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Tectonic Advisors’s JPMorgan Chase JPM Stock Holding History

Tectonic 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
Q2 		$1.62M Sell
4,939
-42
-0.8% -$13K 0.08% 136
2026
Q1 		$1.47M Buy
4,981
+182
+4% +$55.2K 0.08% 131
2025
Q4 		$1.55M Buy
4,799
+37
+0.8% +$11.5K 0.08% 126
2025
Q3 		$1.5M Sell
4,762
-625
-12% -$186K 0.08% 130
2025
Q2 		$1.56M Buy
5,387
+88
+2% +$22.5K 0.09% 121
2025
Q1 		$1.3M Buy
5,299
+102
+2% +$26K 0.08% 134
2024
Q4 		$1.25M Buy
5,197
+218
+4% +$50.8K 0.08% 135
2024
Q3 		$1.05M Sell
4,979
-663
-12% -$140K 0.07% 157
2024
Q2 		$1.14M Buy
5,642
+130
+2% +$25.4K 0.08% 133
2024
Q1 		$1.1M Buy
5,512
+306
+6% +$55.2K 0.08% 133
2023
Q4 		$885K Buy
5,206
+334
+7% +$50.6K 0.07% 146
2023
Q3 		$707K Sell
4,872
-85
-2% -$12.7K 0.07% 152
2023
Q2 		$721K Buy
4,957
+1,030
+26% +$142K 0.09% 153
2023
Q1 		$512K Buy
3,927
+627
+19% +$85.9K 0.07% 179
2022
Q4 		$443K Buy
3,300
+309
+10% +$39.2K 0.07% 170
2022
Q3 		$313K Buy
2,991
+684
+30% +$78.5K 0.06% 161
2022
Q2 		$260K Buy
2,307
+383
+20% +$47.5K 0.05% 166
2022
Q1 		$262K Buy
1,924
+379
+25% +$55.9K 0.05% 178
2021
Q4 		$245K Buy
1,545
+220
+17% +$36.1K 0.04% 171
2021
Q3 		$217K Buy
1,325
+205
+18% +$32.1K 0.04% 175
2021
Q2 		$174K Buy
1,120
+239
+27% +$37.5K 0.04% 179
2021
Q1 		$134K Sell
881
-180
-17% -$25.9K 0.03% 172
2020
Q4 		$134K Buy
+1,061
New +$119K 0.04% 159

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Tectonic Advisors's JPM Position: Q2 2026 in Review

Tectonic Advisors reduced its JPMorgan Chase (JPM) stake by 0.84% in Q2 2026, selling an estimated $13K and leaving 4,939 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #136.

Tectonic Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tectonic Advisors held 4,939 shares of JPMorgan Chase worth $1.62M as of Q2 2026.
  • Tectonic Advisors sold 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
  • JPMorgan Chase made up 0.08% of Tectonic Advisors's portfolio in Q2 2026, its #136 holding.
  • Tectonic Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.