Peachtree Investment Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1743863 INDIAN RIVER SHORES,, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,238,575

+$692,927 QoQ

Shares Held

22,114

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.05%

of 13F equity value

Holder Rank

#1,747

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Peachtree Investment Partners, LLC holds $7,697,635 across 3 Banks - Diversified names. JPM ranks #1 (94.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	22,114	$7,238,575
2	C	Citigroup Inc	1,668	$233,453
3	WFC	Wells Fargo & Company/Mn	2,730	$225,607

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,238,575	22,114	-0.6%	Shares	Sole	2026-08-06
2026-03-31	$6,545,648	22,252	-3.2%	Shares	Sole	2026-05-08
2025-12-31	$7,406,548	22,986	+0.1%	Shares	Sole	2026-02-11
2025-09-30	$7,244,165	22,966	+2.9%	Shares	Sole	2025-10-31
2025-06-30	$6,471,660	22,323	+11.4%	Shares	Sole	2025-08-12
2025-03-31	$4,916,302	20,042	+2.4%	Shares	Sole	2025-05-12
2024-12-31	$4,693,042	19,578	-2.8%	Shares	Sole	2025-02-13
2024-09-30	$4,246,087	20,137	-1.7%	Shares	Sole	2024-11-12
2024-06-30	$4,142,284	20,480	+2.3%	Shares	Sole	2024-08-12
2024-03-31	$4,011,808	20,029	-9.5%	Shares	Sole	2024-05-10
2023-12-31	$3,763,462	22,125	+82.0%	Shares	Sole	2024-02-12
2023-09-30	$1,763,008	12,157	+3.2%	Shares	Sole	2023-11-13
2023-06-30	$1,713,137	11,779	+3.1%	Shares	Sole	2023-08-14
2023-03-31	$1,489,182	11,428	-37.7%	Shares	Sole	2023-05-15
2022-12-31	$2,459,930	18,344	-2.6%	Shares	Sole	2023-02-14
2022-09-30	$1,968,989	18,842	-8.6%	Shares	Sole	2022-11-08
2022-06-30	$2,321,342	20,614	-8.2%	Shares	Sole	2022-08-16
2022-03-31	$3,061,065	22,455	-0.3%	Shares	Sole	2022-06-08
2021-12-31	$3,565,883	22,519	+14.4%	Shares	Sole	2022-02-11
2021-09-30	$3,220,928	19,677	+6.0%	Shares	Sole	2021-11-08
2021-06-30	$2,887,600	18,565	-6.0%	Shares	Sole	2021-07-27
2021-03-31	$3,006,694	19,751	+23.3%	Shares	Sole	2021-05-05
2020-12-31	$2,034,898	16,014	+7.0%	Shares	Sole	2021-02-16
2020-09-30	$1,441,450	14,973	-23.7%	Shares	Sole	2020-11-03
2020-06-30	$1,845,457	19,620	-13.2%	Shares	Sole	2020-08-13
2020-03-31	$2,034,137	22,594	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.