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TBH Global Asset Management’s JPMorgan Chase JPM Stock Holding History

TBH Global Asset 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
2026
Q2 		$4.88M Sell
14,903
-283
-2% -$87.9K 0.89% 24
2026
Q1 		$4.47M Sell
15,186
-108
-0.7% -$32.8K 0.9% 25
2025
Q4 		$4.93M Sell
15,294
-391
-2% -$121K 0.82% 25
2025
Q3 		$4.95M Buy
15,685
+183
+1% +$54.4K 0.97% 21
2025
Q2 		$4.49M Sell
15,502
-6,347
-29% -$1.62M 0.96% 19
2025
Q1 		$5.36M Buy
21,849
+11,197
+105% +$2.85M 1.03% 19
2024
Q4 		$2.55M Buy
10,652
+110
+1% +$25.6K 0.6% 36
2024
Q3 		$2.22M Buy
10,542
+213
+2% +$44.9K 0.49% 44
2024
Q2 		$2.09M Sell
10,329
-1,327
-11% -$259K 0.46% 49
2024
Q1 		$2.33M Buy
11,656
+1,026
+10% +$185K 0.47% 46
2023
Q4 		$1.81M Sell
10,630
-1,047
-9% -$159K 0.37% 51
2023
Q3 		$1.69M Buy
11,677
+441
+4% +$66.1K 0.33% 56
2023
Q2 		$1.63M Buy
11,236
+1,784
+19% +$245K 0.32% 60
2023
Q1 		$1.23M Buy
9,452
+899
+11% +$123K 0.26% 71
2022
Q4 		$1.15M Buy
8,553
+171
+2% +$21.7K 0.28% 71
2022
Q3 		$876K Buy
8,382
+5
+0.1% +$574 0.22% 72
2022
Q2 		$943K Sell
8,377
-3,342
-29% -$414K 0.22% 73
2022
Q1 		$1.6M Buy
11,719
+519
+5% +$76.6K 0.34% 64
2021
Q4 		$1.77M Buy
11,200
+178
+2% +$29.2K 0.37% 62
2021
Q3 		$1.8M Sell
11,022
-140
-1% -$21.9K 0.42% 58
2021
Q2 		$1.74M Buy
11,162
+2,599
+30% +$408K 0.4% 60
2021
Q1 		$1.3M Buy
8,563
+4
+0% +$575 0.34% 60
2020
Q4 		$1.09M Sell
8,559
-114
-1% -$12.7K 0.33% 59
2020
Q3 		$835K Sell
8,673
-25,528
-75% -$2.51M 0.29% 67
2020
Q2 		$3.22M Buy
34,201
+7,089
+26% +$673K 1.28% 19
2020
Q1 		$2.49M Buy
27,112
+19,203
+243% +$2.33M 1.05% 21
2019
Q4 		$1.1M Buy
+7,909
New +$1.01M 0.33% 58

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

TBH Global Asset Management's JPM Position: Q2 2026 in Review

TBH Global Asset Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $87.9K and leaving 14,903 shares worth $4.88M. The position accounts for 0.89% of the portfolio, ranked #24.

TBH Global Asset Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.36M in Q1 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TBH Global Asset Management held 14,903 shares of JPMorgan Chase worth $4.88M as of Q2 2026.
  • TBH Global Asset Management sold 283 JPMorgan Chase shares in Q2 2026, an estimated $87.9K.
  • JPMorgan Chase made up 0.89% of TBH Global Asset Management's portfolio in Q2 2026, its #24 holding.
  • TBH Global Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • TBH Global Asset Management's JPMorgan Chase position peaked at $5.36M in Q1 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.