TD Asset Management’s JPMorgan Chase JPM Stock Holding History

TD 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	$1.29B	Sell	4,376,725 -554,991	-11%	-$168M	1.04%	22
2025 Q4	$1.59B	Sell	4,931,716 -148,269	-3%	-$45.9M	1.28%	16
2025 Q3	$1.6B	Sell	5,079,985 -33,263	-0.7%	-$9.89M	1.3%	14
2025 Q2	$1.48B	Buy	5,113,248 +45,094	+0.9%	+$11.5M	1.27%	15
2025 Q1	$1.24B	Buy	5,068,154 +108,675	+2%	+$27.7M	1.14%	16
2024 Q4	$1.19B	Buy	4,959,479 +142,857	+3%	+$33.3M	1.05%	18
2024 Q3	$1.01B	Buy	4,816,622 +113,790	+2%	+$24M	0.89%	24
2024 Q2	$951M	Sell	4,702,832 -50,003	-1%	-$9.78M	0.89%	23
2024 Q1	$952M	Buy	4,752,835 +277,261	+6%	+$50M	0.89%	22
2023 Q4	$761M	Buy	4,475,574 +756,220	+20%	+$115M	0.75%	29
2023 Q3	$539M	Sell	3,719,354 -1,689	-0%	-$253K	0.65%	33
2023 Q2	$541M	Sell	3,721,043 -59,624	-2%	-$8.2M	0.62%	34
2023 Q1	$493M	Buy	3,780,667 +336,429	+10%	+$46.1M	0.59%	37
2022 Q4	$462M	Buy	3,444,238 +268,483	+8%	+$34M	0.57%	37
2022 Q3	$337M	Sell	3,175,755 -5,324	-0.2%	-$611K	0.42%	50
2022 Q2	$358M	Sell	3,181,079 -461,177	-13%	-$57.1M	0.42%	49
2022 Q1	$497M	Sell	3,642,256 -199,099	-5%	-$29.4M	0.45%	45
2021 Q4	$608M	Sell	3,841,355 -117,637	-3%	-$19.3M	0.51%	40
2021 Q3	$648M	Sell	3,958,992 -321,455	-8%	-$50.4M	0.67%	31
2021 Q2	$650M	Sell	4,280,447 -715,212	-14%	-$112M	0.66%	30
2021 Q1	$760M	Buy	4,995,659 +225,739	+5%	+$32.5M	0.85%	23
2020 Q4	$606M	Buy	4,769,920 +522,404	+12%	+$58.4M	0.74%	25
2020 Q3	$409M	Buy	4,247,516 +376,306	+10%	+$37M	0.57%	37
2020 Q2	$364M	Buy	3,871,210 +345,200	+10%	+$32.8M	0.52%	39
2020 Q1	$317M	Sell	3,526,010 -357,704	-9%	-$43.5M	0.54%	38
2019 Q4	$541M	Sell	3,883,714 -233,672	-6%	-$30M	0.79%	26
2019 Q3	$485M	Buy	4,117,386 +292,662	+8%	+$33.1M	0.74%	26
2019 Q2	$428M	Sell	3,824,724 -352,120	-8%	-$38.8M	0.64%	27
2019 Q1	$423M	Sell	4,176,844 -65,991	-2%	-$6.8M	0.65%	29
2018 Q4	$414M	Sell	4,242,835 -51,857	-1%	-$5.53M	0.72%	25
2018 Q3	$485M	Sell	4,294,692 -264,534	-6%	-$30M	0.72%	24
2018 Q2	$475M	Sell	4,559,226 -8,829	-0.2%	-$969K	0.72%	23
2018 Q1	$502M	Buy	4,568,055 +773,178	+20%	+$87.5M	0.77%	24
2017 Q4	$406M	Sell	3,794,877 -135,395	-3%	-$13.7M	0.59%	32
2017 Q3	$375M	Sell	3,930,272 -52,378	-1%	-$4.83M	0.56%	33
2017 Q2	$364M	Sell	3,982,650 -78,432	-2%	-$6.77M	0.57%	33
2017 Q1	$357M	Buy	4,061,082 +23,127	+0.6%	+$2.04M	0.57%	31
2016 Q4	$348M	Sell	4,037,955 -444,353	-10%	-$33.9M	0.59%	26
2016 Q3	$298M	Buy	4,482,308 +263,962	+6%	+$17.2M	0.52%	40
2016 Q2	$262M	Sell	4,218,346 -363,987	-8%	-$22.7M	0.48%	42
2016 Q1	$271M	Sell	4,582,333 -197,844	-4%	-$11.6M	0.51%	38
2015 Q4	$316M	Sell	4,780,177 -123,531	-3%	-$8.04M	0.63%	32
2015 Q3	$299M	Sell	4,903,708 -217,483	-4%	-$14.2M	0.59%	33
2015 Q2	$347M	Buy	5,121,191 +81,358	+2%	+$5.31M	0.62%	28
2015 Q1	$305M	Sell	5,039,833 -369,798	-7%	-$21.9M	0.55%	36
2014 Q4	$339M	Buy	5,409,631 +272,485	+5%	+$16.4M	0.56%	33
2014 Q3	$309M	Buy	5,137,146 +404,935	+9%	+$23.7M	0.53%	33
2014 Q2	$273M	Sell	4,732,211 -120,302	-2%	-$6.76M	0.46%	42
2014 Q1	$295M	Sell	4,852,513 -196,934	-4%	-$11.4M	0.54%	34
2013 Q4	$295M	Sell	5,049,447 -403,495	-7%	-$22.1M	0.55%	35
2013 Q3	$282M	Sell	5,452,942 -1,065,585	-16%	-$57.2M	0.56%	33
2013 Q2	$344M	Buy	+6,518,527	New	+$331M	0.74%	29

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Asset Management's JPM Position: Q1 2026 in Review

TD Asset Management reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $168M and leaving 4,376,725 shares worth $1.29B. The position accounts for 1.04% of the portfolio, ranked #22.

TD Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.6B in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

TD Asset Management held 4,376,725 shares of JPMorgan Chase worth $1.29B as of Q1 2026.
TD Asset Management sold 554,991 JPMorgan Chase shares in Q1 2026, an estimated $168M.
JPMorgan Chase made up 1.04% of TD Asset Management's portfolio in Q1 2026, its #22 holding.
TD Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
TD Asset Management's JPMorgan Chase position peaked at $1.6B in Q3 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.