Tanager Wealth Management LLP

Position in JPM — Jpmorgan Chase & Co

CIK 1892929 Goring On Thames, X0

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,271,677

+$180,932 QoQ

Shares Held

3,885

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#3,401

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tanager Wealth Management LLP holds $1,748,936 across 3 Banks - Diversified names. JPM ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,885	$1,271,677
2	CM	Canadian Imperial Bank Of Commerce /Can/	2,296	$264,040
3	BAC	Bank Of America Corp /De/	3,742	$213,219

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,271,677	3,885	+4.8%	Shares	Sole	2026-07-23
2026-03-31	$1,090,745	3,708	-4.5%	Shares	Sole	2026-04-20
2025-12-31	$1,251,180	3,883	+6.9%	Shares	Sole	2026-01-26
2025-09-30	$1,145,641	3,632	+5.2%	Shares	Sole	2025-10-24
2025-06-30	$1,000,479	3,451	-9.4%	Shares	Sole	2025-07-18
2025-03-31	$934,593	3,810	-27.3%	Shares	Sole	2025-04-24
2024-12-31	$1,257,039	5,244	+42.5%	Shares	Sole	2025-01-27
2024-09-30	$775,964	3,680	-0.5%	Shares	Sole	2024-10-22
2024-06-30	$747,755	3,697	-56.6%	Shares	Sole	2024-07-25
2024-03-31	$1,704,753	8,511	+94.0%	Shares	Sole	2024-05-01
2023-12-31	$746,398	4,388	-1.2%	Shares	Sole	2024-01-31
2023-09-30	$644,033	4,441	+1.9%	Shares	Sole	2023-11-08
2023-06-30	$633,972	4,359	+9.7%	Shares	Sole	2023-08-03
2023-03-31	$517,591	3,972	-25.6%	Shares	Sole	2023-04-18
2022-12-31	$716,362	5,342	+167.1%	Shares	Sole	2023-01-27
2022-09-30	$209,000	2,000	0.0%	Shares	Sole	2022-10-26
2022-06-30	$225,220	2,000	0.0%	Shares	Sole	2022-08-02
2022-03-31	$272,640	2,000	0.0%	Shares	Sole	2022-05-16
2021-12-31	$316,700	2,000	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.