INCEPTIONR LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1821561 Lafayette, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$306,053

-$763,135 QoQ

Shares Held

935

-74.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#4,663

of 5,058 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INCEPTIONR LLC holds $3,979,132 across 5 Banks - Diversified names. JPM ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	28,396	$1,618,004
2	BNY	Bank of New York Mellon Corp	7,481	$1,081,827
3	C	Citigroup Inc	4,638	$649,134
4	WFC	Wells Fargo & Company/Mn	3,922	$324,114
5	JPM	Jpmorgan Chase & Co This page	935	$306,053

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,053	935	-74.6%	Shares	Sole	2026-08-11
2025-06-30	$1,069,188	3,688	+94.3%	Shares	Sole	2025-08-12
2024-06-30	$383,889	1,898	-69.9%	Shares	Sole	2024-08-13
2024-03-31	$1,261,890	6,300	+35.4%	Shares	Sole	2024-05-09
2023-06-30	$676,877	4,654	+41.8%	Shares	Sole	2023-08-11
2022-12-31	$439,982	3,281	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.