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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
Q2 		$1.91M Buy
5,847
+105
+2% +$32.6K 0.21% 66
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tennessee Valley Asset Management Partners's JPM Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $32.6K and bringing the position to 5,847 shares worth $1.91M. The position accounts for 0.21% of the portfolio, ranked #66.

Tennessee Valley Asset Management Partners first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.23M in Q4 2023. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 5,847 shares of JPMorgan Chase worth $1.91M as of Q2 2026.
  • Tennessee Valley Asset Management Partners bought 105 JPMorgan Chase shares in Q2 2026, an estimated $32.6K.
  • JPMorgan Chase made up 0.21% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #66 holding.
  • Tennessee Valley Asset Management Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Tennessee Valley Asset Management Partners's JPMorgan Chase position peaked at $2.23M in Q4 2023.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.