JPM — JPMORGAN CHASE & CO

Ownership history in Teamwork Financial Advisors, LLC  ·  29 quarters on record

AI Ownership Summary

Teamwork Financial Advisors, LLC reported JPMORGAN CHASE & CO (JPM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.6% in 2025 Q2. The latest visible filing shows JPM at 1.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Teamwork Financial Advisors, LLC's position in JPMORGAN CHASE & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.6% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page Teamwork Financial Advisors, LLC fund profile Teamwork Financial Advisors, LLC full holdings
How Teamwork Financial Advisors, LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 55,267 +52,467 +1873.8% 1.80% $17.8M 2026-02-14 (Est.) $302.55
2025 Q4 REDUCED 2,800 -400 -12.5% 0.09% $902K 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 3,200 -50,083 -94.0% 0.10% $1.0M 2025-10-08 $302.66
2025 Q3 ADDED 53,283 +47,583 +834.8% 1.73% $16.8M 2025-10-08 $302.66
2025 Q2 REDUCED 5,700 -71,611 -92.6% 0.19% $1.7M 2025-07-07 $289.25
2025 Q2 REDUCED 77,311 -28 -0.0% 2.60% $22.4M 2025-07-07 $289.25
2025 Q1 ADDED 77,339 +77,309 +257696.7% 2.53% $19.0M 2025-04-10 $223.92
2024 Q4 REDUCED 30 -67,080 -100.0% 0.00% $3K 2025-01-17 $253.95
2024 Q4 ADDED 67,110 +2,254 +3.5% 2.09% $16.1M 2025-01-17 $253.95
2024 Q3 REDUCED 64,856 -753 -1.1% 1.90% $13.7M 2024-10-16 $218.02
2024 Q2 ADDED 65,609 +14,870 +29.3% 1.97% $13.3M 2024-08-06 $194.12
2024 Q1 ADDED 50,739 +48,304 +1983.7% 1.56% $10.2M 2024-04-19 $179.04
2023 Q4 REDUCED 2,435 -115 -4.5% 0.07% $414K 2024-01-19 $163.16
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Employees Provident Fund Board 3.61% Hamrick Investment Counsel, llc 1.51% DWR WEALTH MANAGEMENT, LLC 0.34% Financial Insights, Inc. 3Y 7Y 0.27% Signature Wealth Management Group 3Y 7Y 0.23%

FAQ About Teamwork Financial Advisors, LLC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Teamwork Financial Advisors, LLC reported owning JPM?

Teamwork Financial Advisors, LLC reported JPM across 13 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in Teamwork Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for JPM was 2.60% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Teamwork Financial Advisors, LLC reported 55,267 shares, equal to 1.80% of portfolio, with an estimated market value of $17.8M.

What does the chart on this JPM ownership page compare?

The chart compares Teamwork Financial Advisors, LLC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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