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Tranquilli Financial Advisor’s JPMorgan Chase JPM Stock Holding History

Tranquilli Financial Advisor’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 		$1.69M Buy
5,150
+1,855
+56% +$576K 0.91% 31
2026
Q1 		$969K Sell
3,295
-403
-11% -$122K 0.57% 48
2025
Q4 		$1.19M Sell
3,698
-14
-0.4% -$4.33K 0.69% 43
2025
Q3 		$1.17M Buy
3,712
+103
+3% +$30.6K 0.69% 44
2025
Q2 		$1.05M Sell
3,609
-211
-6% -$53.8K 0.65% 44
2025
Q1 		$937K Sell
3,820
-1,605
-30% -$409K 0.59% 45
2024
Q4 		$1.3M Sell
5,425
-98
-2% -$22.8K 0.82% 36
2024
Q3 		$1.16M Buy
5,523
+41
+0.7% +$8.64K 0.73% 41
2024
Q2 		$1.13M Buy
5,482
+75
+1% +$14.7K 0.75% 36
2024
Q1 		$1.08M Buy
5,407
+128
+2% +$23.1K 0.72% 39
2023
Q4 		$898K Sell
5,279
-271
-5% -$41.1K 0.63% 37
2023
Q3 		$805K Buy
5,550
+489
+10% +$73.3K 0.58% 38
2023
Q2 		$736K Buy
5,061
+37
+0.7% +$5.09K 0.52% 40
2023
Q1 		$655K Buy
5,024
+254
+5% +$34.8K 0.49% 36
2022
Q4 		$640K Buy
4,770
+621
+15% +$78.7K 0.49% 35
2022
Q3 		$434K Buy
4,149
+638
+18% +$73.2K 0.34% 33
2022
Q2 		$395K Buy
3,511
+647
+23% +$80.2K 0.3% 35
2022
Q1 		$390K Buy
2,864
+52
+2% +$7.68K 0.28% 54
2021
Q4 		$445K Sell
2,812
-5
-0.2% -$821 0.31% 56
2021
Q3 		$461K Buy
2,817
+23
+0.8% +$3.61K 0.35% 48
2021
Q2 		$435K Sell
2,794
-6
-0.2% -$942 0.33% 49
2021
Q1 		$426K Buy
+2,800
New +$403K 0.34% 50

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tranquilli Financial Advisor's JPM Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its JPMorgan Chase (JPM) stake by 56% in Q2 2026, buying an estimated $576K and bringing the position to 5,150 shares worth $1.69M. The position accounts for 0.91% of the portfolio, ranked #31.

Tranquilli Financial Advisor first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tranquilli Financial Advisor held 5,150 shares of JPMorgan Chase worth $1.69M as of Q2 2026.
  • Tranquilli Financial Advisor bought 1,855 JPMorgan Chase shares in Q2 2026, an estimated $576K.
  • JPMorgan Chase made up 0.91% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #31 holding.
  • Tranquilli Financial Advisor first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.