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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
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 $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

Tounjian Advisory Partners's JPM Position: Q1 2026 in Review

Tounjian Advisory Partners reduced its JPMorgan Chase (JPM) stake by 8.3% in Q1 2026, selling an estimated $382K and leaving 13,942 shares worth $4.1M. The position accounts for 1.48% of the portfolio, ranked #12.

Tounjian Advisory Partners first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.96M in Q1 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tounjian Advisory Partners held 13,942 shares of JPMorgan Chase worth $4.1M as of Q1 2026.
  • Tounjian Advisory Partners sold 1,258 JPMorgan Chase shares in Q1 2026, an estimated $382K.
  • JPMorgan Chase made up 1.48% of Tounjian Advisory Partners's portfolio in Q1 2026, its #12 holding.
  • Tounjian Advisory Partners first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Tounjian Advisory Partners's JPMorgan Chase position peaked at $5.96M in Q1 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tounjian Advisory Partners's 13F filing for Q1 2026, filed 10 Apr 2026.