TFO Wealth Partners’s JPMorgan Chase JPM Stock Holding History

TFO Wealth 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	–	Sell	-778	Closed	-$229K	–	71
2026 Q1	$229K	Buy	+778	New	+$236K	0.03%	65
2025 Q2	–	Sell	-1,080	Closed	-$265K	–	44
2025 Q1	$265K	Buy	+1,080	New	+$275K	0.05%	36
2024 Q4	–	Sell	-1,018	Closed	-$215K	–	24
2024 Q3	$215K	Buy	+1,018	New	+$214K	0.04%	36
2024 Q2	–	Sell	-509	Closed	-$102K	–	417
2024 Q1	$102K	Sell	509 -513	-50%	-$92.6K	0.02%	41
2023 Q4	$174K	Sell	1,022 -92	-8%	-$13.9K	0.04%	38
2023 Q3	$162K	Buy	1,114 +578	+108%	+$86.6K	0.03%	49
2023 Q2	$78K	Hold	536	–	–	0.02%	58
2023 Q1	$69.8K	Buy	536 +446	+496%	+$61.1K	0.02%	62
2022 Q4	$5.92K	Buy	90 +81	+900%	+$10.3K	﹤0.01%	153
2022 Q3	$1K	Sell	9 -87	-91%	-$9.98K	﹤0.01%	131
2022 Q2	$11K	Sell	96 -605	-86%	-$75K	﹤0.01%	117
2022 Q1	$96K	Buy	+701	New	+$103K	0.02%	58
2021 Q4	–	Sell	-185	Closed	-$30K	–	167
2021 Q3	$30K	Buy	185 +4	+2%	+$627	0.01%	68
2021 Q2	$28K	Buy	181 +49	+37%	+$7.7K	0.01%	49
2021 Q1	$20K	Sell	132 -225	-63%	-$32.4K	0.01%	106
2020 Q4	$45K	Buy	357 +185	+108%	+$20.7K	0.01%	50
2020 Q3	$17K	Sell	172 -4	-2%	-$393	0.01%	65
2020 Q2	$17K	Sell	176 -792	-82%	-$75.1K	0.01%	67
2020 Q1	$87K	Buy	968 +6	+0.6%	+$729	0.04%	46
2019 Q4	$134K	Buy	+962	New	+$123K	0.12%	41

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TFO Wealth Partners's JPM Position: Q2 2026 in Review

TFO Wealth Partners sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 778 shares — an estimated $229K sold.

TFO Wealth Partners first reported a position in JPM in Q4 2019 and held it in 20 quarters. The position peaked at $265K in Q1 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

TFO Wealth Partners reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
TFO Wealth Partners sold 778 JPMorgan Chase shares in Q2 2026, an estimated $229K.
TFO Wealth Partners first reported a position in JPMorgan Chase in Q4 2019 and held it in 20 quarters.
TFO Wealth Partners's JPMorgan Chase position peaked at $265K in Q1 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.