Tepp RIA’s JPMorgan Chase JPM Stock Holding History

Tepp RIA’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Buy	+742	New	+$230K	0.16%	42
2026 Q1	–	Sell	-672	Closed	-$217K	–	44
2025 Q4	$217K	Hold	672	–	–	0.21%	37
2025 Q3	$212K	Buy	+672	New	+$200K	0.24%	36

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tepp RIA's JPM Position: Q2 2026 in Review

Tepp RIA opened a new position in JPMorgan Chase (JPM) in Q2 2026: 742 shares worth $243K. The stake represents 0.16% of the portfolio and ranks #42 among its holdings. This is a return to the name: Tepp RIA previously reported a position in JPM as recently as Q4 2025.

Tepp RIA first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tepp RIA held 742 shares of JPMorgan Chase worth $243K as of Q2 2026.
JPMorgan Chase was a new Tepp RIA position in Q2 2026.
JPMorgan Chase made up 0.16% of Tepp RIA's portfolio in Q2 2026, its #42 holding.
Tepp RIA first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.