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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
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 $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

TOBAM's JPM Position: Q1 2026 in Review

TOBAM reduced its JPMorgan Chase (JPM) stake by 4.9% in Q1 2026, selling an estimated $9.11K and leaving 578 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #186.

TOBAM first reported a position in JPM in Q3 2020 and has held it in 17 quarters since. The position peaked at $976K in Q1 2022. 5,050 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TOBAM held 578 shares of JPMorgan Chase worth $170K as of Q1 2026.
  • TOBAM sold 30 JPMorgan Chase shares in Q1 2026, an estimated $9.11K.
  • JPMorgan Chase made up 0.04% of TOBAM's portfolio in Q1 2026, its #186 holding.
  • TOBAM first reported a position in JPMorgan Chase in Q3 2020 and has held it in 17 quarters since.
  • TOBAM's JPMorgan Chase position peaked at $976K in Q1 2022.
  • 5,050 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.