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TFB Advisors’s JPMorgan Chase JPM Stock Holding History

TFB 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
Q1 		$727K Sell
2,472
-1,251
-34% -$380K 0.38% 63
2025
Q4 		$1.2M Sell
3,723
-24
-0.6% -$7.43K 0.34% 66
2025
Q3 		$1.13M Sell
3,747
-2,815
-43% -$837K 0.33% 69
2025
Q2 		$1.9M Buy
6,562
+177
+3% +$45.2K 0.5% 43
2025
Q1 		$1.57M Buy
6,385
+106
+2% +$27K 0.45% 51
2024
Q4 		$1.51M Buy
6,279
+9
+0.1% +$2.1K 0.43% 51
2024
Q3 		$1.32M Sell
6,270
-244
-4% -$51.4K 0.39% 54
2024
Q2 		$1.32M Buy
6,514
+1,772
+37% +$346K 0.43% 52
2024
Q1 		$910K Buy
4,742
+2,814
+146% +$508K 0.33% 70
2023
Q4 		$328K Sell
1,928
-3,236
-63% -$490K 0.17% 116
2023
Q3 		$749K Sell
5,164
-901
-15% -$135K 0.91% 32
2023
Q2 		$882K Buy
6,065
+3,152
+108% +$434K 0.38% 65
2023
Q1 		$380K Buy
2,913
+158
+6% +$21.6K 0.29% 68
2022
Q4 		$369K Buy
+2,755
New +$349K 0.31% 65

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

TFB Advisors's JPM Position: Q1 2026 in Review

TFB Advisors reduced its JPMorgan Chase (JPM) stake by 34% in Q1 2026, selling an estimated $380K and leaving 2,472 shares worth $727K. The position accounts for 0.38% of the portfolio, ranked #63.

TFB Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.9M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TFB Advisors held 2,472 shares of JPMorgan Chase worth $727K as of Q1 2026.
  • TFB Advisors sold 1,251 JPMorgan Chase shares in Q1 2026, an estimated $380K.
  • JPMorgan Chase made up 0.38% of TFB Advisors's portfolio in Q1 2026, its #63 holding.
  • TFB Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • TFB Advisors's JPMorgan Chase position peaked at $1.9M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.