TA
JPM icon

TFG Advisers’s JPMorgan Chase JPM Stock Holding History

TFG Advisers’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
2025
Q2 		$10.6M Buy
36,518
+84
+0.2% +$21.4K 3.63% 4
2025
Q1 		$8.94M Buy
36,434
+495
+1% +$126K 3.24% 3
2024
Q4 		$8.62M Buy
35,939
+170
+0.5% +$39.6K 3.1% 4
2024
Q3 		$7.54M Buy
35,769
+289
+0.8% +$60.9K 2.71% 5
2024
Q2 		$7.18M Sell
35,480
-753
-2% -$147K 2.78% 5
2024
Q1 		$7.26M Buy
36,233
+283
+0.8% +$51.1K 2.84% 3
2023
Q4 		$6.12M Buy
35,950
+711
+2% +$108K 2.57% 4
2023
Q3 		$5.11M Buy
35,239
+483
+1% +$72.4K 2.4% 5
2023
Q2 		$5.05M Buy
34,756
+496
+1% +$68.2K 2.3% 4
2023
Q1 		$4.46M Buy
34,260
+340
+1% +$46.6K 2.16% 4
2022
Q4 		$4.55M Sell
33,920
-147
-0.4% -$18.6K 2.33% 4
2022
Q3 		$3.56M Buy
34,067
+322
+1% +$37K 1.99% 8
2022
Q2 		$3.8M Buy
33,745
+929
+3% +$115K 2.02% 6
2022
Q1 		$4.47M Buy
32,816
+189
+0.6% +$27.9K 2.05% 7
2021
Q4 		$5.17M Sell
32,627
-412
-1% -$67.7K 2.25% 5
2021
Q3 		$5.41M Buy
33,039
+221
+0.7% +$34.6K 2.62% 5
2021
Q2 		$5.1M Buy
32,818
+91
+0.3% +$14.3K 2.46% 5
2021
Q1 		$4.98M Sell
32,727
-3,150
-9% -$453K 2.57% 5
2020
Q4 		$4.56M Sell
35,877
-2,713
-7% -$303K 2.39% 5
2020
Q3 		$3.71M Buy
38,590
+1,563
+4% +$153K 2.14% 7
2020
Q2 		$3.48M Buy
37,027
+2,553
+7% +$242K 2.26% 6
2020
Q1 		$3.1M Buy
34,474
+865
+3% +$105K 2.46% 6
2019
Q4 		$4.68M Buy
33,609
+539
+2% +$69.1K 2.64% 3
2019
Q3 		$3.89M Sell
33,070
-257
-0.8% -$29.1K 2.57% 4
2019
Q2 		$3.73M Buy
33,327
+476
+1% +$52.5K 2.54% 4
2019
Q1 		$3.33M Buy
32,851
+814
+3% +$83.9K 2.4% 4
2018
Q4 		$3.13M Buy
+32,037
New +$3.41M 2.62% 2

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFG Advisers's JPM Position: Q2 2025 in Review

TFG Advisers increased its JPMorgan Chase (JPM) stake by 0.23% in Q2 2025, buying an estimated $21.4K and bringing the position to 36,518 shares worth $10.6M. The position accounts for 3.63% of the portfolio, ranked #4.

TFG Advisers first reported a position in JPM in Q4 2018 and has held it in 27 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • TFG Advisers held 36,518 shares of JPMorgan Chase worth $10.6M as of Q2 2025.
  • TFG Advisers bought 84 JPMorgan Chase shares in Q2 2025, an estimated $21.4K.
  • JPMorgan Chase made up 3.63% of TFG Advisers's portfolio in Q2 2025, its #4 holding.
  • TFG Advisers first reported a position in JPMorgan Chase in Q4 2018 and has held it in 27 quarters since.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.