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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
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 $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

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

Tandem Capital Management reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $57.7K and leaving 16,222 shares worth $4.77M. The position accounts for 2.39% of the portfolio, ranked #9.

Tandem Capital Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.29M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tandem Capital Management held 16,222 shares of JPMorgan Chase worth $4.77M as of Q1 2026.
  • Tandem Capital Management sold 190 JPMorgan Chase shares in Q1 2026, an estimated $57.7K.
  • JPMorgan Chase made up 2.39% of Tandem Capital Management's portfolio in Q1 2026, its #9 holding.
  • Tandem Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Tandem Capital Management's JPMorgan Chase position peaked at $5.29M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.