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Twin Lakes Capital Management’s JPMorgan Chase JPM Stock Holding History

Twin Lakes 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 		$4.42M Buy
13,493
+17
+0.1% +$5.28K 1.69% 17
2026
Q1 		$3.96M Sell
13,476
-426
-3% -$129K 1.8% 17
2025
Q4 		$4.48M Sell
13,902
-40
-0.3% -$12.4K 1.99% 14
2025
Q3 		$4.4M Buy
13,942
+34
+0.2% +$10.1K 2.03% 13
2025
Q2 		$4.03M Sell
13,908
-61
-0.4% -$15.6K 2.45% 13
2025
Q1 		$3.43M Buy
13,969
+37
+0.3% +$9.43K 2.31% 15
2024
Q4 		$3.34M Buy
13,932
+40
+0.3% +$9.32K 2.14% 18
2024
Q3 		$2.93M Sell
13,892
-173
-1% -$36.4K 1.89% 19
2024
Q2 		$2.84M Buy
14,065
+9
+0.1% +$1.76K 1.94% 19
2024
Q1 		$2.82M Buy
14,056
+48
+0.3% +$8.66K 1.9% 19
2023
Q4 		$2.38M Buy
14,008
+59
+0.4% +$8.94K 1.63% 22
2023
Q3 		$2.02M Buy
13,949
+57
+0.4% +$8.54K 1.49% 23
2023
Q2 		$2.02M Buy
13,892
+59
+0.4% +$8.12K 1.43% 23
2023
Q1 		$1.8M Buy
13,833
+47
+0.3% +$6.44K 1.34% 23
2022
Q4 		$1.85M Buy
13,786
+71
+0.5% +$9K 1.42% 23
2022
Q3 		$1.43M Buy
13,715
+83
+0.6% +$9.53K 1.16% 24
2022
Q2 		$1.53M Sell
13,632
-329
-2% -$40.8K 1.11% 27
2022
Q1 		$1.9M Sell
13,961
-2,847
-17% -$420K 1.07% 28
2021
Q4 		$2.66M Buy
16,808
+45
+0.3% +$7.39K 1.42% 24
2021
Q3 		$2.74M Buy
16,763
+1,160
+7% +$182K 1.61% 19
2021
Q2 		$2.43M Sell
15,603
-182
-1% -$28.6K 1.35% 25
2021
Q1 		$2.4M Sell
15,785
-47
-0.3% -$6.76K 1.48% 23
2020
Q4 		$2.01M Buy
+15,832
New +$1.77M 1.44% 24

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

Twin Lakes Capital Management's JPM Position: Q2 2026 in Review

Twin Lakes Capital Management increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $5.28K and bringing the position to 13,493 shares worth $4.42M. The position accounts for 1.69% of the portfolio, ranked #17.

Twin Lakes Capital Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.48M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Twin Lakes Capital Management held 13,493 shares of JPMorgan Chase worth $4.42M as of Q2 2026.
  • Twin Lakes Capital Management bought 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 1.69% of Twin Lakes Capital Management's portfolio in Q2 2026, its #17 holding.
  • Twin Lakes Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Twin Lakes Capital Management's JPMorgan Chase position peaked at $4.48M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.