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 Q2	$348K	Hold	1,062	–	–	0.1%	62
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TPG Financial Advisors's JPM Position: Q2 2026 in Review

TPG Financial Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,062 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #62.

TPG Financial Advisors first reported a position in JPM in Q2 2019 and has held it in 12 quarters since. The position peaked at $403K in Q4 2019. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

TPG Financial Advisors held 1,062 shares of JPMorgan Chase worth $348K as of Q2 2026.
TPG Financial Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.1% of TPG Financial Advisors's portfolio in Q2 2026, its #62 holding.
TPG Financial Advisors first reported a position in JPMorgan Chase in Q2 2019 and has held it in 12 quarters since.
TPG Financial Advisors's JPMorgan Chase position peaked at $403K in Q4 2019.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.