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Tributary Capital Management’s JPMorgan Chase JPM Stock Holding History

Tributary Capital Management’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 		$1.63M Buy
4,966
+1,396
+39% +$434K 0.13% 75
2026
Q1 		$1.05M Sell
3,570
-100
-3% -$30.3K 0.1% 75
2025
Q4 		$1.18M Sell
3,670
-100
-3% -$31K 0.12% 71
2025
Q3 		$1.19M Sell
3,770
-205
-5% -$61K 0.11% 74
2025
Q2 		$1.15M Sell
3,975
-50
-1% -$12.8K 0.1% 85
2025
Q1 		$987K Sell
4,025
-1,062
-21% -$271K 0.09% 85
2024
Q4 		$1.22M Sell
5,087
-205
-4% -$47.7K 0.09% 79
2024
Q3 		$1.12M Sell
5,292
-247
-4% -$52K 0.09% 72
2024
Q2 		$1.12M Sell
5,539
-240
-4% -$46.9K 0.09% 72
2024
Q1 		$1.16M Buy
5,779
+519
+10% +$93.7K 0.09% 74
2023
Q4 		$895K Buy
5,260
+225
+4% +$34.1K 0.08% 88
2023
Q3 		$730K Sell
5,035
-57
-1% -$8.54K 0.07% 92
2023
Q2 		$741K Sell
5,092
-150
-3% -$20.6K 0.07% 90
2023
Q1 		$683K Sell
5,242
-100
-2% -$13.7K 0.06% 90
2022
Q4 		$716K Sell
5,342
-100
-2% -$12.7K 0.07% 88
2022
Q3 		$569K Sell
5,442
-93
-2% -$10.7K 0.06% 98
2022
Q2 		$623K Sell
5,535
-75
-1% -$9.29K 0.06% 90
2022
Q1 		$765K Sell
5,610
-250
-4% -$36.9K 0.06% 147
2021
Q4 		$928K Sell
5,860
-59
-1% -$9.69K 0.07% 147
2021
Q3 		$969K Sell
5,919
-1,150
-16% -$180K 0.07% 144
2021
Q2 		$1.1M Sell
7,069
-156
-2% -$24.5K 0.08% 140
2021
Q1 		$1.1M Sell
7,225
-100
-1% -$14.4K 0.09% 140
2020
Q4 		$931K Buy
7,325
+700
+11% +$78.2K 0.07% 143
2020
Q3 		$638K Sell
6,625
-300
-4% -$29.5K 0.06% 161
2020
Q2 		$651K Sell
6,925
-250
-3% -$23.7K 0.06% 159
2020
Q1 		$646K Sell
7,175
-250
-3% -$30.4K 0.07% 146
2019
Q4 		$1.03M Sell
7,425
-1,000
-12% -$128K 0.07% 141
2019
Q3 		$992K Sell
8,425
-1,000
-11% -$113K 0.07% 140
2019
Q2 		$1.05M Sell
9,425
-1,350
-13% -$149K 0.07% 139
2019
Q1 		$1.09M Sell
10,775
-1,500
-12% -$155K 0.08% 137
2018
Q4 		$1.2M Hold
12,275
– – 0.11% 125
2018
Q3 		$1.39M Sell
12,275
-1,475
-11% -$167K 0.11% 135
2018
Q2 		$1.43M Sell
13,750
-245
-2% -$26.9K 0.11% 127
2018
Q1 		$1.54M Sell
13,995
-1,500
-10% -$170K 0.13% 120
2017
Q4 		$1.66M Sell
15,495
-1,000
-6% -$101K 0.14% 106
2017
Q3 		$1.57M Sell
16,495
-300
-2% -$27.7K 0.14% 112
2017
Q2 		$1.53M Sell
16,795
-1,465
-8% -$126K 0.14% 114
2017
Q1 		$1.6M Sell
18,260
-1,535
-8% -$135K 0.16% 110
2016
Q4 		$1.71M Buy
19,795
+6,650
+51% +$507K 0.2% 110
2016
Q3 		$875K Hold
13,145
– – 0.11% 158
2016
Q2 		$817K Hold
13,145
– – 0.12% 157
2016
Q1 		$778K Hold
13,145
– – 0.12% 160
2015
Q4 		$868K Buy
13,145
+2,000
+18% +$130K 0.14% 162
2015
Q3 		$680K Buy
+11,145
New +$730K 0.11% 171
2014
Q3 		– Sell
-1,110
Closed -$64K – 167
2014
Q2 		$64K Buy
+1,110
New +$62.4K 0.01% 151
2014
Q1 		– Sell
-870
Closed -$51K – 168
2013
Q4 		$51K Sell
870
-33,700
-97% -$1.85M 0.01% 172
2013
Q3 		$1.79M Sell
34,570
-91,780
-73% -$4.92M 0.37% 133
2013
Q2 		$6.67M Buy
+126,350
New +$6.42M 1.09% 2

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Tributary Capital Management's JPM Position: Q2 2026 in Review

Tributary Capital Management increased its JPMorgan Chase (JPM) stake by 39% in Q2 2026, buying an estimated $434K and bringing the position to 4,966 shares worth $1.63M. The position accounts for 0.13% of the portfolio, ranked #75.

Tributary Capital Management first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.67M in Q2 2013. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tributary Capital Management held 4,966 shares of JPMorgan Chase worth $1.63M as of Q2 2026.
  • Tributary Capital Management bought 1,396 JPMorgan Chase shares in Q2 2026, an estimated $434K.
  • JPMorgan Chase made up 0.13% of Tributary Capital Management's portfolio in Q2 2026, its #75 holding.
  • Tributary Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
  • Tributary Capital Management's JPMorgan Chase position peaked at $6.67M in Q2 2013.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tributary Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.