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TSG Advice Partners’s JPMorgan Chase JPM Stock Holding History

TSG Advice Partners’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 		$3.11M Buy
10,563
+203
+2% +$61.6K 0.47% 28
2025
Q4 		$3.34M Buy
+10,360
New +$3.21M 0.51% 16

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TSG Advice Partners's JPM Position: Q1 2026 in Review

TSG Advice Partners increased its JPMorgan Chase (JPM) stake by 2% in Q1 2026, buying an estimated $61.6K and bringing the position to 10,563 shares worth $3.11M. The position accounts for 0.47% of the portfolio, ranked #28.

TSG Advice Partners first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.34M in Q4 2025. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TSG Advice Partners held 10,563 shares of JPMorgan Chase worth $3.11M as of Q1 2026.
  • TSG Advice Partners bought 203 JPMorgan Chase shares in Q1 2026, an estimated $61.6K.
  • JPMorgan Chase made up 0.47% of TSG Advice Partners's portfolio in Q1 2026, its #28 holding.
  • TSG Advice Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's JPMorgan Chase position peaked at $3.34M in Q4 2025.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.