Tranquility Partners
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Tranquility Partners’s JPMorgan Chase JPM Stock Holding History

Tranquility 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
Q3 		$6M Buy
18,144
+91
+0.5% +$31.8K 2.08% 8
2026
Q2 		$5.91M Buy
18,053
+158
+0.9% +$49.1K 2.03% 9
2026
Q1 		$5.26M Sell
17,895
-16
-0.1% -$4.86K 1.99% 9
2025
Q4 		$5.77M Sell
17,911
-1,579
-8% -$489K 2.08% 9
2025
Q3 		$6.15M Buy
19,490
+456
+2% +$136K 2.08% 8
2025
Q2 		$5.52M Sell
19,034
-49
-0.3% -$12.5K 1.97% 9
2025
Q1 		$4.68M Buy
19,083
+269
+1% +$68.6K 1.81% 13
2024
Q4 		$4.52M Sell
18,814
-39
-0.2% -$9.08K 1.7% 13
2024
Q3 		$3.98M Sell
18,853
-76
-0.4% -$16K 1.44% 16
2024
Q2 		$3.83M Buy
18,929
+744
+4% +$145K 1.47% 17
2024
Q1 		$3.64M Sell
18,185
-410
-2% -$74K 1.41% 15
2023
Q4 		$3.16M Sell
18,595
-765
-4% -$116K 1.33% 16
2023
Q3 		$2.81M Buy
19,360
+1,372
+8% +$206K 1.2% 19
2023
Q2 		$2.62M Sell
17,988
-50
-0.3% -$6.88K 1.13% 22
2023
Q1 		$2.35M Buy
18,038
+845
+5% +$116K 1.12% 22
2022
Q4 		$2.31M Sell
17,193
-14
-0.1% -$1.77K 1.17% 22
2022
Q3 		$1.8M Sell
17,207
-196
-1% -$22.5K 1% 25
2022
Q2 		$1.96M Buy
17,403
+1,954
+13% +$242K 1.01% 26
2022
Q1 		$2.11M Buy
15,449
+490
+3% +$72.3K 0.99% 25
2021
Q4 		$2.37M Sell
14,959
-767
-5% -$126K 1.1% 22
2021
Q3 		$2.57M Buy
15,726
+2,495
+19% +$391K 1.31% 18
2021
Q2 		$2.06M Sell
13,231
-790
-6% -$124K 1.16% 21
2021
Q1 		$2.13M Buy
14,021
+129
+0.9% +$18.6K 1.33% 20
2020
Q4 		$1.76M Sell
13,892
-226
-2% -$25.3K 1.25% 19
2020
Q3 		$1.36M Buy
14,118
+1,779
+14% +$175K 1.15% 21
2020
Q2 		$1.16M Buy
12,339
+1,906
+18% +$181K 1.09% 23
2020
Q1 		$939K Buy
10,433
+861
+9% +$105K 1.08% 24
2019
Q4 		$1.33M Buy
9,572
+3,357
+54% +$431K 1.2% 22
2019
Q3 		$731K Hold
6,215
– – 0.77% 37
2019
Q2 		$695K Buy
+6,215
New +$685K 0.75% 36

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Tranquility Partners's JPM Position: Q3 2026 in Review

Tranquility Partners increased its JPMorgan Chase (JPM) stake by 0.5% in Q3 2026, buying an estimated $31.8K and bringing the position to 18,144 shares worth $6M. The position accounts for 2.08% of the portfolio, ranked #8.

Tranquility Partners first reported a position in JPM in Q2 2019 and has held it in 30 quarters since. The position peaked at $6.15M in Q3 2025. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Tranquility Partners held 18,144 shares of JPMorgan Chase worth $6M as of Q3 2026.
  • Tranquility Partners bought 91 JPMorgan Chase shares in Q3 2026, an estimated $31.8K.
  • JPMorgan Chase made up 2.08% of Tranquility Partners's portfolio in Q3 2026, its #8 holding.
  • Tranquility Partners first reported a position in JPMorgan Chase in Q2 2019 and has held it in 30 quarters since.
  • Tranquility Partners's JPMorgan Chase position peaked at $6.15M in Q3 2025.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.