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Tounjian Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Tounjian Advisory Partners’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 		$213K Sell
651
-13,291
-95% -$4.13M 0.09% 110
2026
Q1 		$4.1M Sell
13,942
-1,258
-8% -$382K 1.48% 12
2025
Q4 		$4.9M Buy
15,200
+372
+3% +$115K 1.66% 10
2025
Q3 		$4.68M Sell
14,828
-9,016
-38% -$2.68M 1.57% 12
2025
Q2 		$5.85M Sell
23,844
-440
-2% -$112K 1.13% 22
2025
Q1 		$5.96M Buy
+24,284
New +$6.19M 1.12% 22

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

Tounjian Advisory Partners's JPM Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its JPMorgan Chase (JPM) stake by 95% in Q2 2026, selling an estimated $4.13M and leaving 651 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #110.

Tounjian Advisory Partners first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.96M in Q1 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tounjian Advisory Partners held 651 shares of JPMorgan Chase worth $213K as of Q2 2026.
  • Tounjian Advisory Partners sold 13,291 JPMorgan Chase shares in Q2 2026, an estimated $4.13M.
  • JPMorgan Chase made up 0.09% of Tounjian Advisory Partners's portfolio in Q2 2026, its #110 holding.
  • Tounjian Advisory Partners first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Tounjian Advisory Partners's JPMorgan Chase position peaked at $5.96M in Q1 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.