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TFG Advisers LLC

SEC CIK
0001806473
Latest filing
Jul 21, 2025

JPM holding history

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

JPM overviewAll 13F holders of JPMFull Q2 2025 holdings

Shares (Q2 2025)
36,518
Value
$10.6M
% of portfolio
3.6%
Quarters held
18
Since Q1 2021
Holdings of JPM by TFG Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202536,518$10.6M3.6%+84+0.2%AddedHolders
Q1 202536,434$8.94M3.2%+495+1.4%AddedHolders
Q4 202435,939$8.62M3.1%+170+0.5%AddedHolders
Q3 202435,769$7.54M2.7%+289+0.8%AddedHolders
Q2 202435,480$7.18M2.8%−753−2.1%ReducedHolders
Q1 202436,233$7.26M2.8%+283+0.8%AddedHolders
Q4 202335,950$6.12M2.6%+711+2.0%AddedHolders
Q3 202335,239$5.11M2.4%+483+1.4%AddedHolders
Q2 202334,756$5.05M2.3%+496+1.4%AddedHolders
Q1 202334,260$4.46M2.2%+340+1.0%AddedHolders
Q4 202233,920$4.55M2.3%−147−0.4%ReducedHolders
Q3 202234,067$3.56M2.0%+322+1.0%AddedHolders
Q2 202233,745$3.80M2.0%+929+2.8%AddedHolders
Q1 202232,816$4.47M2.1%+189+0.6%AddedHolders
Q4 202132,627$5.17M2.3%−412−1.2%ReducedHolders
Q3 202133,039$5.41M2.6%+221+0.7%AddedHolders
Q2 202132,818$5.10M2.5%+91+0.3%AddedHolders
Q1 202132,727$4.98M2.6%––Holders

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