Skip to content
Disclosery

TFG Advisers LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFG Advisers LLC on JPM, newest first. How the timeline and the estimate are built.

TFG Advisers LLC held 36,518 JPM shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 36,518 shares
    Change vs previous 13F +84 shares

    3.63% of the 13F portfolio, value $10,587,075.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 36,434 shares
    Change vs previous 13F +495 shares

    3.24% of the 13F portfolio, value $8,937,208.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 35,939 shares
    Change vs previous 13F +170 shares

    3.1% of the 13F portfolio, value $8,615,009.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 35,769 shares
    Change vs previous 13F +289 shares

    2.71% of the 13F portfolio, value $7,542,330.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 35,480 shares
    Change vs previous 13F -753 shares

    2.78% of the 13F portfolio, value $7,176,277.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 36,233 shares
    Change vs previous 13F +283 shares

    2.84% of the 13F portfolio, value $7,257,498.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 35,950 shares
    Change vs previous 13F +711 shares

    2.57% of the 13F portfolio, value $6,115,144.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 35,239 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $5,110,346.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).