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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tranquilli Financial Advisor's JPM Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $122K and leaving 3,295 shares worth $969K. The position accounts for 0.57% of the portfolio, ranked #48.

Tranquilli Financial Advisor first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.3M in Q4 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tranquilli Financial Advisor held 3,295 shares of JPMorgan Chase worth $969K as of Q1 2026.
  • Tranquilli Financial Advisor sold 403 JPMorgan Chase shares in Q1 2026, an estimated $122K.
  • JPMorgan Chase made up 0.57% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #48 holding.
  • Tranquilli Financial Advisor first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's JPMorgan Chase position peaked at $1.3M in Q4 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.