Tortuga Wealth Management, Inc

Position in JPM — Jpmorgan Chase & Co

CIK 2118051 TORRANCE, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,576,087

+$179,272 QoQ

Shares Held

7,870

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.72%

of 13F equity value

Holder Rank

#2,738

of 5,057 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Tortuga Wealth Management, Inc holds $4,952,838 across 3 Banks - Diversified names. JPM ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,870	$2,576,087
2	BAC	Bank Of America Corp /De/	31,990	$1,822,790
3	C	Citigroup Inc	3,958	$553,961

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,576,087	7,870	-3.4%	Shares	Sole	2026-07-31
2026-03-31	$2,396,815	8,148	+16.0%	Shares	Sole	2026-07-17
2025-12-31	$2,262,628	7,022	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.