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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
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 		$4.17K Buy
+29
New +$4.35K ﹤0.01% 149

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Team Financial Group's JPM Position: Q2 2026 in Review

Team Financial Group sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 149 shares — an estimated $43.9K sold.

Team Financial Group first reported a position in JPM in Q3 2023 and held it in 6 quarters. The position peaked at $47.8K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Team Financial Group reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 149 JPMorgan Chase shares in Q2 2026, an estimated $43.9K.
  • Team Financial Group first reported a position in JPMorgan Chase in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's JPMorgan Chase position peaked at $47.8K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.