JPIB — JPMORGAN

Ownership history in Tidemark, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in JPMORGAN (JPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.24% (2025 Q4)
Avg. % of fund
2.15%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 161,988 +13,490 +9.1% 2.24% $7.9M $48.32
2025 Q3 ADDED 148,498 +15,662 +11.8% 2.12% $7.3M $47.83
2025 Q2 INITIATED 132,836 — — 2.08% $6.5M $46.87
% of Fund (quarterly)    JPIB price (monthly, adj. close)

Other funds also holding JPIB

As of 2025 Q4 — sorted by position size

Midwest Financial Partners Investments, Inc. 11.56% Rice Partnership, LLC 3Y 7Y 9.4% FSM Wealth Advisors, LLC 3Y 6.11% ForthRight Wealth Management, LLC 3Y 5.39% McCarthy & Cox 4.79% Peak Financial Management, Inc. 3Y 7Y 3.92% Treasure Coast Financial Planning 3Y 3.33% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 3.19% Avantax Planning Partners, Inc. 3Y 7Y 3.17% Goldstone Financial Group, LLC 2.93%
← Back to Tidemark, LLC Holdings