Skip to main content

Tilson Financial Group, Inc.

SEC CIK
0001964820
Latest filing
Jul 27, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Tilson Financial Group, Inc., 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)
3,570
Value
$1.17M
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of JPM by Tilson Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,570$1.17M0.3%+3+0.1%AddedHolders
Q1 20263,567$1.05M0.3%+3+0.1%AddedHolders
Q4 20253,564$1.15M0.4%+189+5.6%AddedHolders
Q3 20253,375$1.06M0.3%+2,181+182.7%AddedHolders
Q2 20251,194$346.0K0.1%+4+0.3%AddedHolders
Q1 20251,190$292.0K0.1%−97−7.5%ReducedHolders
Q4 20241,287$309.0K0.1%+33+2.6%AddedHolders
Q3 20241,254$264.0K0.1%−29−2.3%ReducedHolders
Q2 20241,283$259.0K0.3%−1−0.1%ReducedHolders
Q1 20241,284$257.0K0.1%−27−2.1%ReducedHolders
Q4 20231,311$223.0K0.1%+1,311NewHolders