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JPMorgan Chase & Co. shares owned by TSG Advice Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TSG Advice Partners from 13F filings

Historical chart of TSG Advice Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by TSG Advice Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by TSG Advice Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 11k 294.16

More positions owned by TSG Advice Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPMD)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (SPHY)

View all positions for TSG Advice Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.