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Tandem Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Tandem Wealth Advisors’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 		$925K Buy
2,826
+171
+6% +$53.1K 0.37% 29
2026
Q1 		$781K Buy
2,655
+317
+14% +$96.2K 0.35% 29
2025
Q4 		$753K Buy
2,338
+399
+21% +$124K 0.34% 28
2025
Q3 		$612K Sell
1,939
-310
-14% -$92.2K 0.29% 29
2025
Q2 		$652K Buy
2,249
+126
+6% +$32.2K 0.32% 27
2025
Q1 		$521K Buy
2,123
+84
+4% +$21.4K 0.27% 30
2024
Q4 		$489K Buy
2,039
+59
+3% +$13.7K 0.25% 30
2024
Q3 		$418K Sell
1,980
-20
-1% -$4.21K 0.21% 33
2024
Q2 		$405K Hold
2,000
– – 0.22% 31
2024
Q1 		$401K Buy
2,000
+120
+6% +$21.7K 0.22% 31
2023
Q4 		$320K Hold
1,880
– – 0.18% 37
2023
Q3 		$273K Sell
1,880
-28
-1% -$4.2K 0.17% 39
2023
Q2 		$278K Buy
1,908
+333
+21% +$45.8K 0.17% 35
2023
Q1 		$205K Sell
1,575
-26
-2% -$3.56K 0.13% 46
2022
Q4 		$215K Buy
+1,601
New +$203K 0.14% 47

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 Wealth Advisors's JPM Position: Q2 2026 in Review

Tandem Wealth Advisors increased its JPMorgan Chase (JPM) stake by 6.4% in Q2 2026, buying an estimated $53.1K and bringing the position to 2,826 shares worth $925K. The position accounts for 0.37% of the portfolio, ranked #29.

Tandem Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tandem Wealth Advisors held 2,826 shares of JPMorgan Chase worth $925K as of Q2 2026.
  • Tandem Wealth Advisors bought 171 JPMorgan Chase shares in Q2 2026, an estimated $53.1K.
  • JPMorgan Chase made up 0.37% of Tandem Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Tandem Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.