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Tennessee Valley Asset Management Partners’s JPMorgan Chase JPM Stock Holding History

Tennessee Valley Asset Management Partners’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 		$1.69M Buy
5,742
+317
+6% +$96.2K 0.22% 59
2025
Q4 		$1.75M Sell
5,425
-439
-7% -$136K 0.23% 60
2025
Q3 		$1.85M Buy
+5,864
New +$1.74M 0.25% 55
2025
Q2 		– Sell
-6,974
Closed -$1.71M – 130
2025
Q1 		$1.71M Buy
6,974
+468
+7% +$119K 0.28% 50
2024
Q4 		$1.56M Sell
6,506
-398
-6% -$92.7K 0.26% 51
2024
Q3 		$1.46M Sell
6,904
-18
-0.3% -$3.79K 0.24% 52
2024
Q2 		$1.4M Buy
6,922
+470
+7% +$91.9K 0.26% 51
2024
Q1 		$1.29M Sell
6,452
-6,648
-51% -$1.2M 0.31% 42
2023
Q4 		$2.23M Buy
13,100
+6,700
+105% +$1.02M 0.3% 45
2023
Q3 		$928K Sell
6,400
-55
-0.9% -$8.24K 0.31% 45
2023
Q2 		$939K Buy
6,455
+95
+1% +$13.1K 0.3% 45
2023
Q1 		$829K Buy
6,360
+23
+0.4% +$3.15K 0.27% 44
2022
Q4 		$850K Buy
6,337
+153
+2% +$19.4K 0.29% 44
2022
Q3 		$646K Sell
6,184
-672
-10% -$77.1K 0.25% 49
2022
Q2 		$772K Buy
6,856
+222
+3% +$27.5K 0.3% 33
2022
Q1 		$904K Buy
6,634
+78
+1% +$11.5K 0.31% 30
2021
Q4 		$1.04M Buy
6,556
+140
+2% +$23K 0.35% 28
2021
Q3 		$1.05M Buy
+6,416
New +$1.01M 0.4% 23
2021
Q2 		– Sell
-12,591
Closed -$1.92M – 68
2021
Q1 		$1.92M Sell
12,591
-362
-3% -$52.1K 0.49% 24
2020
Q4 		$1.65M Buy
12,953
+6,418
+98% +$717K 0.4% 29
2020
Q3 		$629K Buy
6,535
+369
+6% +$36.2K 0.37% 30
2020
Q2 		$580K Buy
6,166
+64
+1% +$6.07K 0.38% 30
2020
Q1 		$549K Buy
6,102
+183
+3% +$22.2K 0.41% 27
2019
Q4 		$825K Sell
5,919
-189
-3% -$24.2K 0.52% 23
2019
Q3 		$719K Sell
6,108
-33
-0.5% -$3.73K 0.52% 23
2019
Q2 		$687K Buy
6,141
+405
+7% +$44.7K 0.52% 24
2019
Q1 		$581K Buy
5,736
+391
+7% +$40.3K 0.5% 27
2018
Q4 		$522K Buy
+5,345
New +$569K 0.6% 27

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

Tennessee Valley Asset Management Partners's JPM Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its JPMorgan Chase (JPM) stake by 5.8% in Q1 2026, buying an estimated $96.2K and bringing the position to 5,742 shares worth $1.69M. The position accounts for 0.22% of the portfolio, ranked #59.

Tennessee Valley Asset Management Partners first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.23M in Q4 2023. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 5,742 shares of JPMorgan Chase worth $1.69M as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 317 JPMorgan Chase shares in Q1 2026, an estimated $96.2K.
  • JPMorgan Chase made up 0.22% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #59 holding.
  • Tennessee Valley Asset Management Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • Tennessee Valley Asset Management Partners's JPMorgan Chase position peaked at $2.23M in Q4 2023.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.