Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,458,582
+$86,914 QoQ
Shares Held
4,456
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#3,271
of 5,058 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Tevis Investment Management holds $2,869,938 across 2 Banks - Diversified names. JPM ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,456 | $1,458,582 | |
| 2 | C |
Citigroup Inc
|
10,084 | $1,411,356 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,458,582 | 4,456 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,371,668 | 4,663 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,365,568 | 4,238 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,336,792 | 4,238 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,218,781 | 4,204 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,033,448 | 4,213 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,009,898 | 4,213 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $979,655 | 4,646 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $920,283 | 4,550 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $877,314 | 4,380 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $644,338 | 3,788 | Shares | Sole | 2024-01-19 | |
| 2022-09-30 | $113,069 | 1,082 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $104,382 | 927 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $109,597 | 804 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $80,121 | 506 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||