Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$242,878
+$26,347 QoQ
Shares Held
742
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#4,811
of 5,058 holders
Holding Since
Sep 2025
3 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, 2026Tepp RIA, LLC holds $1,590,649 across 3 Banks - Diversified names. JPM ranks #3 (15.3% of the industry book) .
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,878 | 742 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $216,531 | 672 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $211,968 | 672 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||