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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
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 $6.73T 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

TKG Advisors's JPM Position: Q2 2026 in Review

TKG Advisors increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $166K and bringing the position to 9,667 shares worth $3.16M. The position accounts for 1.1% of the portfolio, ranked #28.

TKG Advisors first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TKG Advisors held 9,667 shares of JPMorgan Chase worth $3.16M as of Q2 2026.
  • TKG Advisors bought 534 JPMorgan Chase shares in Q2 2026, an estimated $166K.
  • JPMorgan Chase made up 1.1% of TKG Advisors's portfolio in Q2 2026, its #28 holding.
  • TKG Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.