Position in JPM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$120,899
-$11,855 QoQ
Shares Held
411
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 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 Mar 31, 2026Red Tortoise LLC holds $253,293 across 6 Banks - Diversified names. JPM ranks #1 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
411 | $120,899 | |
| 2 | BAC |
Bank Of America Corp /De/
|
830 | $40,461 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
336 | $26,748 | |
| 4 | C |
Citigroup Inc
|
233 | $26,424 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
167 | $19,811 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $18,950 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,899 | 411 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $132,754 | 412 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $129,957 | 412 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $119,442 | 412 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $100,817 | 411 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $98,519 | 411 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $86,663 | 411 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $82,925 | 410 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $82,122 | 410 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $58,174 | 342 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $49,596 | 342 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $49,740 | 342 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $39,614 | 304 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $74,291 | 554 | Shares | Sole | 2023-02-01 | |
| 2021-09-30 | $49,761 | 304 | Shares | Other | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||