TS Financial Group (TSFG)’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.31M Buy
3,995
+26
+0.7% +$8.07K 0.16% 71
2026
Q1
$1.17M Sell
3,969
-104
-3% -$31.6K 0.18% 73
2025
Q4
$1.31M Buy
4,073
+3
+0.1% +$929 0.2% 69
2025
Q3
$1.28M Buy
4,070
+106
+3% +$31.5K 0.2% 72
2025
Q2
$1.15M Buy
3,964
+69
+2% +$17.6K 0.21% 76
2025
Q1
$956K Buy
3,895
+259
+7% +$66K 0.2% 77
2024
Q4
$872K Sell
3,636
-232
-6% -$54K 0.18% 77
2024
Q3
$816K Sell
3,868
-31
-0.8% -$6.53K 0.18% 73
2024
Q2
$789K Buy
3,899
+75
+2% +$14.7K 0.18% 75
2024
Q1
$766K Buy
3,824
+172
+5% +$31K 0.19% 76
2023
Q4
$621K Buy
3,652
+309
+9% +$46.8K 0.2% 64
2023
Q3
$485K Buy
3,343
+1,001
+43% +$150K 0.17% 83
2023
Q2
$341K Sell
2,342
-207
-8% -$28.5K 0.13% 99
2023
Q1
$332K Buy
2,549
+1
+0% +$137 0.12% 96
2022
Q4
$342K Buy
2,548
+1
+0% +$127 0.14% 92
2022
Q3
$266K Buy
2,547
+2
+0.1% +$230 0.12% 85
2022
Q2
$287K Buy
2,545
+1
+0% +$124 0.12% 85
2022
Q1
$347K Sell
2,544
-8
-0.3% -$1.18K 0.13% 80
2021
Q4
$404K Buy
2,552
+15
+0.6% +$2.46K 0.14% 76
2021
Q3
$415K Buy
2,537
+1
+0% +$157 0.16% 75
2021
Q2
$395K Buy
2,536
+122
+5% +$19.2K 0.16% 79
2021
Q1
$368K Sell
2,414
-131
-5% -$18.8K 0.19% 63
2020
Q4
$323K Buy
2,545
+6
+0.2% +$671 0.17% 71
2020
Q3
$244K Sell
2,539
-204
-7% -$20K 0.15% 82
2020
Q2
$258K Buy
2,743
+242
+10% +$23K 0.17% 76
2020
Q1
$225K Sell
2,501
-122
-5% -$14.8K 0.2% 74
2019
Q4
$366K Buy
2,623
+100
+4% +$12.8K 0.27% 55
2019
Q3
$297K Buy
2,523
+325
+15% +$36.8K 0.23% 63
2019
Q2
$246K Buy
2,198
+1
+0% +$110 0.2% 73
2019
Q1
$222K Buy
+2,197
New +$226K 0.19% 75

Other funds holding JPM

TS Financial Group (TSFG)'s JPM Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its JPMorgan Chase (JPM) stake by 0.66% in Q2 2026, buying an estimated $8.07K and bringing the position to 3,995 shares worth $1.31M. The position accounts for 0.16% of the portfolio, ranked #71.

TS Financial Group (TSFG) first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.31M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TS Financial Group (TSFG) held 3,995 shares of JPMorgan Chase worth $1.31M as of Q2 2026.
  • TS Financial Group (TSFG) bought 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
  • JPMorgan Chase made up 0.16% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #71 holding.
  • TS Financial Group (TSFG) first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s JPMorgan Chase position peaked at $1.31M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.