Teamwork Financial Advisors, LLC

SEC CIK: 0001629931
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Teamwork Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 49,574
Value: $16.2M
% of portfolio: 1.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Teamwork Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49,574	$16.2M	1.5%	−1,705−3.3%	Reduced	Holders
Q1 2026	51,279	$15.1M	1.7%	−3,988−7.2%	Reduced	Holders
Q4 2025	55,267	$17.8M	1.9%	+1,984+3.7%	Added	Holders
Q3 2025	53,283	$16.8M	1.8%	−24,028−31.1%	Reduced	Holders
Q2 2025	77,311	$22.4M	2.8%	−280.0%	Reduced	Holders
Q1 2025	77,339	$19.0M	2.6%	+10,229+15.2%	Added	Holders
Q4 2024	67,110	$16.1M	2.1%	+2,254+3.5%	Added	Holders
Q3 2024	64,856	$13.7M	1.9%	−753−1.1%	Reduced	Holders
Q2 2024	65,609	$13.3M	2.0%	+14,870+29.3%	Added	Holders
Q1 2024	50,739	$10.2M	1.6%	+48,304+1,983.7%	Added	Holders
Q4 2023	2,435	$414.3K	0.1%	−115−4.5%	Reduced	Holders
Q3 2023	2,550	$369.8K	0.1%	+373+17.1%	Added	Holders
Q2 2023	2,177	$316.7K	0.1%	−4,995−69.6%	Reduced	Holders
Q1 2023	7,172	$934.6K	0.2%	+4,059+130.4%	Added	Holders
Q4 2022	3,113	$417.5K	0.1%	−6,914−69.0%	Reduced	Holders
Q3 2022	10,027	$1.05M	0.2%	+6,882+218.8%	Added	Holders
Q2 2022	3,145	$354.0K	0.1%	−2,585−45.1%	Reduced	Holders
Q1 2022	5,730	$781.0K	0.1%	−8,481−59.7%	Reduced	Holders
Q4 2021	14,211	$2.25M	0.4%	+1,794+14.4%	Added	Holders
Q3 2021	12,417	$2.03M	0.4%	+2,705+27.9%	Added	Holders
Q2 2021	9,712	$1.51M	0.3%	+6,763+229.3%	Added	Holders
Q1 2021	2,949	$449.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.