SEC 13F Intelligence

Tortuga Wealth Management, Inc / JPM

Tortuga Wealth Management, Inc’s Jpmorgan Chase & Co Position

Does Tortuga Wealth Management, Inc own Jpmorgan Chase & Co (JPM)? Yes7.0K shares worth $2M (+2.38% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
7.0K
% of Portfolio
+2.38%
Quarters Held
1
currently held

Position History JPM

Reported value by quarter
Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$2M+2.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tortuga Wealth Management, Inc’s full portfolio or all institutional holders of JPM.