TPG Advisors’s JPMorgan Chase JPM Stock Holding History

TPG 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	$1.45M	Buy	4,443 +3	+0.1%	+$932	0.8%	29
2026 Q1	$1.31M	Buy	4,440 +3	+0.1%	+$910	0.81%	29
2025 Q4	$1.43M	Buy	4,437 +3	+0.1%	+$929	0.89%	29
2025 Q3	$1.4M	Buy	4,434 +3	+0.1%	+$892	0.92%	30
2025 Q2	$1.28M	Buy	4,431 +3	+0.1%	+$766	0.93%	27
2025 Q1	$1.09M	Buy	4,428 +3	+0.1%	+$765	0.86%	30
2024 Q4	$1.06M	Buy	4,425 +4	+0.1%	+$932	0.83%	32
2024 Q3	$932K	Buy	4,421 +4	+0.1%	+$843	0.73%	34
2024 Q2	$893K	Buy	+4,417	New	+$864K	0.76%	33

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TPG Advisors's JPM Position: Q2 2026 in Review

TPG Advisors increased its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, buying an estimated $932 and bringing the position to 4,443 shares worth $1.45M. The position accounts for 0.8% of the portfolio, ranked #29.

TPG Advisors first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

TPG Advisors held 4,443 shares of JPMorgan Chase worth $1.45M as of Q2 2026.
TPG Advisors bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.8% of TPG Advisors's portfolio in Q2 2026, its #29 holding.
TPG Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TPG Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.