Tarbox Family Office, Inc.
Family OfficePosition in JPM — Jpmorgan Chase & Co
CIK 1599603
NEWPORT BEACH, CA
Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$481,502
+$48,793 QoQ
Shares Held
1,471
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#4,317
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Tarbox Family Office, Inc. holds $1,699,250 across 3 Banks - Diversified names. JPM ranks #3 (28.3% of the industry book) .
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,502 | 1,471 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $432,709 | 1,471 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $803,938 | 2,495 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $824,534 | 2,614 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $760,433 | 2,623 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $643,667 | 2,624 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $629,478 | 2,626 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $553,718 | 2,626 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $389,552 | 1,926 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $385,777 | 1,926 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $288,659 | 1,697 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $337,316 | 2,326 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $338,293 | 2,326 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $303,101 | 2,326 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $312,453 | 2,330 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $579,603 | 5,147 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $231,880 | 1,701 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,154,213 | 7,289 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $1,878,670 | 11,477 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,872,701 | 12,040 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,114,780 | 7,323 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $930,533 | 7,323 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $705,177 | 7,325 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $705,638 | 7,502 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $681,437 | 7,569 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||