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 Q2	$11.7M	Sell	35,409 -46	-0.1%	-$14.3K	2.63%	9
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tradewinds LLC's JPM Position: Q2 2026 in Review

Tradewinds LLC reduced its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, selling an estimated $14.3K and leaving 35,409 shares worth $11.7M. The position accounts for 2.63% of the portfolio, ranked #9.

Tradewinds LLC first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $12.9M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tradewinds LLC held 35,409 shares of JPMorgan Chase worth $11.7M as of Q2 2026.
Tradewinds LLC sold 46 JPMorgan Chase shares in Q2 2026, an estimated $14.3K.
JPMorgan Chase made up 2.63% of Tradewinds LLC's portfolio in Q2 2026, its #9 holding.
Tradewinds LLC first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
Tradewinds LLC's JPMorgan Chase position peaked at $12.9M in Q3 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.