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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
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 $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 Wealth Advisors's JPM Position: Q1 2026 in Review

Tandem Wealth Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $96.2K and bringing the position to 2,655 shares worth $781K. The position accounts for 0.35% of the portfolio, ranked #29.

Tandem Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tandem Wealth Advisors held 2,655 shares of JPMorgan Chase worth $781K as of Q1 2026.
  • Tandem Wealth Advisors bought 317 JPMorgan Chase shares in Q1 2026, an estimated $96.2K.
  • JPMorgan Chase made up 0.35% of Tandem Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Tandem Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.