Tilson Financial Group’s JPMorgan Chase JPM Stock Holding History

Tilson Financial Group’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	$1.05M	Buy	3,567 +3	+0.1%	+$910	0.31%	36
2025 Q4	$1.15M	Buy	3,564 +189	+6%	+$58.5K	0.35%	36
2025 Q3	$1.06M	Buy	3,375 +2,181	+183%	+$649K	0.35%	35
2025 Q2	$346K	Buy	1,194 +4	+0.3%	+$1.02K	0.13%	56
2025 Q1	$292K	Sell	1,190 -97	-8%	-$24.7K	0.12%	61
2024 Q4	$309K	Buy	1,287 +33	+3%	+$7.69K	0.13%	60
2024 Q3	$264K	Sell	1,254 -29	-2%	-$6.11K	0.11%	63
2024 Q2	$259K	Sell	1,283 -1	-0.1%	-$196	0.26%	33
2024 Q1	$257K	Sell	1,284 -27	-2%	-$4.87K	0.14%	61
2023 Q4	$223K	Buy	+1,311	New	+$199K	0.14%	61

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

Tilson Financial Group's JPM Position: Q1 2026 in Review

Tilson Financial Group increased its JPMorgan Chase (JPM) stake by 0.08% in Q1 2026, buying an estimated $910 and bringing the position to 3,567 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #36.

Tilson Financial Group first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Tilson Financial Group held 3,567 shares of JPMorgan Chase worth $1.05M as of Q1 2026.
Tilson Financial Group bought 3 JPMorgan Chase shares in Q1 2026, an estimated $910.
JPMorgan Chase made up 0.31% of Tilson Financial Group's portfolio in Q1 2026, its #36 holding.
Tilson Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Tilson Financial Group's JPMorgan Chase position peaked at $1.15M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.