Skip to main content

Talbot Financial, LLC

SEC CIK
0001966180
Latest filing
Jul 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Talbot Financial, 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)
112,910
Value
$37.0M
% of portfolio
2.7%
Quarters held
15
Since Q4 2022
Holdings of JPM by Talbot Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026112,910$37.0M2.7%+1,642+1.5%AddedHolders
Q1 2026111,268$32.7M2.8%+2,976+2.7%AddedHolders
Q4 2025108,292$34.9M2.9%−266−0.2%ReducedHolders
Q3 2025108,558$34.2M2.9%+1,288+1.2%AddedHolders
Q2 2025107,270$31.1M2.9%+13,530+14.4%AddedHolders
Q1 202593,740$23.0M2.9%−2,309−2.4%ReducedHolders
Q4 202496,049$23.0M2.7%−389−0.4%ReducedHolders
Q3 202496,438$20.3M2.5%+2,851+3.0%AddedHolders
Q2 202493,587$18.9M2.5%+661+0.7%AddedHolders
Q1 202492,926$18.6M2.5%+806+0.9%AddedHolders
Q4 202392,120$15.7M2.4%+4,040+4.6%AddedHolders
Q3 202388,080$12.8M2.2%+169+0.2%AddedHolders
Q2 202387,911$12.8M2.2%+376+0.4%AddedHolders
Q1 202387,535$11.4M2.1%−17,293−16.5%ReducedHolders
Q4 2022104,828$14.1M2.9%–No prior filingHolders