Tuttle Capital Management’s JPMorgan Chase JPM Stock Holding History

Tuttle 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	$783K	Hold	2,391	–	–	0.53%	48
2026 Q1	$703K	Hold	2,391	–	–	1.16%	29
2025 Q4	$770K	Sell	2,391 -203	-8%	-$62.9K	1.7%	14
2025 Q3	$818K	Hold	2,594	–	–	3.1%	5
2025 Q2	$752K	Buy	2,594 +336	+15%	+$85.7K	3.11%	4
2025 Q1	$554K	Buy	2,258 +262	+13%	+$66.8K	2.43%	12
2024 Q4	$478K	Buy	1,996 +512	+35%	+$119K	2.46%	7
2024 Q3	$313K	Buy	1,484 +192	+15%	+$40.4K	1.7%	35
2024 Q2	$262K	Buy	+1,292	New	+$253K	1.57%	28
2021 Q4	–	Sell	-3,026	Closed	-$495K	–	124
2021 Q3	$495K	Buy	3,026 +1,380	+84%	+$216K	0.57%	63
2021 Q2	$256K	Sell	1,646 -4,054	-71%	-$637K	0.11%	224
2021 Q1	$868K	Buy	+5,700	New	+$820K	0.34%	71
2019 Q2	–	Sell	-4,447	Closed	-$450K	–	140
2019 Q1	$450K	Sell	4,447 -35,922	-89%	-$3.7M	0.09%	151
2018 Q4	$3.94M	Buy	40,369 +23,207	+135%	+$2.47M	1.49%	24
2018 Q3	$1.94M	Buy	17,162 +12,621	+278%	+$1.43M	0.37%	73
2018 Q2	$473K	Buy	+4,541	New	+$498K	0.32%	71

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

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

Tuttle Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,391 shares worth $783K. The position accounts for 0.53% of the portfolio, ranked #48.

Tuttle Capital Management first reported a position in JPM in Q2 2018 and has held it in 16 quarters since. The position peaked at $3.94M in Q4 2018. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tuttle Capital Management held 2,391 shares of JPMorgan Chase worth $783K as of Q2 2026.
Tuttle Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.53% of Tuttle Capital Management's portfolio in Q2 2026, its #48 holding.
Tuttle Capital Management first reported a position in JPMorgan Chase in Q2 2018 and has held it in 16 quarters since.
Tuttle Capital Management's JPMorgan Chase position peaked at $3.94M in Q4 2018.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tuttle Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.