SEC 13F Intelligence

Tfg Advisers LLC / JPM

Tfg Advisers LLC’s Jpmorgan Chase & Co Position

Does Tfg Advisers LLC own Jpmorgan Chase & Co (JPM)? Yes36.5K shares worth $11M (+3.63% of its 13F portfolio) as of Q2 2025, up from 36.4K shares the prior filed quarter.

Position Value
$11M
Q2 2025
Shares
36.5K
% of Portfolio
+3.63%
Quarters Held
22
currently held

Position History JPM

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $3MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ3 ’21Q4 ’21: $5MQ1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $5MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $8MQ3 ’24Q4 ’24: $9MQ1 ’25: $9MQ2 ’25: $11MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202536.5K$11M+3.63%
Q1 202536.4K$9M+3.24%
Q4 202435.9K$9M+3.10%
Q3 202435.8K$8M+2.71%
Q2 202435.5K$7M+2.78%
Q1 202436.2K$7M+2.84%
Q4 202336.0K$6M+2.57%
Q3 202335.2K$5M+2.40%
Q2 202334.8K$5M+2.30%
Q1 202334.3K$4M+2.16%
Q4 202233.9K$5M+2.33%
Q3 202234.1K$4M+1.99%
Q2 202233.7K$4M+2.02%
Q1 202232.8K$4M+2.05%
Q4 202132.6K$5M+2.25%
Q3 202133.0K$5M+2.62%
Q2 202132.8K$5M+2.46%
Q1 202132.7K$5M+2.57%
Q4 202035.9K$5M+2.39%
Q3 202038.6K$4M+2.14%
Q2 202037.0K$3M+2.26%
Q1 202033.1K$4M+2.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tfg Advisers LLC’s full portfolio or all institutional holders of JPM.