Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,871,979
+$905,526 QoQ
Shares Held
14,884
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#2,125
of 5,056 holders
Holding Since
Dec 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, 2026Tempo Wealth, LLC holds $5,831,719 across 3 Banks - Diversified names. JPM ranks #1 (83.5% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,871,979 | 14,884 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,966,453 | 13,484 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,640,763 | 11,299 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||