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TKG Advisors’s JPMorgan Chase JPM Stock Holding History

TKG 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
Q1 		$2.69M Sell
9,133
-113
-1% -$34.3K 1.11% 30
2025
Q4 		$2.98M Buy
9,246
+143
+2% +$44.3K 1.2% 29
2025
Q3 		$2.87M Buy
9,103
+49
+0.5% +$14.6K 1.23% 28
2025
Q2 		$2.62M Sell
9,054
-77
-0.8% -$19.6K 1.18% 26
2025
Q1 		$2.24M Buy
9,131
+510
+6% +$130K 1.1% 34
2024
Q4 		$2.28M Sell
8,621
-2,111
-20% -$492K 1.05% 34
2024
Q3 		$2.26M Buy
10,732
+5,280
+97% +$1.11M 1.12% 30
2024
Q2 		$1.1M Sell
5,452
-642
-11% -$126K 0.6% 47
2024
Q1 		$1.22M Sell
6,094
-155
-2% -$28K 0.68% 40
2023
Q4 		$1.06M Sell
6,249
-6,956
-53% -$1.05M 0.63% 46
2023
Q3 		$1.91M Buy
13,205
+6,521
+98% +$978K 1.28% 30
2023
Q2 		$972K Sell
6,684
-1,859
-22% -$256K 0.63% 44
2023
Q1 		$1.11M Buy
+8,543
New +$1.17M 0.69% 37

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

TKG Advisors's JPM Position: Q1 2026 in Review

TKG Advisors reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $34.3K and leaving 9,133 shares worth $2.69M. The position accounts for 1.11% of the portfolio, ranked #30.

TKG Advisors first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.98M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TKG Advisors held 9,133 shares of JPMorgan Chase worth $2.69M as of Q1 2026.
  • TKG Advisors sold 113 JPMorgan Chase shares in Q1 2026, an estimated $34.3K.
  • JPMorgan Chase made up 1.11% of TKG Advisors's portfolio in Q1 2026, its #30 holding.
  • TKG Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • TKG Advisors's JPMorgan Chase position peaked at $2.98M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.