TFM
JPM icon

TFC Financial Management’s JPMorgan Chase JPM Stock Holding History

TFC Financial 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
Q2 		$2.36M Buy
7,198
+426
+6% +$132K 0.26% 34
2026
Q1 		$1.99M Buy
6,772
+150
+2% +$45.5K 0.25% 37
2025
Q4 		$2.13M Sell
6,622
-300
-4% -$92.9K 0.27% 31
2025
Q3 		$2.18M Buy
6,922
+300
+5% +$89.2K 0.28% 32
2025
Q2 		$1.92M Sell
6,622
-2
-0% -$510 0.26% 30
2025
Q1 		$1.62M Sell
6,624
-79
-1% -$20.1K 0.25% 31
2024
Q4 		$1.61M Buy
6,703
+2,133
+47% +$497K 0.25% 32
2024
Q3 		$964K Buy
4,570
+136
+3% +$28.6K 0.15% 45
2024
Q2 		$897K Sell
4,434
-445
-9% -$87K 0.16% 47
2024
Q1 		$977K Sell
4,879
-1,018
-17% -$184K 0.17% 44
2023
Q4 		$1M Sell
5,897
-521
-8% -$79K 0.2% 41
2023
Q3 		$931K Sell
6,418
-14
-0.2% -$2.1K 0.22% 38
2023
Q2 		$935K Buy
6,432
+117
+2% +$16.1K 0.23% 37
2023
Q1 		$823K Buy
6,315
+1,066
+20% +$146K 0.21% 36
2022
Q4 		$704K Sell
5,249
-801
-13% -$101K 0.2% 37
2022
Q3 		$632K Buy
6,050
+1,050
+21% +$120K 0.2% 34
2022
Q2 		$563K Buy
5,000
+541
+12% +$67K 0.17% 46
2022
Q1 		$608K Sell
4,459
-625
-12% -$92.3K 0.17% 43
2021
Q4 		$805K Sell
5,084
-1,582
-24% -$260K 0.24% 35
2021
Q3 		$1.09M Buy
6,666
+966
+17% +$151K 0.36% 25
2021
Q2 		$887K Sell
5,700
-166
-3% -$26.1K 0.3% 26
2021
Q1 		$893K Sell
5,866
-446
-7% -$64.2K 0.35% 24
2020
Q4 		$802K Buy
6,312
+1
+0% +$112 0.34% 25
2020
Q3 		$608K Buy
+6,311
New +$620K 0.3% 26

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

TFC Financial Management's JPM Position: Q2 2026 in Review

TFC Financial Management increased its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, buying an estimated $132K and bringing the position to 7,198 shares worth $2.36M. The position accounts for 0.26% of the portfolio, ranked #34.

TFC Financial Management first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. 2,735 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TFC Financial Management held 7,198 shares of JPMorgan Chase worth $2.36M as of Q2 2026.
  • TFC Financial Management bought 426 JPMorgan Chase shares in Q2 2026, an estimated $132K.
  • JPMorgan Chase made up 0.26% of TFC Financial Management's portfolio in Q2 2026, its #34 holding.
  • TFC Financial Management first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • 2,735 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.