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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
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 $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

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. 5,056 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.
  • 5,056 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.