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Team Financial Group’s JPMorgan Chase JPM Stock Holding History

Team Financial Group’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
Q3 		$49.8K Buy
+150
New +$52.5K 0.02% 125
2026
Q2 		– Sell
-149
Closed -$43.9K – 163
2026
Q1 		$43.9K Buy
149
+1
+0.7% +$303 0.02% 126
2025
Q4 		$47.8K Hold
148
– – 0.02% 107
2025
Q3 		$46.6K Buy
148
+27
+22% +$8.03K 0.02% 102
2025
Q2 		$35.1K Buy
+121
New +$30.9K 0.02% 107
2024
Q1 		– Sell
-29
Closed -$4.93K – 125
2023
Q4 		$4.93K Hold
29
– – ﹤0.01% 144
2023
Q3 		$4.18K Buy
+29
New +$4.35K ﹤0.01% 149

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Team Financial Group's JPM Position: Q3 2026 in Review

Team Financial Group opened a new position in JPMorgan Chase (JPM) in Q3 2026: 150 shares worth $49.8K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings. This is a return to the name: Team Financial Group previously reported a position in JPM as recently as Q1 2026.

Team Financial Group first reported a position in JPM in Q3 2023 and has held it in 7 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Team Financial Group held 150 shares of JPMorgan Chase worth $49.8K as of Q3 2026.
  • JPMorgan Chase was a new Team Financial Group position in Q3 2026.
  • JPMorgan Chase made up 0.02% of Team Financial Group's portfolio in Q3 2026, its #125 holding.
  • Team Financial Group first reported a position in JPMorgan Chase in Q3 2023 and has held it in 7 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.