TCM
JPM icon

Tradewinds Capital Management’s JPMorgan Chase JPM Stock Holding History

Tradewinds Capital Management’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 		$596K Sell
1,821
-44
-2% -$13.7K 0.11% 64
2026
Q1 		$549K Buy
1,865
+8
+0.4% +$2.43K 0.11% 59
2025
Q4 		$598K Sell
1,857
-35
-2% -$10.8K 0.13% 56
2025
Q3 		$597K Buy
1,892
+868
+85% +$258K 0.13% 57
2025
Q2 		$297K Sell
1,024
-53
-5% -$13.5K 0.07% 83
2025
Q1 		$264K Hold
1,077
– – 0.07% 84
2024
Q4 		$258K Hold
1,077
– – 0.07% 95
2024
Q3 		$227K Buy
1,077
+8
+0.7% +$1.69K 0.06% 81
2024
Q2 		$216K Hold
1,069
– – 0.06% 77
2024
Q1 		$214K Sell
1,069
-3
-0.3% -$541 0.06% 69
2023
Q4 		$182K Hold
1,072
– – 0.07% 52
2023
Q3 		$155K Buy
1,072
+3
+0.3% +$450 0.05% 57
2023
Q2 		$155K Hold
1,069
– – 0.05% 60
2023
Q1 		$139K Sell
1,069
-138
-11% -$18.9K 0.04% 59
2022
Q4 		$162K Buy
1,207
+139
+13% +$17.6K 0.08% 46
2022
Q3 		$112K Buy
1,068
+10
+0.9% +$1.15K 0.05% 58
2022
Q2 		$119K Sell
1,058
-707
-40% -$87.6K 0.04% 56
2022
Q1 		$241K Sell
1,765
-90
-5% -$13.3K 0.04% 105
2021
Q4 		$294K Buy
1,855
+60
+3% +$9.85K 0.05% 99
2021
Q3 		$294K Hold
1,795
– – 0.05% 90
2021
Q2 		$279K Sell
1,795
-20
-1% -$3.14K 0.05% 99
2021
Q1 		$276K Buy
1,815
+20
+1% +$2.88K 0.05% 91
2020
Q4 		$228K Hold
1,795
– – 0.05% 105
2020
Q3 		$173K Sell
1,795
-200
-10% -$19.6K 0.04% 104
2020
Q2 		$188K Sell
1,995
-12
-0.6% -$1.14K 0.05% 97
2020
Q1 		$181K Sell
2,007
-570
-22% -$69.3K 0.06% 89
2019
Q4 		$359K Sell
2,577
-50
-2% -$6.41K 0.11% 65
2019
Q3 		$309K Buy
2,627
+199
+8% +$22.5K 0.12% 62
2019
Q2 		$271K Buy
2,428
+1
+0% +$110 0.11% 70
2019
Q1 		$246K Sell
2,427
-46
-2% -$4.74K 0.09% 92
2018
Q4 		$241K Buy
2,473
+286
+13% +$30.5K 0.12% 82
2018
Q3 		$247K Hold
2,187
– – 0.09% 94
2018
Q2 		$228K Sell
2,187
-349
-14% -$38.3K 0.1% 95
2018
Q1 		$279K Hold
2,536
– – 0.13% 78
2017
Q4 		$271K Buy
2,536
+1
+0% +$101 0.13% 83
2017
Q3 		$242K Buy
2,535
+1
+0% +$92 0.12% 89
2017
Q2 		$232K Sell
2,534
-185
-7% -$16K 0.12% 90
2017
Q1 		$239K Buy
2,719
+717
+36% +$63.3K 0.15% 86
2016
Q4 		$173K Sell
2,002
-171
-8% -$13K 0.11% 101
2016
Q3 		$145K Buy
2,173
+501
+30% +$32.7K 0.1% 108
2016
Q2 		$104K Sell
1,672
-62
-4% -$3.87K 0.07% 127
2016
Q1 		$103K Sell
1,734
-59
-3% -$3.45K 0.07% 148
2015
Q4 		$118K Sell
1,793
-136
-7% -$8.86K 0.09% 137
2015
Q3 		$118K Sell
1,929
-14
-0.7% -$917 0.09% 131
2015
Q2 		$132K Buy
1,943
+1,042
+116% +$68K 0.09% 130
2015
Q1 		$55K Sell
901
-297
-25% -$17.6K 0.04% 205
2014
Q4 		$75K Sell
1,198
-436
-27% -$26.2K 0.05% 170
2014
Q3 		$98K Hold
1,634
– – 0.07% 157
2014
Q2 		$94K Sell
1,634
-374
-19% -$21K 0.07% 161
2014
Q1 		$122K Sell
2,008
-64
-3% -$3.7K 0.1% 147
2013
Q4 		$121K Buy
+2,072
New +$114K 0.1% 140

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Tradewinds Capital Management's JPM Position: Q2 2026 in Review

Tradewinds Capital Management reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $13.7K and leaving 1,821 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #64.

Tradewinds Capital Management first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $598K in Q4 2025. 2,915 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tradewinds Capital Management held 1,821 shares of JPMorgan Chase worth $596K as of Q2 2026.
  • Tradewinds Capital Management sold 44 JPMorgan Chase shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.11% of Tradewinds Capital Management's portfolio in Q2 2026, its #64 holding.
  • Tradewinds Capital Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • Tradewinds Capital Management's JPMorgan Chase position peaked at $598K in Q4 2025.
  • 2,915 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.