Tudor Financial’s JPMorgan Chase JPM Stock Holding History

Tudor Financial’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	$2.65M	Sell	8,097 -33	-0.4%	-$10.2K	1.19%	23
2026 Q1	$2.39M	Buy	8,130 +7	+0.1%	+$2.12K	1.22%	23
2025 Q4	$2.62M	Sell	8,123 -34	-0.4%	-$10.5K	1.34%	19
2025 Q3	$2.57M	Sell	8,157 -87	-1%	-$25.9K	1.37%	20
2025 Q2	$2.39M	Buy	8,244 +81	+1%	+$20.7K	1.35%	19
2025 Q1	$2M	Buy	8,163 +54	+0.7%	+$13.8K	1.2%	21
2024 Q4	$1.94M	Buy	8,109 +770	+10%	+$179K	1.14%	25
2024 Q3	$1.55M	Buy	+7,339	New	+$1.55M	0.95%	27

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 $3.37T AUM 44.26% 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

Tudor Financial's JPM Position: Q2 2026 in Review

Tudor Financial reduced its JPMorgan Chase (JPM) stake by 0.41% in Q2 2026, selling an estimated $10.2K and leaving 8,097 shares worth $2.65M. The position accounts for 1.19% of the portfolio, ranked #23.

Tudor Financial first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tudor Financial held 8,097 shares of JPMorgan Chase worth $2.65M as of Q2 2026.
Tudor Financial sold 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
JPMorgan Chase made up 1.19% of Tudor Financial's portfolio in Q2 2026, its #23 holding.
Tudor Financial first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.