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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tepp RIA's JPM Position: Q1 2026 in Review

Tepp RIA sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 672 shares — an estimated $217K sold.

Tepp RIA first reported a position in JPM in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Tepp RIA reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Tepp RIA sold 672 JPMorgan Chase shares in Q1 2026, an estimated $217K.
Tepp RIA first reported a position in JPMorgan Chase in Q3 2025 and held it in 2 quarters.
Tepp RIA's JPMorgan Chase position peaked at $217K in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.