JPMorgan Chase & Co. shares owned by TPG Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TPG Financial Advisors
from 13F filings
Historical chart of TPG Financial Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by TPG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by TPG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 1.1k | 315.43 |
| 2025-06-30 | $319k | 1.1k | 289.91 |
| 2025-03-31 | $270k | 1.1k | 245.30 |
| 2024-12-31 | $275k | 1.1k | 239.71 |
| 2024-09-30 | $254k | 1.2k | 210.86 |
| 2024-06-30 | $229k | 1.1k | 202.26 |
| 2022-06-30 | $602k | 5.3k | 112.61 |
| 2022-03-31 | $649k | 4.8k | 136.34 |
| 2021-12-31 | $650k | 4.1k | 158.30 |
| 2021-09-30 | $555k | 3.4k | 163.72 |
| 2021-06-30 | $454k | 2.9k | 155.53 |
| 2021-03-31 | $422k | 2.8k | 152.29 |
| 2020-12-31 | $248k | 2.0k | 127.05 |
| 2019-12-31 | $403k | 2.9k | 139.35 |
| 2019-09-30 | $248k | 2.1k | 117.87 |
| 2019-06-30 | $227k | 2.0k | 112.71 |