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Tyche Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Tyche Wealth Partners’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 		$6.59M Sell
20,119
-15
-0.1% -$4.66K 0.92% 25
2026
Q1 		$5.92M Buy
20,134
+185
+0.9% +$56.1K 0.91% 22
2025
Q4 		$6.43M Sell
19,949
-50
-0.3% -$15.5K 1.02% 19
2025
Q3 		$6.31M Buy
19,999
+524
+3% +$156K 1.11% 19
2025
Q2 		$5.65M Buy
19,475
+225
+1% +$57.4K 1.13% 21
2025
Q1 		$4.72M Sell
19,250
-459
-2% -$117K 1.02% 22
2024
Q4 		$4.72M Buy
19,709
+2,170
+12% +$505K 1% 23
2024
Q3 		$3.7M Sell
17,539
-416
-2% -$87.6K 0.84% 28
2024
Q2 		$3.63M Sell
17,955
-2,195
-11% -$429K 0.88% 26
2024
Q1 		$4.04M Sell
20,150
-4,619
-19% -$833K 0.99% 24
2023
Q4 		$4.21M Buy
+24,769
New +$3.75M 1.02% 23

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Tyche Wealth Partners's JPM Position: Q2 2026 in Review

Tyche Wealth Partners reduced its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, selling an estimated $4.66K and leaving 20,119 shares worth $6.59M. The position accounts for 0.92% of the portfolio, ranked #25.

Tyche Wealth Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tyche Wealth Partners held 20,119 shares of JPMorgan Chase worth $6.59M as of Q2 2026.
  • Tyche Wealth Partners sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.92% of Tyche Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Tyche Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.