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TCM Advisors’s JPMorgan Chase JPM Stock Holding History

TCM 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
Q1 		– Hold
0
– – – 35
2025
Q4 		– Hold
0
– – – 26
2025
Q3 		– Hold
0
– – – 27
2025
Q2 		– Hold
0
– – – 43
2025
Q1 		– Hold
0
– – – 43
2024
Q4 		– Hold
0
– – – 47
2024
Q3 		– Hold
0
– – – 50
2024
Q2 		– Hold
0
– – – 46
2024
Q1 		– Hold
0
– – – 31
2023
Q4 		– Hold
0
– – – 39
2023
Q3 		– Hold
0
– – – 37
2023
Q2 		– Hold
0
– – – 47
2023
Q1 		– Hold
0
– – – 43
2022
Q4 		– Hold
0
– – – 40
2022
Q3 		– Hold
0
– – – 47
2022
Q2 		– Hold
0
– – – 47
2022
Q1 		– Sell
-5,000
Closed -$738K – 46
2021
Q4 		$795K Buy
+5,000
New +$821K 0.7% 45

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

TCM Advisors's JPM Position: Q1 2026 in Review

TCM Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 0 shares worth $833K. The position accounts for 0.06% of the portfolio, ranked #35.

TCM Advisors first reported a position in JPM in Q4 2021 and has held it in 1 quarter since. The position peaked at $795K in Q4 2021. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TCM Advisors held 0 shares of JPMorgan Chase worth $833K as of Q1 2026.
  • TCM Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.06% of TCM Advisors's portfolio in Q1 2026, its #35 holding.
  • TCM Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 1 quarter since.
  • TCM Advisors's JPMorgan Chase position peaked at $795K in Q4 2021.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TCM Advisors's 13F filing for Q1 2026, filed 14 May 2026.