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TSA Wealth Managment LLC

SEC CIK
0001963669
Latest filing
Aug 3, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by TSA Wealth Managment 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)
848
Value
$277.6K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of JPM by TSA Wealth Managment LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026848$277.6K0.1%+32+3.9%AddedHolders
Q1 2026816$240.0K0.1%−42−4.9%ReducedHolders
Q4 2025858$276.5K0.1%+156+22.2%AddedHolders
Q3 2025702$221.4K0.1%+702NewHolders