TFO
JPM icon

Tarbox Family Office’s JPMorgan Chase JPM Stock Holding History

Tarbox Family Office’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 		$433K Sell
1,471
-1,024
-41% -$311K 0.07% 68
2025
Q4 		$804K Sell
2,495
-119
-5% -$36.8K 0.13% 49
2025
Q3 		$825K Sell
2,614
-9
-0.3% -$2.68K 0.12% 49
2025
Q2 		$760K Sell
2,623
-1
-0% -$255 0.11% 50
2025
Q1 		$644K Sell
2,624
-2
-0.1% -$510 0.11% 57
2024
Q4 		$629K Hold
2,626
– – 0.1% 55
2024
Q3 		$554K Buy
2,626
+700
+36% +$147K 0.09% 62
2024
Q2 		$390K Hold
1,926
– – 0.07% 73
2024
Q1 		$386K Buy
1,926
+229
+13% +$41.3K 0.07% 77
2023
Q4 		$289K Sell
1,697
-629
-27% -$95.3K 0.06% 80
2023
Q3 		$337K Hold
2,326
– – 0.07% 78
2023
Q2 		$338K Hold
2,326
– – 0.07% 81
2023
Q1 		$303K Sell
2,326
-4
-0.2% -$548 0.06% 80
2022
Q4 		$312K Buy
+2,330
New +$295K 0.07% 78
2022
Q3 		– Sell
-5,147
Closed -$580K – 94
2022
Q2 		$580K Buy
5,147
+3,446
+203% +$427K 0.13% 51
2022
Q1 		$232K Sell
1,701
-5,588
-77% -$825K 0.05% 88
2021
Q4 		$1.15M Sell
7,289
-4,188
-36% -$688K 0.2% 36
2021
Q3 		$1.88M Sell
11,477
-563
-5% -$88.3K 0.34% 28
2021
Q2 		$1.87M Buy
12,040
+4,717
+64% +$741K 0.33% 31
2021
Q1 		$1.11M Hold
7,323
– – 0.22% 35
2020
Q4 		$931K Sell
7,323
-2
-0% -$224 0.19% 38
2020
Q3 		$705K Sell
7,325
-177
-2% -$17.4K 0.17% 44
2020
Q2 		$706K Sell
7,502
-67
-0.9% -$6.36K 0.18% 42
2020
Q1 		$681K Sell
7,569
-181
-2% -$22K 0.22% 34
2019
Q4 		$1.08M Buy
7,750
+5,959
+333% +$764K 0.3% 24
2019
Q3 		$211K Hold
1,791
– – 0.06% 87
2019
Q2 		$200K Sell
1,791
-528
-23% -$58.2K 0.06% 91
2019
Q1 		$235K Hold
2,319
– – 0.09% 81
2018
Q4 		$226K Sell
2,319
-176
-7% -$18.8K 0.09% 74
2018
Q3 		$282K Buy
2,495
+805
+48% +$91.4K 0.1% 70
2018
Q2 		$176K Sell
1,690
-634
-27% -$69.5K 0.07% 90
2018
Q1 		$256K Buy
2,324
+100
+4% +$11.3K 0.1% 72
2017
Q4 		$238K Buy
2,224
+634
+40% +$64.2K 0.09% 74
2017
Q3 		$152K Sell
1,590
-1,646
-51% -$152K 0.07% 92
2017
Q2 		$296K Buy
3,236
+1,800
+125% +$155K 0.15% 48
2017
Q1 		$126K Hold
1,436
– – 0.07% 86
2016
Q4 		$124K Buy
1,436
+3
+0.2% +$229 0.07% 68
2016
Q3 		$95K Buy
1,433
+22
+2% +$1.43K 0.06% 76
2016
Q2 		$88K Sell
1,411
-6
-0.4% -$375 0.06% 77
2016
Q1 		$84K Buy
1,417
+34
+2% +$1.99K 0.06% 80
2015
Q4 		$91K Buy
1,383
+30
+2% +$1.95K 0.07% 67
2015
Q3 		$82K Buy
1,353
+11
+0.8% +$720 0.08% 76
2015
Q2 		$91K Hold
1,342
– – 0.08% 70
2015
Q1 		$81K Sell
1,342
-6
-0.4% -$355 0.07% 72
2014
Q4 		$84K Sell
1,348
-37
-3% -$2.23K 0.08% 71
2014
Q3 		$83K Buy
1,385
+96
+7% +$5.61K 0.07% 82
2014
Q2 		$74K Sell
1,289
-137
-10% -$7.7K 0.07% 84
2014
Q1 		$86K Sell
1,426
-2,575
-64% -$149K 0.08% 86
2013
Q4 		$234K Buy
+4,001
New +$219K 0.2% 50

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

Tarbox Family Office's JPM Position: Q1 2026 in Review

Tarbox Family Office reduced its JPMorgan Chase (JPM) stake by 41% in Q1 2026, selling an estimated $311K and leaving 1,471 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #68.

Tarbox Family Office first reported a position in JPM in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.88M in Q3 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tarbox Family Office held 1,471 shares of JPMorgan Chase worth $433K as of Q1 2026.
  • Tarbox Family Office sold 1,024 JPMorgan Chase shares in Q1 2026, an estimated $311K.
  • JPMorgan Chase made up 0.07% of Tarbox Family Office's portfolio in Q1 2026, its #68 holding.
  • Tarbox Family Office first reported a position in JPMorgan Chase in Q4 2013 and has held it in 49 quarters since.
  • Tarbox Family Office's JPMorgan Chase position peaked at $1.88M in Q3 2021.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.