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Tidemark’s JPMorgan Chase JPM Stock Holding History

Tidemark’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 		$251K Sell
768
-8
-1% -$2.48K 0.06% 137
2026
Q1 		$228K Buy
776
+41
+6% +$12.4K 0.06% 131
2025
Q4 		$237K Sell
735
-8
-1% -$2.48K 0.07% 117
2025
Q3 		$235K Buy
743
+20
+3% +$5.95K 0.07% 120
2025
Q2 		$210K Buy
723
+12
+2% +$3.06K 0.07% 118
2025
Q1 		$174K Sell
711
-14
-2% -$3.57K 0.06% 124
2024
Q4 		$174K Buy
725
+51
+8% +$11.9K 0.07% 119
2024
Q3 		$142K Buy
674
+30
+5% +$6.32K 0.06% 135
2024
Q2 		$130K Buy
644
+314
+95% +$61.4K 0.06% 134
2024
Q1 		$66.1K Buy
330
+1
+0.3% +$180 0.04% 205
2023
Q4 		$56K Buy
+329
New +$49.9K 0.04% 210

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

Tidemark's JPM Position: Q2 2026 in Review

Tidemark reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $2.48K and leaving 768 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #137.

Tidemark first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tidemark held 768 shares of JPMorgan Chase worth $251K as of Q2 2026.
  • Tidemark sold 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
  • JPMorgan Chase made up 0.06% of Tidemark's portfolio in Q2 2026, its #137 holding.
  • Tidemark first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.