TCFG Wealth Management’s JPMorgan Chase JPM Stock Holding History

TCFG Wealth 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	$998K	Buy	3,393 +54	+2%	+$16.4K	0.37%	63
2025 Q4	$1.08M	Buy	3,339 +43	+1%	+$13.3K	0.42%	58
2025 Q3	$1.04M	Sell	3,296 -186	-5%	-$55.3K	0.41%	63
2025 Q2	$1.01M	Sell	3,482 -93	-3%	-$23.7K	0.46%	53
2025 Q1	$877K	Sell	3,575 -25	-0.7%	-$6.37K	0.44%	63
2024 Q4	$863K	Sell	3,600 -134	-4%	-$31.2K	0.43%	69
2024 Q3	$787K	Buy	+3,734	New	+$787K	0.4%	71

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

TCFG Wealth Management's JPM Position: Q1 2026 in Review

TCFG Wealth Management increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, buying an estimated $16.4K and bringing the position to 3,393 shares worth $998K. The position accounts for 0.37% of the portfolio, ranked #63.

TCFG Wealth Management first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

TCFG Wealth Management held 3,393 shares of JPMorgan Chase worth $998K as of Q1 2026.
TCFG Wealth Management bought 54 JPMorgan Chase shares in Q1 2026, an estimated $16.4K.
JPMorgan Chase made up 0.37% of TCFG Wealth Management's portfolio in Q1 2026, its #63 holding.
TCFG Wealth Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's JPMorgan Chase position peaked at $1.08M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.