TPG Financial Advisors’s JPMorgan Chase JPM Stock Holding History

TPG Financial 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	$312K	Sell	1,062 -142	-12%	-$43.1K	0.1%	61
2025 Q4	$388K	Buy	1,204 +104	+9%	+$32.2K	0.13%	54
2025 Q3	$347K	Hold	1,100	–	–	0.13%	53
2025 Q2	$319K	Sell	1,100 -1	-0.1%	-$255	0.13%	54
2025 Q1	$270K	Sell	1,101 -48	-4%	-$12.2K	0.12%	55
2024 Q4	$275K	Sell	1,149 -55	-5%	-$12.8K	0.12%	53
2024 Q3	$254K	Buy	1,204 +73	+6%	+$15.4K	0.11%	60
2024 Q2	$229K	Buy	+1,131	New	+$221K	0.11%	61
2020 Q1	–	Sell	-2,892	Closed	-$403K	–	48
2019 Q4	$403K	Buy	2,892 +788	+37%	+$101K	0.33%	38
2019 Q3	$248K	Buy	2,104 +90	+4%	+$10.2K	0.22%	42
2019 Q2	$227K	Buy	+2,014	New	+$222K	0.21%	38

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TPG Financial Advisors's JPM Position: Q1 2026 in Review

TPG Financial Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2026, selling an estimated $43.1K and leaving 1,062 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #61.

TPG Financial Advisors first reported a position in JPM in Q2 2019 and has held it in 11 quarters since. The position peaked at $403K in Q4 2019. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

TPG Financial Advisors held 1,062 shares of JPMorgan Chase worth $312K as of Q1 2026.
TPG Financial Advisors sold 142 JPMorgan Chase shares in Q1 2026, an estimated $43.1K.
JPMorgan Chase made up 0.1% of TPG Financial Advisors's portfolio in Q1 2026, its #61 holding.
TPG Financial Advisors first reported a position in JPMorgan Chase in Q2 2019 and has held it in 11 quarters since.
TPG Financial Advisors's JPMorgan Chase position peaked at $403K in Q4 2019.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.