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Tandem Investment Partners’s JPMorgan Chase JPM Stock Holding History

Tandem Investment Partners’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 		$2M Sell
6,095
-320
-5% -$99.4K 1.54% 21
2026
Q1 		$1.89M Sell
6,415
-130
-2% -$39.5K 1.6% 21
2025
Q4 		$2.11M Sell
6,545
-1,161
-15% -$359K 1.78% 22
2025
Q3 		$2.43M Sell
7,706
-130
-2% -$38.7K 2% 19
2025
Q2 		$2.27M Buy
7,836
+761
+11% +$194K 1.98% 19
2025
Q1 		$1.74M Sell
7,075
-206
-3% -$52.5K 1.71% 22
2024
Q4 		$1.75M Buy
+7,281
New +$1.7M 1.67% 18

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 Investment Partners's JPM Position: Q2 2026 in Review

Tandem Investment Partners reduced its JPMorgan Chase (JPM) stake by 5% in Q2 2026, selling an estimated $99.4K and leaving 6,095 shares worth $2M. The position accounts for 1.54% of the portfolio, ranked #21.

Tandem Investment Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q3 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tandem Investment Partners held 6,095 shares of JPMorgan Chase worth $2M as of Q2 2026.
  • Tandem Investment Partners sold 320 JPMorgan Chase shares in Q2 2026, an estimated $99.4K.
  • JPMorgan Chase made up 1.54% of Tandem Investment Partners's portfolio in Q2 2026, its #21 holding.
  • Tandem Investment Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Tandem Investment Partners's JPMorgan Chase position peaked at $2.43M in Q3 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.