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TCP Asset Management’s JPMorgan Chase JPM Stock Holding History

TCP 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 		$481K Hold
1,469
– – 0.05% 82
2026
Q1 		$432K Sell
1,469
-1,014
-41% -$308K 0.06% 77
2025
Q4 		$800K Sell
2,483
-4
-0.2% -$1.24K 0.13% 42
2025
Q3 		$785K Buy
2,487
+254
+11% +$75.5K 0.14% 40
2025
Q2 		$647K Buy
2,233
+62
+3% +$15.8K 0.13% 41
2025
Q1 		$532K Sell
2,171
-82
-4% -$20.9K 0.12% 44
2024
Q4 		$540K Sell
2,253
-27
-1% -$6.29K 0.12% 45
2024
Q3 		$481K Buy
2,280
+161
+8% +$33.9K 0.11% 49
2024
Q2 		$429K Buy
2,119
+110
+5% +$21.5K 0.11% 45
2024
Q1 		$402K Buy
2,009
+65
+3% +$11.7K 0.11% 48
2023
Q4 		$331K Buy
1,944
+39
+2% +$5.91K 0.12% 49
2023
Q3 		$276K Sell
1,905
-17
-0.9% -$2.55K 0.12% 49
2023
Q2 		$280K Sell
1,922
-58
-3% -$7.98K 0.12% 50
2023
Q1 		$258K Buy
+1,980
New +$271K 0.14% 48

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCP Asset Management's JPM Position: Q2 2026 in Review

TCP Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,469 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #82.

TCP Asset Management first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $800K in Q4 2025. 2,858 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TCP Asset Management held 1,469 shares of JPMorgan Chase worth $481K as of Q2 2026.
  • TCP Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.05% of TCP Asset Management's portfolio in Q2 2026, its #82 holding.
  • TCP Asset Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • TCP Asset Management's JPMorgan Chase position peaked at $800K in Q4 2025.
  • 2,858 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.