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Teamwork Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Teamwork Financial Advisors’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 		$16.2M Sell
49,574
-1,705
-3% -$529K 1.47% 20
2026
Q1 		$15.1M Sell
51,279
-3,988
-7% -$1.21M 1.59% 17
2025
Q4 		$17.8M Buy
55,267
+1,984
+4% +$614K 1.8% 11
2025
Q3 		$16.8M Sell
53,283
-24,028
-31% -$7.15M 1.73% 15
2025
Q2 		$22.4M Sell
77,311
-28
-0% -$7.14K 2.6% 12
2025
Q1 		$19M Buy
77,339
+10,229
+15% +$2.61M 2.53% 13
2024
Q4 		$16.1M Buy
67,110
+2,254
+3% +$525K 2.09% 19
2024
Q3 		$13.7M Sell
64,856
-753
-1% -$159K 1.9% 23
2024
Q2 		$13.3M Buy
65,609
+14,870
+29% +$2.91M 1.97% 19
2024
Q1 		$10.2M Buy
50,739
+48,304
+1,984% +$8.72M 1.56% 23
2023
Q4 		$414K Sell
2,435
-115
-5% -$17.4K 0.07% 113
2023
Q3 		$370K Buy
2,550
+373
+17% +$55.9K 0.06% 145
2023
Q2 		$317K Sell
2,177
-4,995
-70% -$687K 0.05% 154
2023
Q1 		$935K Buy
7,172
+4,059
+130% +$556K 0.17% 86
2022
Q4 		$418K Sell
3,113
-6,914
-69% -$876K 0.08% 140
2022
Q3 		$1.05M Buy
10,027
+6,882
+219% +$790K 0.23% 68
2022
Q2 		$354K Sell
3,145
-2,585
-45% -$320K 0.08% 160
2022
Q1 		$781K Sell
5,730
-8,481
-60% -$1.25M 0.15% 125
2021
Q4 		$2.25M Buy
14,211
+1,794
+14% +$295K 0.41% 40
2021
Q3 		$2.03M Buy
12,417
+2,705
+28% +$424K 0.4% 44
2021
Q2 		$1.51M Buy
9,712
+6,763
+229% +$1.06M 0.31% 58
2021
Q1 		$449K Buy
2,949
+229
+8% +$32.9K 0.11% 151
2020
Q4 		$346K Sell
2,720
-384
-12% -$42.9K 0.08% 153
2020
Q3 		$299K Sell
3,104
-7,677
-71% -$754K 0.09% 142
2020
Q2 		$1.01M Sell
10,781
-8,117
-43% -$770K 0.36% 71
2020
Q1 		$1.7M Sell
18,898
-547
-3% -$66.5K 1.05% 21
2019
Q4 		$2.71M Buy
+19,445
New +$2.49M 1.62% 12

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Teamwork Financial Advisors's JPM Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, selling an estimated $529K and leaving 49,574 shares worth $16.2M. The position accounts for 1.47% of the portfolio, ranked #20.

Teamwork Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.4M in Q2 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Teamwork Financial Advisors held 49,574 shares of JPMorgan Chase worth $16.2M as of Q2 2026.
  • Teamwork Financial Advisors sold 1,705 JPMorgan Chase shares in Q2 2026, an estimated $529K.
  • JPMorgan Chase made up 1.47% of Teamwork Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Teamwork Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Teamwork Financial Advisors's JPMorgan Chase position peaked at $22.4M in Q2 2025.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.