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TFB Advisors’s JPMorgan Chase JPM Stock Holding History

TFB 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 		$1.17M Buy
3,565
+1,093
+44% +$339K 0.51% 48
2026
Q1 		$727K Sell
2,472
-1,251
-34% -$380K 0.38% 63
2025
Q4 		$1.2M Sell
3,723
-24
-0.6% -$7.43K 0.34% 66
2025
Q3 		$1.13M Sell
3,747
-2,815
-43% -$837K 0.33% 69
2025
Q2 		$1.9M Buy
6,562
+177
+3% +$45.2K 0.5% 43
2025
Q1 		$1.57M Buy
6,385
+106
+2% +$27K 0.45% 51
2024
Q4 		$1.51M Buy
6,279
+9
+0.1% +$2.1K 0.43% 51
2024
Q3 		$1.32M Sell
6,270
-244
-4% -$51.4K 0.39% 54
2024
Q2 		$1.32M Buy
6,514
+1,772
+37% +$346K 0.43% 52
2024
Q1 		$910K Buy
4,742
+2,814
+146% +$508K 0.33% 70
2023
Q4 		$328K Sell
1,928
-3,236
-63% -$490K 0.17% 116
2023
Q3 		$749K Sell
5,164
-901
-15% -$135K 0.91% 32
2023
Q2 		$882K Buy
6,065
+3,152
+108% +$434K 0.38% 65
2023
Q1 		$380K Buy
2,913
+158
+6% +$21.6K 0.29% 68
2022
Q4 		$369K Buy
+2,755
New +$349K 0.31% 65

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

TFB Advisors's JPM Position: Q2 2026 in Review

TFB Advisors increased its JPMorgan Chase (JPM) stake by 44% in Q2 2026, buying an estimated $339K and bringing the position to 3,565 shares worth $1.17M. The position accounts for 0.51% of the portfolio, ranked #48.

TFB Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q2 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TFB Advisors held 3,565 shares of JPMorgan Chase worth $1.17M as of Q2 2026.
  • TFB Advisors bought 1,093 JPMorgan Chase shares in Q2 2026, an estimated $339K.
  • JPMorgan Chase made up 0.51% of TFB Advisors's portfolio in Q2 2026, its #48 holding.
  • TFB Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • TFB Advisors's JPMorgan Chase position peaked at $1.9M in Q2 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.