase worth $5.41M as of Q2 2026.
  • Tandem Capital Management bought 298 JPMorgan Chase shares in Q2 2026, an estimated $92.5K.
  • JPMorgan Chase made up 2.27% of Tandem Capital Management's portfolio in Q2 2026, its #11 holding.
  • Tandem Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.