Tidal Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $161M | Buy |
549,403
+68,059
| +14% | +$20.7M | 0.34% | 56 |
|
|
2025
Q4 | $155M | Buy |
481,344
+82,100
| +21% | +$25.4M | 0.37% | 41 |
|
|
2025
Q3 | $126M | Buy |
399,244
+112,639
| +39% | +$33.5M | 0.25% | 67 |
|
|
2025
Q2 | $83.1M | Buy |
286,605
+24,715
| +9% | +$6.31M | 0.5% | 31 |
|
|
2025
Q1 | $64.2M | Sell |
261,890
-15,002
| -5% | -$3.82M | 0.52% | 32 |
|
|
2024
Q4 | $66.4M | Buy |
276,892
+137,383
| +98% | +$32M | 0.52% | 28 |
|
|
2024
Q3 | $29.4M | Buy |
139,509
+4,497
| +3% | +$947K | 0.31% | 64 |
|
|
2024
Q2 | $27.3M | Buy |
135,012
+31,622
| +31% | +$6.18M | 0.37% | 49 |
|
|
2024
Q1 | $20.7M | Buy |
103,390
+23,248
| +29% | +$4.19M | 0.34% | 57 |
|
|
2023
Q4 | $13.6M | Buy |
80,142
+6,260
| +8% | +$949K | 0.32% | 64 |
|
|
2023
Q3 | $10.7M | Buy |
73,882
+8,453
| +13% | +$1.27M | 0.33% | 54 |
|
|
2023
Q2 | $9.52M | Buy |
65,429
+12,065
| +23% | +$1.66M | 0.28% | 62 |
|
|
2023
Q1 | $6.95M | Sell |
53,364
-4,473
| -8% | -$613K | 0.23% | 82 |
|
|
2022
Q4 | $7.76M | Buy |
57,837
+9,986
| +21% | +$1.27M | 0.3% | 57 |
|
|
2022
Q3 | $5M | Buy |
47,851
+14,661
| +44% | +$1.68M | 0.21% | 88 |
|
|
2022
Q2 | $3.74M | Sell |
33,190
-5,944
| -15% | -$736K | 0.14% | 136 |
|
|
2022
Q1 | $5.33M | Buy |
39,134
+36,036
| +1,163% | +$5.32M | 0.16% | 108 |
|
|
2021
Q4 | $491K | Sell |
3,098
-34,483
| -92% | -$5.66M | 0.02% | 616 |
|
|
2021
Q3 | $6.15M | Buy |
37,581
+3,997
| +12% | +$627K | 0.23% | 61 |
|
|
2021
Q2 | $5.22M | Buy |
33,584
+18,129
| +117% | +$2.85M | 0.2% | 68 |
|
|
2021
Q1 | $2.35M | Buy |
15,455
+2,546
| +20% | +$366K | 0.11% | 99 |
|
|
2020
Q4 | $1.64M | Buy |
12,909
+957
| +8% | +$107K | 0.11% | 102 |
|
|
2020
Q3 | $1.47M | Sell |
11,952
-7,909
| -40% | -$777K | 0.2% | 78 |
|
|
2020
Q2 | $1.87M | Sell |
19,861
-1,149
| -5% | -$109K | 0.25% | 60 |
|
|
2020
Q1 | $1.89M | Buy |
21,010
+118
| +0.6% | +$14.3K | 0.56% | 39 |
|
|
2019
Q4 | $2.91M | Sell |
20,892
-198
| -0.9% | -$25.4K | 1.23% | 23 |
|
|
2019
Q3 | $2.48M | Buy |
21,090
+5,734
| +37% | +$649K | 1.12% | 29 |
|
|
2019
Q2 | $1.72M | Sell |
15,356
-23
| -0.1% | -$2.54K | 0.95% | 38 |
|
|
2019
Q1 | $1.56M | Buy |
15,379
+5,696
| +59% | +$587K | 1.05% | 35 |
|
|
2018
Q4 | $945K | Buy |
+9,683
| New | +$1.03M | 0.73% | 51 |
|
Other funds holding JPM
VCM
VPM
Tidal Investments's JPM Position: Q1 2026 in Review
Tidal Investments increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $20.7M and bringing the position to 549,403 shares worth $161M. The position accounts for 0.34% of the portfolio, ranked #56.
Tidal Investments first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Tidal Investments held 549,403 shares of JPMorgan Chase worth $161M as of Q1 2026.
- Tidal Investments bought 68,059 JPMorgan Chase shares in Q1 2026, an estimated $20.7M.
- JPMorgan Chase made up 0.34% of Tidal Investments's portfolio in Q1 2026, its #56 holding.
- Tidal Investments first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.