TKG Advisors
JPM icon

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
Q3 		$3.25M Buy
9,815
+148
+2% +$51.8K 1.11% 30
2026
Q2 		$3.16M Buy
9,667
+534
+6% +$166K 1.1% 28
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TKG Advisors's JPM Position: Q3 2026 in Review

TKG Advisors increased its JPMorgan Chase (JPM) stake by 1.5% in Q3 2026, buying an estimated $51.8K and bringing the position to 9,815 shares worth $3.25M. 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 15 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • TKG Advisors held 9,815 shares of JPMorgan Chase worth $3.25M as of Q3 2026.
  • TKG Advisors bought 148 JPMorgan Chase shares in Q3 2026, an estimated $51.8K.
  • JPMorgan Chase made up 1.11% of TKG Advisors's portfolio in Q3 2026, its #30 holding.
  • TKG Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 15 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on TKG Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.