Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,394,425
+$139,833 QoQ
Shares Held
4,260
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#3,304
of 5,058 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Tripletail Wealth Management, LLC holds $1,944,993 across 3 Banks - Diversified names. JPM ranks #1 (71.7% of the industry book) .
All Filings in JPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,425 | 4,260 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,254,592 | 4,265 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,392,312 | 4,321 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,301,779 | 4,127 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,081,654 | 3,731 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||