Form 13-F position report

JPMORGAN CHASE & CO

Reported by Talisman Wealth Advisors LLC

JPM CUSIP 46625H100 Manager CIK 0001962685

Reported 6,836 shares, up 251 (3.8%) from the prior quarter.

Reported value 15.5%; share count 3.8% vs. the prior quarter.

Added
% of reported 13F value 1.66% This manager · Q2 2026
Shares 6,836 Quarter-end amount reported
Reported value $2,237,785 Fair value at quarter end
Consecutive quarters held 15 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 839000
2023-03-31 1001000
2023-06-30 1117796
2023-09-30 1107803
2023-12-31 1201097
2024-03-31 1404899
2024-06-30 1481323
2024-09-30 1530716
2024-12-31 1723093
2025-03-31 1729253
2025-06-30 2045512
2025-09-30 2225058
2025-12-31 2255815
2026-03-31 1936949
2026-06-30 2237785

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarterly reported position history for JPMORGAN CHASE & CO held by Talisman Wealth Advisors LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 6,836 +251 (3.8%) 1.66% $2,237,785 2026-08-14
Q1 2026 Reduced 6,585 -415 (-5.9%) 1.56% $1,936,949 2026-05-15
Q4 2025 Reduced 7,000 -54 (-0.8%) 1.76% $2,255,815 2026-02-20
Q3 2025 Reduced 7,054 -2 (0.0%) 1.84% $2,225,058 2025-11-14
Q2 2025 Added 7,056 +6 (0.1%) 1.87% $2,045,512 2025-08-14
Q1 2025 Reduced 7,050 -138 (-1.9%) 1.78% $1,729,253 2025-05-14
Q4 2024 Reduced 7,188 -83 (-1.1%) 1.83% $1,723,093 2025-02-18
Q3 2024 Reduced 7,271 -53 (-0.7%) 1.61% $1,530,716 2024-11-14
Q2 2024 Added 7,324 +310 (4.4%) 1.71% $1,481,323 2024-08-14
Q1 2024 Reduced 7,014 -47 (-0.7%) 1.77% $1,404,899 2024-05-15
Q4 2023 Reduced 7,061 -578 (-7.6%) 1.78% $1,201,097 2024-02-14
Q3 2023 Reduced 7,639 -47 (-0.6%) 1.92% $1,107,803 2023-11-14
Q2 2023 Added 7,686 +6 (0.1%) 1.91% $1,117,796 2023-08-10
Q1 2023 Added 7,680 +1,424 (22.8%) 1.81% $1,001,000 2023-05-11
Q4 2022 New 6,256 +6,256 (0.0%) 1.78% $839,000 2023-02-15

Who else reported the position

5291 managers reported JPMORGAN CHASE & CO for Q2 2026.

Managers reporting JPMORGAN CHASE & CO in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 206,290,537 -1,929,756 1.0% $67,525,081,319 8 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Reduced 161,586,023 -3,692,710 1.13% $52,891,952,909 2 qtrs
STATE STREET CORPORATION Added 125,209,293 +932,632 1.21% $40,984,757,878 53 qtrs
Bank of America Corporation Added 69,666,753 +4,006,293 1.47% $22,804,018,083 53 qtrs
MORGAN STANLEY Reduced 67,092,426 -1,452,016 1.16% $21,961,364,484 53 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Added 65,819,503 +238,677 0.97% $21,544,697,917 2 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 61,707,794 -843,020 1.07% $20,134,976,592 53 qtrs
NORGES BANK New 36,122,327 +36,122,327 1.18% $11,823,921,297 53 qtrs
NORTHERN TRUST CORPORATION Reduced 30,677,237 -543,805 1.17% $10,041,579,987 53 qtrs
Capital Research Global Investors Added 27,746,323 +332,928 1.27% $9,082,316,516 53 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 14, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
2,237,785

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.