Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,164,299
+$477,736 QoQ
Shares Held
9,667
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#2,523
of 5,058 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TKG Advisors, LLC holds $10,935,298 across 2 Banks - Diversified names. JPM ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
55,523 | $7,770,999 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
9,667 | $3,164,299 |
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,164,299 | 9,667 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,686,563 | 9,133 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,979,246 | 9,246 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,871,359 | 9,103 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,624,845 | 9,054 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,239,834 | 9,131 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,066,539 | 8,621 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,262,949 | 10,732 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,102,721 | 5,452 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,220,628 | 6,094 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,062,954 | 6,249 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,914,989 | 13,205 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $972,120 | 6,684 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,113,238 | 8,543 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||