Twin Tree Management’s JPMorgan Chase JPM Stock Holding History

Twin Tree 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 Q1	$2.59M	Sell	8,800 -232,200	-96%	-$70.5M	0.05%	393
2025 Q4	$77.7M	Buy	241,000 +36,200	+18%	+$11.2M	0.68%	11
2025 Q3	$64.6M	Buy	204,800 +139,700	+215%	+$41.5M	0.27%	62
2025 Q2	$18.9M	Sell	65,100 -23,700	-27%	-$6.05M	0.04%	501
2025 Q1	$21.8M	Sell	88,800 -120,600	-58%	-$30.7M	0.04%	400
2024 Q4	$50.2M	Sell	209,400 -80,100	-28%	-$18.7M	0.09%	194
2024 Q3	$61M	Sell	289,500 -291,800	-50%	-$61.5M	0.12%	131
2024 Q2	$118M	Sell	581,300 -105,700	-15%	-$20.7M	0.27%	67
2024 Q1	$138M	Sell	687,000 -65,700	-9%	-$11.9M	0.3%	59
2023 Q4	$128M	Sell	752,700 -492,400	-40%	-$74.6M	0.24%	73
2023 Q3	$181M	Sell	1,245,100 -4,446,700	-78%	-$667M	0.41%	33
2023 Q2	$828M	Buy	5,691,800 +3,035,700	+114%	+$418M	1.27%	9
2023 Q1	$346M	Buy	2,656,100 +1,292,900	+95%	+$177M	0.64%	18
2022 Q4	$183M	Buy	1,363,200 +1,259,300	+1,212%	+$160M	0.4%	31
2022 Q3	$10.9M	Buy	103,900 +48,600	+88%	+$5.58M	0.02%	527
2022 Q2	$6.23M	Buy	+55,300	New	+$6.85M	0.01%	793
2022 Q1	–	Sell	-104,500	Closed	-$16.5M	–	1763
2021 Q4	$16.5M	Hold	104,500	–	–	0.03%	467
2021 Q3	$17.1M	Hold	104,500	–	–	0.04%	414
2021 Q2	$16.3M	Buy	+104,500	New	+$16.4M	0.04%	386
2021 Q1	–	Sell	-241,200	Closed	-$30.6M	–	1473
2020 Q4	$30.6M	Sell	241,200 -121,600	-34%	-$13.6M	0.12%	181
2020 Q3	$34.9M	Buy	362,800 +74,900	+26%	+$7.36M	0.14%	152
2020 Q2	$27.1M	Buy	287,900 +246,900	+602%	+$23.4M	0.11%	210
2020 Q1	$3.69M	Sell	41,000 -7,100	-15%	-$863K	0.02%	565
2019 Q4	$6.71M	Sell	48,100 -1,135,700	-96%	-$146M	0.02%	440
2019 Q3	$139M	Buy	+1,183,800	New	+$134M	0.55%	25
2019 Q2	–	Sell	-113,600	Closed	-$11.5M	–	1405
2019 Q1	$11.5M	Sell	113,600 -194,800	-63%	-$20.1M	0.06%	268
2018 Q4	$30.1M	Buy	308,400 +91,600	+42%	+$9.76M	0.19%	92
2018 Q3	$24.5M	Buy	216,800 +198,100	+1,059%	+$22.5M	0.17%	115
2018 Q2	$1.95M	Hold	18,700	–	–	0.01%	638
2018 Q1	$2.06M	Sell	18,700 -24,400	-57%	-$2.76M	0.02%	516
2017 Q4	$4.61M	Sell	43,100 -86,100	-67%	-$8.72M	0.03%	407
2017 Q3	$12.3M	Sell	129,200 -304,800	-70%	-$28.1M	0.1%	195
2017 Q2	$39.7M	Buy	434,000 +101,900	+31%	+$8.79M	0.31%	61
2017 Q1	$29.2M	Buy	332,100 +149,300	+82%	+$13.2M	0.26%	75
2016 Q4	$15.8M	Buy	182,800 +52,600	+40%	+$4.01M	0.15%	159
2016 Q3	$8.67M	Sell	130,200 -170,700	-57%	-$11.1M	0.11%	183
2016 Q2	$18.7M	Buy	300,900 +125,500	+72%	+$7.84M	0.29%	59
2016 Q1	$10.4M	Buy	175,400 +109,400	+166%	+$6.39M	0.2%	104
2015 Q4	$4.36M	Sell	66,000 -113,500	-63%	-$7.39M	0.09%	229
2015 Q3	$10.9M	Buy	179,500 +98,900	+123%	+$6.48M	0.28%	46
2015 Q2	$5.46M	Buy	80,600 +26,300	+48%	+$1.72M	0.13%	150
2015 Q1	$3.29M	Sell	54,300 -103,900	-66%	-$6.15M	0.08%	266
2014 Q4	$9.9M	Buy	158,200 +138,600	+707%	+$8.34M	0.28%	60
2014 Q3	$1.18M	Sell	19,600 -17,000	-46%	-$994K	0.03%	530
2014 Q2	$2.11M	Sell	36,600 -61,700	-63%	-$3.47M	0.05%	396
2014 Q1	$5.97M	Buy	98,300 +72,900	+287%	+$4.21M	0.12%	189
2013 Q4	$1.49M	Sell	25,400 -47,400	-65%	-$2.6M	0.04%	496
2013 Q3	$3.76M	Sell	72,800 -52,500	-42%	-$2.82M	0.13%	174
2013 Q2	$6.62M	Buy	+125,300	New	+$6.37M	0.25%	49

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Twin Tree Management's JPM Position: Q1 2026 in Review

Twin Tree Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,533 shares — an estimated $465K sold.

Twin Tree Management first reported a position in JPM in Q3 2013 and held it in 21 quarters. The position peaked at $9.71M in Q2 2020. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Twin Tree Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Twin Tree Management sold 1,533 JPMorgan Chase shares in Q1 2026, an estimated $465K.
Twin Tree Management first reported a position in JPMorgan Chase in Q3 2013 and held it in 21 quarters.
Twin Tree Management's JPMorgan Chase position peaked at $9.71M in Q2 2020.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.