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TwinBeech Capital’s JPMorgan Chase JPM Stock Holding History

TwinBeech Capital’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
-1,188
Closed -$383K – 701
2025
Q4 		$383K Buy
+1,188
New +$368K 0.03% 443
2025
Q3 		– Sell
-4,098
Closed -$1.19M – 699
2025
Q2 		$1.19M Sell
4,098
-51,505
-93% -$13.1M 0.03% 394
2025
Q1 		$13.6M Sell
55,603
-21,711
-28% -$5.54M 0.25% 111
2024
Q4 		$18.5M Buy
77,314
+54,892
+245% +$12.8M 0.32% 104
2024
Q3 		$4.73M Sell
22,422
-19,701
-47% -$4.15M 0.09% 261
2024
Q2 		$8.52M Sell
42,123
-59,709
-59% -$11.7M 0.17% 155
2024
Q1 		$20.4M Buy
+101,832
New +$18.4M 0.42% 66
2023
Q4 		– Sell
-4,424
Closed -$642K – 771
2023
Q3 		$642K Sell
4,424
-43,132
-91% -$6.47M 0.01% 528
2023
Q2 		$6.92M Buy
+47,556
New +$6.54M 0.14% 194
2022
Q4 		– Sell
-330,799
Closed -$34.6M – 810
2022
Q3 		$34.6M Buy
330,799
+168,916
+104% +$19.4M 0.91% 19
2022
Q2 		$18.2M Buy
161,883
+132,984
+460% +$16.5M 0.82% 34
2022
Q1 		$3.94M Buy
+28,899
New +$4.27M 0.17% 158

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

TwinBeech Capital's JPM Position: Q1 2026 in Review

TwinBeech Capital sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,188 shares — an estimated $383K sold.

TwinBeech Capital first reported a position in JPM in Q1 2022 and held it in 12 quarters. The position peaked at $34.6M in Q3 2022. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TwinBeech Capital reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 1,188 JPMorgan Chase shares in Q1 2026, an estimated $383K.
  • TwinBeech Capital first reported a position in JPMorgan Chase in Q1 2022 and held it in 12 quarters.
  • TwinBeech Capital's JPMorgan Chase position peaked at $34.6M in Q3 2022.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.