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Livermore
Livermore
ZHEN

Intrepid Financial Planning Group LLC

SEC CIK
0001641296
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Intrepid Financial Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
17,651
Value
$5.78M
% of portfolio
2.0%
Quarters held
17
Since Q2 2022
Holdings of JPM by Intrepid Financial Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,651$5.78M2.0%−54−0.3%ReducedHolders
Q1 202617,705$5.21M2.1%−4,488−20.2%ReducedHolders
Q4 202522,193$7.15M2.7%−70.0%ReducedHolders
Q3 202522,200$7.00M2.7%−151−0.7%ReducedHolders
Q2 202522,351$6.48M2.7%+82+0.4%AddedHolders
Q1 202522,269$5.46M2.5%+10.0%AddedHolders
Q4 202422,268$5.34M2.3%+98+0.4%AddedHolders
Q3 202422,170$4.67M2.0%−131−0.6%ReducedHolders
Q2 202422,301$4.51M1.9%+205+0.9%AddedHolders
Q1 202422,096$4.43M1.9%+15+0.1%AddedHolders
Q4 202322,081$3.76M1.8%00.0%UnchangedHolders
Q3 202322,081$3.20M1.7%00.0%UnchangedHolders
Q2 202322,081$3.21M1.5%+50+0.2%AddedHolders
Q1 202322,031$2.87M1.4%−40−0.2%ReducedHolders
Q4 202222,071$2.96M1.6%−85−0.4%ReducedHolders
Q3 202222,156$2.31M1.3%+94+0.4%AddedHolders
Q2 202222,062$2.48M1.4%–No prior filingHolders