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TCG Advisory Services, LLC

SEC CIK
0001841815
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by TCG Advisory Services, 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 2026 holdings

Shares (Q2 2026)
166,772
Value
$54.6M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of JPM by TCG Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026166,772$54.6M1.0%+8,333+5.3%AddedHolders
Q1 2026158,439$46.6M1.1%+1,989+1.3%AddedHolders
Q4 2025156,450$50.4M1.4%+2,412+1.6%AddedHolders
Q3 2025154,038$48.6M1.8%−196−0.1%ReducedHolders
Q2 2025154,234$44.7M1.6%−669−0.4%ReducedHolders
Q1 2025154,903$38.0M1.5%+13,370+9.4%AddedHolders
Q4 2024141,533$33.9M1.4%+8,811+6.6%AddedHolders
Q3 2024132,722$28.0M1.2%+2,703+2.1%AddedHolders
Q2 2024130,019$26.3M1.3%+4,857+3.9%AddedHolders
Q1 2024125,162$25.1M1.4%+18,725+17.6%AddedHolders
Q4 2023106,437$18.1M1.3%+77,506+267.9%AddedHolders
Q3 202328,931$4.20M0.7%+3,657+14.5%AddedHolders
Q2 202325,274$3.68M0.6%+2,175+9.4%AddedHolders
Q1 202323,099$3.01M0.6%+1,901+9.0%AddedHolders
Q4 202221,198$2.84M1.1%+777+3.8%AddedHolders
Q3 202220,421$2.13M0.6%+479+2.4%AddedHolders
Q2 202219,942$2.25M0.7%+1,921+10.7%AddedHolders
Q1 202218,021$2.46M0.7%−1,909−9.6%ReducedHolders
Q4 202119,930$3.16M0.7%−3,274−14.1%ReducedHolders
Q3 202123,204$3.80M1.0%+101+0.4%AddedHolders
Q2 202123,103$3.59M1.0%−2,397−9.4%ReducedHolders
Q1 202125,500$3.88M1.2%––Holders

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