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Tower Research Capital (TRC)’s JPMorgan Chase JPM Stock Holding History

Tower Research Capital (TRC)’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 		$29.4M Buy
99,893
+1,979
+2% +$601K 0.76% 14
2025
Q4 		$31.5M Buy
97,914
+40,027
+69% +$12.4M 0.76% 15
2025
Q3 		$18.3M Sell
57,887
-61,673
-52% -$18.3M 0.5% 23
2025
Q2 		$34.7M Buy
119,560
+11,276
+10% +$2.88M 0.93% 10
2025
Q1 		$27M Sell
108,284
-60,954
-36% -$15.5M 0.8% 14
2024
Q4 		$40.6M Buy
169,238
+49,897
+42% +$11.6M 0.81% 14
2024
Q3 		$25.2M Sell
119,341
-18,618
-13% -$3.92M 0.67% 16
2024
Q2 		$27.9M Buy
137,959
+17,529
+15% +$3.43M 0.47% 17
2024
Q1 		$24.1M Sell
120,430
-310,403
-72% -$56M 0.58% 20
2023
Q4 		$73.3M Buy
430,833
+266,492
+162% +$40.4M 0.91% 13
2023
Q3 		$23.8M Buy
164,341
+101,899
+163% +$15.3M 0.75% 12
2023
Q2 		$9.08M Buy
62,442
+41
+0.1% +$5.64K 0.3% 33
2023
Q1 		$8.13M Sell
62,401
-1,203
-2% -$165K 0.26% 43
2022
Q4 		$8.53M Sell
63,604
-243,544
-79% -$30.9M 0.35% 30
2022
Q3 		$32.1M Buy
307,148
+109,470
+55% +$12.6M 0.52% 29
2022
Q2 		$22.3M Sell
197,678
-245,451
-55% -$30.4M 0.5% 31
2022
Q1 		$60.4M Buy
443,129
+176,520
+66% +$26.1M 0.58% 28
2021
Q4 		$42.2M Buy
266,609
+193,194
+263% +$31.7M 0.73% 13
2021
Q3 		$12M Sell
73,415
-38,579
-34% -$6.05M 0.31% 38
2021
Q2 		$17.4M Sell
111,994
-269,829
-71% -$42.4M 0.45% 26
2021
Q1 		$58.1M Buy
381,823
+218,641
+134% +$31.5M 0.98% 10
2020
Q4 		$20.7M Buy
163,182
+93,656
+135% +$10.5M 0.63% 10
2020
Q3 		$6.69M Sell
69,526
-25,504
-27% -$2.5M 0.07% 50
2020
Q2 		$8.94M Buy
95,030
+52,816
+125% +$5.01M 0.37% 22
2020
Q1 		$3.8M Buy
42,214
+42,180
+124,059% +$5.12M 0.23% 49
2019
Q4 		$5K Sell
34
-38,353
-100% -$4.92M ﹤0.01% 2700
2019
Q3 		$4.52M Buy
+38,387
New +$4.34M 0.31% 42
2019
Q2 		– Sell
-74,688
Closed -$7.56M – 3982
2019
Q1 		$7.56M Buy
74,688
+16,062
+27% +$1.65M 0.46% 13
2018
Q4 		$5.72M Buy
58,626
+23,809
+68% +$2.54M 0.41% 38
2018
Q3 		$3.93M Sell
34,817
-145,861
-81% -$16.6M 0.29% 53
2018
Q2 		$18.8M Buy
+180,678
New +$19.8M 1.05% 9
2018
Q1 		– Sell
-64,648
Closed -$6.91M – 3558
2017
Q4 		$6.91M Buy
64,648
+62,150
+2,488% +$6.29M 0.89% 12
2017
Q3 		$239K Sell
2,498
-3,668
-59% -$338K 0.02% 641
2017
Q2 		$563K Buy
6,166
+3,517
+133% +$303K 0.06% 199
2017
Q1 		$233K Sell
2,649
-79,607
-97% -$7.02M 0.02% 262
2016
Q4 		$7.1M Buy
82,256
+72,017
+703% +$5.49M 0.77% 15
2016
Q3 		$681K Sell
10,239
-40,947
-80% -$2.67M 0.07% 115
2016
Q2 		$3.18M Buy
51,186
+42,283
+475% +$2.64M 0.3% 60
2016
Q1 		$527K Buy
8,903
+8,820
+10,627% +$515K 0.08% 168
2015
Q4 		$5K Buy
+83
New +$5.41K ﹤0.01% 2990
2015
Q3 		– Sell
-3,200
Closed -$217K – 4392
2015
Q2 		$217K Buy
3,200
+1,000
+45% +$65.3K 0.02% 326
2015
Q1 		$133K Buy
+2,200
New +$130K 0.02% 668
2014
Q4 		– Sell
-33,772
Closed -$2.04M – 4350
2014
Q3 		$2.04M Buy
33,772
+30,314
+877% +$1.77M 0.23% 82
2014
Q2 		$199K Sell
3,458
-22,682
-87% -$1.28M 0.03% 595
2014
Q1 		$1.59M Buy
26,140
+2,686
+11% +$155K 0.2% 91
2013
Q4 		$1.37M Sell
23,454
-69,230
-75% -$3.79M 0.23% 63
2013
Q3 		$4.79M Buy
92,684
+89,281
+2,624% +$4.79M 0.52% 25
2013
Q2 		$180K Buy
+3,403
New +$173K 0.01% 285

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

Tower Research Capital (TRC)'s JPM Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its JPMorgan Chase (JPM) stake by 2% in Q1 2026, buying an estimated $601K and bringing the position to 99,893 shares worth $29.4M. The position accounts for 0.76% of the portfolio, ranked #14.

Tower Research Capital (TRC) first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $73.3M in Q4 2023. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tower Research Capital (TRC) held 99,893 shares of JPMorgan Chase worth $29.4M as of Q1 2026.
  • Tower Research Capital (TRC) bought 1,979 JPMorgan Chase shares in Q1 2026, an estimated $601K.
  • JPMorgan Chase made up 0.76% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #14 holding.
  • Tower Research Capital (TRC) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
  • Tower Research Capital (TRC)'s JPMorgan Chase position peaked at $73.3M in Q4 2023.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.