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Tidal Investments’s JPMorgan Chase JPM Stock Holding History

Tidal Investments’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 		$27.4M Buy
+83,700
New +$26M 0.05% 387
2026
Q1 		– Sell
-331,700
Closed -$107M – 2470
2025
Q4 		$107M Sell
331,700
-85,300
-20% -$26.4M 0.25% 81
2025
Q3 		$132M Buy
417,000
+412,490
+9,146% +$123M 0.26% 66
2025
Q2 		$9.16M Buy
4,510
+420
+10% +$107K 0.06% 329
2025
Q1 		$94.1K Buy
4,090
+670
+20% +$171K ﹤0.01% 1733
2024
Q4 		$1.05M Buy
3,420
+1,200
+54% +$279K 0.01% 979
2024
Q3 		$175K Buy
2,220
+1,045
+89% +$220K ﹤0.01% 1756
2024
Q2 		$646K Buy
1,175
+575
+96% +$112K 0.01% 1145
2024
Q1 		$363K Buy
600
+235
+64% +$42.4K 0.01% 1333
2023
Q4 		$224K Buy
+365
New +$55.3K 0.01% 1297

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 $3.37T AUM 44.26% 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

Tidal Investments's JPM Position: Q2 2026 in Review

Tidal Investments increased its JPMorgan Chase (JPM) stake by 8.4% in Q2 2026, buying an estimated $14.3M and bringing the position to 595,339 shares worth $195M. The position accounts for 0.34% of the portfolio, ranked #55.

Tidal Investments first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tidal Investments held 595,339 shares of JPMorgan Chase worth $195M as of Q2 2026.
  • Tidal Investments bought 45,936 JPMorgan Chase shares in Q2 2026, an estimated $14.3M.
  • JPMorgan Chase made up 0.34% of Tidal Investments's portfolio in Q2 2026, its #55 holding.
  • Tidal Investments first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.