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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
Q3 		$246K Buy
743
+1
+0.1% +$350 0.17% 46
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Tepp RIA's JPM Position: Q3 2026 in Review

Tepp RIA increased its JPMorgan Chase (JPM) stake by 0.13% in Q3 2026, buying an estimated $350 and bringing the position to 743 shares worth $246K. The position accounts for 0.17% of the portfolio, ranked #46.

Tepp RIA first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Tepp RIA held 743 shares of JPMorgan Chase worth $246K as of Q3 2026.
  • Tepp RIA bought 1 JPMorgan Chase share in Q3 2026, an estimated $350.
  • JPMorgan Chase made up 0.17% of Tepp RIA's portfolio in Q3 2026, its #46 holding.
  • Tepp RIA first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.