Tanglewood Legacy Advisors’s JPMorgan Chase JPM Stock Holding History

Tanglewood Legacy 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	$578K	Hold	1,766	–	–	0.19%	70
2026 Q1	$519K	Hold	1,766	–	–	0.19%	71
2025 Q4	$569K	Buy	1,766 +122	+7%	+$37.8K	0.21%	64
2025 Q3	$519K	Hold	1,644	–	–	0.2%	65
2025 Q2	$477K	Hold	1,644	–	–	0.2%	65
2025 Q1	$403K	Sell	1,644 -13	-0.8%	-$3.31K	0.18%	68
2024 Q4	$397K	Buy	1,657 +1,384	+507%	+$322K	0.17%	71
2024 Q3	$57.6K	Hold	273	–	–	0.03%	155
2024 Q2	$55.2K	Hold	273	–	–	0.03%	154
2024 Q1	$54.7K	Buy	273 +13	+5%	+$2.35K	0.03%	154
2023 Q4	$44.2K	Sell	260 -1,355	-84%	-$205K	0.02%	162
2023 Q3	$234K	Hold	1,615	–	–	0.14%	75
2023 Q2	$235K	Hold	1,615	–	–	0.14%	74
2023 Q1	$210K	Hold	1,615	–	–	0.13%	73
2022 Q4	$217K	Buy	+1,615	New	+$205K	0.15%	56

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tanglewood Legacy Advisors's JPM Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,766 shares worth $578K. The position accounts for 0.19% of the portfolio, ranked #70.

Tanglewood Legacy Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tanglewood Legacy Advisors held 1,766 shares of JPMorgan Chase worth $578K as of Q2 2026.
Tanglewood Legacy Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.19% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #70 holding.
Tanglewood Legacy Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.