Tillman Hartley LLC’s JPMorgan Chase JPM Stock Holding History

Tillman Hartley LLC’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	$937K	Sell	3,187 -670	-17%	-$203K	0.24%	52
2025 Q4	$1.24M	Sell	3,857 -121	-3%	-$37.5K	0.31%	46
2025 Q3	$1.25M	Sell	3,978 -31	-0.8%	-$9.22K	0.32%	45
2025 Q2	$1.16M	Buy	4,009 +230	+6%	+$58.7K	0.33%	43
2025 Q1	$927K	Hold	3,779	–	–	0.27%	43
2024 Q4	$906K	Hold	3,779	–	–	0.26%	46
2024 Q3	$797K	Hold	3,779	–	–	0.24%	41
2024 Q2	$764K	Hold	3,779	–	–	0.26%	40
2024 Q1	$757K	Hold	3,779	–	–	0.26%	41
2023 Q4	$643K	Hold	3,779	–	–	0.24%	42
2023 Q3	$548K	Hold	3,779	–	–	0.23%	45
2023 Q2	$550K	Hold	3,779	–	–	0.22%	45
2023 Q1	$492K	Hold	3,779	–	–	0.21%	46
2022 Q4	$507K	Buy	+3,779	New	+$479K	0.22%	44

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tillman Hartley LLC's JPM Position: Q1 2026 in Review

Tillman Hartley LLC reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2026, selling an estimated $203K and leaving 3,187 shares worth $937K. The position accounts for 0.24% of the portfolio, ranked #52.

Tillman Hartley LLC first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Tillman Hartley LLC held 3,187 shares of JPMorgan Chase worth $937K as of Q1 2026.
Tillman Hartley LLC sold 670 JPMorgan Chase shares in Q1 2026, an estimated $203K.
JPMorgan Chase made up 0.24% of Tillman Hartley LLC's portfolio in Q1 2026, its #52 holding.
Tillman Hartley LLC first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Tillman Hartley LLC's JPMorgan Chase position peaked at $1.25M in Q3 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tillman Hartley LLC's 13F filing for Q1 2026, filed 8 May 2026.