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Tevis Investment Management’s JPMorgan Chase JPM Stock Holding History

Tevis Investment 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 		$1.46M Sell
4,456
-207
-4% -$64.3K 0.8% 41
2026
Q1 		$1.37M Buy
4,663
+425
+10% +$129K 0.78% 42
2025
Q4 		$1.34M Hold
4,238
– – 0.8% 41
2025
Q3 		$1.34M Buy
4,238
+34
+0.8% +$10.1K 0.8% 41
2025
Q2 		$1.22M Sell
4,204
-9
-0.2% -$2.3K 0.78% 39
2025
Q1 		$1.01M Hold
4,213
– – 0.75% 45
2024
Q4 		$1.01M Sell
4,213
-433
-9% -$101K 0.75% 45
2024
Q3 		$980K Buy
4,646
+96
+2% +$20.2K 0.72% 47
2024
Q2 		$920K Buy
4,550
+170
+4% +$33.2K 0.74% 47
2024
Q1 		$877K Buy
4,380
+592
+16% +$107K 0.75% 46
2023
Q4 		$644K Buy
+3,788
New +$574K 0.59% 51
2022
Q4 		– Sell
-1,082
Closed -$113K – 143
2022
Q3 		$113K Buy
1,082
+155
+17% +$17.8K 0.11% 118
2022
Q2 		$105K Buy
927
+123
+15% +$15.2K 0.1% 123
2022
Q1 		$108K Buy
804
+298
+59% +$44K 0.1% 136
2021
Q4 		$80K Buy
+506
New +$83.1K 0.07% 166

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Tevis Investment Management's JPM Position: Q2 2026 in Review

Tevis Investment Management reduced its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, selling an estimated $64.3K and leaving 4,456 shares worth $1.46M. The position accounts for 0.8% of the portfolio, ranked #41.

Tevis Investment Management first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tevis Investment Management held 4,456 shares of JPMorgan Chase worth $1.46M as of Q2 2026.
  • Tevis Investment Management sold 207 JPMorgan Chase shares in Q2 2026, an estimated $64.3K.
  • JPMorgan Chase made up 0.8% of Tevis Investment Management's portfolio in Q2 2026, its #41 holding.
  • Tevis Investment Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • 3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.