Tradewinds LLC’s JPMorgan Chase JPM Stock Holding History

Tradewinds LLC’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	$11.1M	Sell	35,455 -1,841	-5%	-$559K	3.57%	7
2025 Q4	$12M	Sell	37,296 -3,699	-9%	-$1.15M	2.87%	7
2025 Q3	$12.9M	Buy	+40,995	New	+$12.2M	3.15%	4
2025 Q2	–	Sell	-41,489	Closed	-$10.2M	–	173
2025 Q1	$10.2M	Sell	41,489 -622	-1%	-$159K	2.87%	5
2024 Q4	$11.5M	Buy	42,111 +1,453	+4%	+$338K	3.2%	5
2024 Q3	$8.57M	Buy	40,658 +921	+2%	+$194K	2.64%	7
2024 Q2	$8.04M	Buy	39,737 +4,747	+14%	+$928K	2.47%	6
2024 Q1	$7.01M	Buy	+34,990	New	+$6.31M	3.35%	6
2023 Q3	$4.83M	Buy	33,289 +1,303	+4%	+$195K	2.83%	10
2023 Q2	$4.65M	Buy	31,986 +1,425	+5%	+$196K	2.74%	11
2023 Q1	$3.98M	Buy	+30,561	New	+$4.19M	2.41%	15
2022 Q4	–	Sell	-28,851	Closed	-$3.02M	–	169
2022 Q3	$3.02M	Buy	28,851 +2,269	+9%	+$260K	2.19%	17
2022 Q2	$2.99M	Buy	+26,582	New	+$3.29M	2.04%	18
2021 Q4	$5.78M	Buy	+33,986	New	+$5.58M	6.82%	4

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tradewinds LLC's JPM Position: Q1 2026 in Review

Tradewinds LLC reduced its JPMorgan Chase (JPM) stake by 4.9% in Q1 2026, selling an estimated $559K and leaving 35,455 shares worth $11.1M. The position accounts for 3.57% of the portfolio, ranked #7.

Tradewinds LLC first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $12.9M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Tradewinds LLC held 35,455 shares of JPMorgan Chase worth $11.1M as of Q1 2026.
Tradewinds LLC sold 1,841 JPMorgan Chase shares in Q1 2026, an estimated $559K.
JPMorgan Chase made up 3.57% of Tradewinds LLC's portfolio in Q1 2026, its #7 holding.
Tradewinds LLC first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
Tradewinds LLC's JPMorgan Chase position peaked at $12.9M in Q3 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.