Twin Tree Management
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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 		– Sell
-202,200
Closed -$65.2M – 1496
2025
Q4 		$65.2M Buy
202,200
+161,900
+402% +$50.1M 0.57% 12
2025
Q3 		$12.7M Sell
40,300
-90,700
-69% -$27M 0.05% 407
2025
Q2 		$38M Buy
131,000
+15,600
+14% +$3.98M 0.07% 275
2025
Q1 		$28.3M Buy
115,400
+108,000
+1,459% +$27.5M 0.05% 319
2024
Q4 		$1.77M Sell
7,400
-145,900
-95% -$34M ﹤0.01% 1178
2024
Q3 		$32.3M Buy
153,300
+58,200
+61% +$12.3M 0.06% 273
2024
Q2 		$19.2M Buy
+95,100
New +$18.6M 0.04% 383
2023
Q4 		– Sell
-94,000
Closed -$13.6M – 1482
2023
Q3 		$13.6M Sell
94,000
-888,400
-90% -$133M 0.03% 451
2023
Q2 		$143M Buy
982,400
+497,900
+103% +$68.5M 0.22% 71
2023
Q1 		$63.1M Buy
+484,500
New +$66.4M 0.12% 142
2022
Q4 		– Sell
-123,000
Closed -$12.9M – 1435
2022
Q3 		$12.9M Sell
123,000
-191,200
-61% -$21.9M 0.02% 490
2022
Q2 		$35.4M Buy
314,200
+123,000
+64% +$15.2M 0.06% 254
2022
Q1 		$26.1M Buy
+191,200
New +$28.2M 0.04% 384
2021
Q2 		– Sell
-129,400
Closed -$19.7M – 1490
2021
Q1 		$19.7M Sell
129,400
-529,500
-80% -$76.2M 0.07% 282
2020
Q4 		$83.7M Buy
658,900
+260,900
+66% +$29.2M 0.34% 62
2020
Q3 		$38.3M Sell
398,000
-271,100
-41% -$26.6M 0.16% 139
2020
Q2 		$62.9M Buy
+669,100
New +$63.5M 0.26% 75
2019
Q3 		– Sell
-137,300
Closed -$15.3M – 1356
2019
Q2 		$15.3M Buy
+137,300
New +$15.1M 0.08% 227
2019
Q1 		– Sell
-102,800
Closed -$10M – 1450
2018
Q4 		$10M Buy
102,800
+74,400
+262% +$7.93M 0.06% 314
2018
Q3 		$3.21M Buy
+28,400
New +$3.22M 0.02% 490
2018
Q1 		– Sell
-128,000
Closed -$13.7M – 1204
2017
Q4 		$13.7M Sell
128,000
-123,500
-49% -$12.5M 0.1% 170
2017
Q3 		$24M Sell
251,500
-949,400
-79% -$87.6M 0.19% 106
2017
Q2 		$110M Buy
1,200,900
+166,100
+16% +$14.3M 0.86% 13
2017
Q1 		$90.9M Buy
1,034,800
+964,100
+1,364% +$85.1M 0.82% 20
2016
Q4 		$6.1M Sell
70,700
-353,900
-83% -$27M 0.06% 346
2016
Q3 		$28.3M Sell
424,600
-241,800
-36% -$15.8M 0.36% 42
2016
Q2 		$41.4M Buy
666,400
+356,500
+115% +$22.3M 0.65% 14
2016
Q1 		$18.4M Buy
309,900
+79,800
+35% +$4.66M 0.35% 47
2015
Q4 		$15.2M Sell
230,100
-46,000
-17% -$3M 0.3% 51
2015
Q3 		$16.8M Sell
276,100
-73,800
-21% -$4.83M 0.43% 23
2015
Q2 		$23.7M Buy
349,900
+193,500
+124% +$12.6M 0.58% 18
2015
Q1 		$9.47M Buy
156,400
+128,800
+467% +$7.63M 0.24% 70
2014
Q4 		$1.73M Sell
27,600
-11,900
-30% -$716K 0.05% 425
2014
Q3 		$2.38M Sell
39,500
-24,400
-38% -$1.43M 0.06% 332
2014
Q2 		$3.68M Sell
63,900
-78,400
-55% -$4.41M 0.08% 254
2014
Q1 		$8.64M Buy
142,300
+54,400
+62% +$3.14M 0.18% 113
2013
Q4 		$5.14M Sell
87,900
-2,400
-3% -$131K 0.12% 167
2013
Q3 		$4.67M Sell
90,300
-11,400
-11% -$611K 0.16% 130
2013
Q2 		$5.37M Buy
+101,700
New +$5.17M 0.21% 75

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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.