T
JPM icon

TOBAM’s JPMorgan Chase JPM Stock Holding History

TOBAM’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 		$203K Buy
619
+41
+7% +$12.7K 0.05% 191
2026
Q1 		$170K Sell
578
-30
-5% -$9.11K 0.04% 186
2025
Q4 		$196K Buy
608
+35
+6% +$10.8K 0.05% 182
2025
Q3 		$181K Hold
573
– – 0.07% 104
2025
Q2 		$166K Buy
+573
New +$146K 0.06% 117
2025
Q1 		– Sell
-1,732
Closed -$415K – 297
2024
Q4 		$415K Sell
1,732
-157
-8% -$36.6K 0.13% 113
2024
Q3 		$398K Buy
1,889
+313
+20% +$65.9K 0.07% 135
2024
Q2 		$319K Sell
1,576
-558
-26% -$109K 0.05% 142
2024
Q1 		$427K Buy
2,134
+431
+25% +$77.8K 0.04% 153
2023
Q4 		$290K Buy
1,703
+1,576
+1,241% +$239K 0.03% 179
2023
Q3 		$18K Buy
+127
New +$19K ﹤0.01% 336
2022
Q2 		– Sell
-7,161
Closed -$976K – 458
2022
Q1 		$976K Buy
7,161
+4,169
+139% +$615K 0.05% 143
2021
Q4 		$474K Buy
2,992
+548
+22% +$90K 0.02% 148
2021
Q3 		$400K Buy
2,444
+679
+38% +$106K 0.02% 154
2021
Q2 		$275K Buy
1,765
+426
+32% +$66.9K 0.01% 176
2021
Q1 		$204K Buy
1,339
+253
+23% +$36.4K 0.01% 187
2020
Q4 		$138K Buy
1,086
+660
+155% +$73.8K 0.01% 215
2020
Q3 		$41K Buy
+426
New +$41.8K ﹤0.01% 317

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

TOBAM's JPM Position: Q2 2026 in Review

TOBAM increased its JPMorgan Chase (JPM) stake by 7.1% in Q2 2026, buying an estimated $12.7K and bringing the position to 619 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #191.

TOBAM first reported a position in JPM in Q3 2020 and has held it in 18 quarters since. The position peaked at $976K in Q1 2022. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TOBAM held 619 shares of JPMorgan Chase worth $203K as of Q2 2026.
  • TOBAM bought 41 JPMorgan Chase shares in Q2 2026, an estimated $12.7K.
  • JPMorgan Chase made up 0.05% of TOBAM's portfolio in Q2 2026, its #191 holding.
  • TOBAM first reported a position in JPMorgan Chase in Q3 2020 and has held it in 18 quarters since.
  • TOBAM's JPMorgan Chase position peaked at $976K in Q1 2022.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.