Tandem Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,164
| Closed | -$342K | – | 78 |
|
|
2026
Q1 | $342K | Buy |
1,164
+155
| +15% | +$47K | 0.02% | 59 |
|
|
2025
Q4 | $325K | Sell |
1,009
-159
| -14% | -$49.2K | 0.01% | 65 |
|
|
2025
Q3 | $368K | Buy |
1,168
+234
| +25% | +$69.6K | 0.01% | 60 |
|
|
2025
Q2 | $271K | Sell |
934
-288
| -24% | -$73.5K | 0.01% | 59 |
|
|
2025
Q1 | $300K | Sell |
1,222
-1,212
| -50% | -$309K | 0.01% | 61 |
|
|
2024
Q4 | $583K | Sell |
2,434
-93
| -4% | -$21.7K | 0.02% | 54 |
|
|
2024
Q3 | $533K | Buy |
2,527
+182
| +8% | +$38.3K | 0.02% | 58 |
|
|
2024
Q2 | $474K | Sell |
2,345
-52
| -2% | -$10.2K | 0.02% | 56 |
|
|
2024
Q1 | $480K | Sell |
2,397
-246
| -9% | -$44.4K | 0.02% | 57 |
|
|
2023
Q4 | $450K | Sell |
2,643
-541
| -17% | -$82K | 0.02% | 61 |
|
|
2023
Q3 | $462K | Sell |
3,184
-460
| -13% | -$69K | 0.02% | 62 |
|
|
2023
Q2 | $530K | Buy |
3,644
+912
| +33% | +$125K | 0.02% | 59 |
|
|
2023
Q1 | $356K | Sell |
2,732
-695
| -20% | -$95.2K | 0.02% | 64 |
|
|
2022
Q4 | $460K | Buy |
3,427
+798
| +30% | +$101K | 0.02% | 63 |
|
|
2022
Q3 | $275K | Sell |
2,629
-75
| -3% | -$8.61K | 0.02% | 73 |
|
|
2022
Q2 | $305K | Buy |
2,704
+629
| +30% | +$77.9K | 0.02% | 66 |
|
|
2022
Q1 | $283K | Sell |
2,075
-1,785
| -46% | -$263K | 0.02% | 60 |
|
|
2021
Q4 | $611K | Buy |
3,860
+738
| +24% | +$121K | 0.04% | 53 |
|
|
2021
Q3 | $511K | Sell |
3,122
-86
| -3% | -$13.5K | 0.04% | 50 |
|
|
2021
Q2 | $499K | Buy |
3,208
+487
| +18% | +$76.5K | 0.04% | 48 |
|
|
2021
Q1 | $414K | Sell |
2,721
-491
| -15% | -$70.6K | 0.04% | 51 |
|
|
2020
Q4 | $408K | Sell |
3,212
-263
| -8% | -$29.4K | 0.04% | 51 |
|
|
2020
Q3 | $335K | Sell |
3,475
-1,800
| -34% | -$177K | 0.04% | 53 |
|
|
2020
Q2 | $496K | Buy |
5,275
+924
| +21% | +$87.7K | 0.07% | 48 |
|
|
2020
Q1 | $392K | Sell |
4,351
-2,012
| -32% | -$244K | 0.06% | 51 |
|
|
2019
Q4 | $887K | Sell |
6,363
-467
| -7% | -$59.9K | 0.15% | 42 |
|
|
2019
Q3 | $804K | Buy |
6,830
+3,318
| +94% | +$375K | 0.15% | 41 |
|
|
2019
Q2 | $393K | Sell |
3,512
-624
| -15% | -$68.8K | 0.07% | 49 |
|
|
2019
Q1 | $419K | Sell |
4,136
-1,496
| -27% | -$154K | 0.09% | 50 |
|
|
2018
Q4 | $550K | Buy |
5,632
+1,825
| +48% | +$194K | 0.14% | 44 |
|
|
2018
Q3 | $430K | Buy |
3,807
+60
| +2% | +$6.81K | 0.12% | 45 |
|
|
2018
Q2 | $390K | Sell |
3,747
-50
| -1% | -$5.49K | 0.12% | 43 |
|
|
2018
Q1 | $418K | Sell |
3,797
-814
| -18% | -$92.2K | 0.14% | 42 |
|
|
2017
Q4 | $493K | Buy |
4,611
+1,732
| +60% | +$175K | 0.17% | 45 |
|
|
2017
Q3 | $275K | Sell |
2,879
-92
| -3% | -$8.48K | 0.1% | 52 |
|
|
2017
Q2 | $272K | Buy |
2,971
+458
| +18% | +$39.5K | 0.11% | 56 |
|
|
2017
Q1 | $221K | Buy |
+2,513
| New | +$222K | 0.1% | 53 |
|
Other funds holding JPM
Tandem Investment Advisors's JPM Position: Q2 2026 in Review
Tandem Investment Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,164 shares — an estimated $342K sold.
Tandem Investment Advisors first reported a position in JPM in Q1 2017 and held it in 37 quarters. The position peaked at $887K in Q4 2019. 2,915 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Tandem Investment Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
- Tandem Investment Advisors sold 1,164 JPMorgan Chase shares in Q2 2026, an estimated $342K.
- Tandem Investment Advisors first reported a position in JPMorgan Chase in Q1 2017 and held it in 37 quarters.
- Tandem Investment Advisors's JPMorgan Chase position peaked at $887K in Q4 2019.
- 2,915 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.