Position in BCS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$319,706
-$256,863 QoQ
Shares Held
15,109
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026QP WEALTH MANAGEMENT, LLC holds $928,962 across 1 Banks - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,838 | $928,962 |
All Filings in BCS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,706 | 15,109 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $576,569 | 22,655 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||