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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
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 $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

TBH Global Asset Management's JPM Position: Q1 2026 in Review

TBH Global Asset Management reduced its JPMorgan Chase (JPM) stake by 0.71% in Q1 2026, selling an estimated $32.8K and leaving 15,186 shares worth $4.47M. The position accounts for 0.9% of the portfolio, ranked #25.

TBH Global Asset Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.36M in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TBH Global Asset Management held 15,186 shares of JPMorgan Chase worth $4.47M as of Q1 2026.
  • TBH Global Asset Management sold 108 JPMorgan Chase shares in Q1 2026, an estimated $32.8K.
  • JPMorgan Chase made up 0.9% of TBH Global Asset Management's portfolio in Q1 2026, its #25 holding.
  • TBH Global Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • TBH Global Asset Management's JPMorgan Chase position peaked at $5.36M in Q1 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.