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TKG Advisors, LLC → JPM-PM

TKG Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
8
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3M
Q4 2025$3M
Q1 2026$2.7M
Q1 2026$5.5M
Q2 2026$3.2M
Q2 2026$6.1M
Q3 2026$3.2M
Q3 2026$6.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.4M67.0K——
Q3 2026$3.2M9.8K——
Q2 2026$6.1M66.2K——
Q2 2026$3.2M9.7K——
Q1 2026$5.5M63.7K——
Q1 2026$2.7M9.1K——
Q4 2025$3M37.5K——
Q4 2025$3M9.2K——

Other funds holding JPM-PM

Other TKG Advisors, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$25.5M
SPY

STATE STR SPDR S&P 500 ETF T

$24.9M
SPY

SPDR S&P 500 ETF TR

$22M
SPY

STATE STR SPDR S&P 500 ETF T

$21M
STT-PG

SPDR SERIES TRUST

$20M
STT-PG

SPDR SERIES TRUST

$18.7M
VGES

VANGUARD INDEX FDS

$17.7M
VGES

VANGUARD INDEX FDS

$16.8M