Tang Capital Management’s JPMorgan Chase JPM Stock Holding History

Tang 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
2025 Q4	–	Sell	-6,312	Closed	-$1.99M	–	136
2025 Q3	$1.99M	Hold	6,312	–	–	0.08%	129
2025 Q2	$1.83M	Sell	6,312 -2,542	-29%	-$649K	0.09%	122
2025 Q1	$2.17M	Buy	8,854 +2,253	+34%	+$574K	0.12%	111
2024 Q4	$1.58M	Buy	6,601 +1,928	+41%	+$449K	0.1%	109
2024 Q3	$985K	Buy	4,673 +2,862	+158%	+$603K	0.07%	109
2024 Q2	$366K	Buy	+1,811	New	+$354K	0.04%	105

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tang Capital Management's JPM Position: Q4 2025 in Review

Tang Capital Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 6,312 shares — an estimated $1.99M sold.

Tang Capital Management first reported a position in JPM in Q2 2024 and held it in 6 quarters. The position peaked at $2.17M in Q1 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Tang Capital Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Tang Capital Management sold 6,312 JPMorgan Chase shares in Q4 2025, an estimated $1.99M.
Tang Capital Management first reported a position in JPMorgan Chase in Q2 2024 and held it in 6 quarters.
Tang Capital Management's JPMorgan Chase position peaked at $2.17M in Q1 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Tang Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.