Position in BNY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$322,769
+$70,325 QoQ
Shares Held
2,232
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,394
of 1,868 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JGP Wealth Management, LLC holds $28,607,013 across 6 Banks - Diversified names. BNY ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,331 | $26,622,076 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,274 | $870,312 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
2,232 | $322,769 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,667 | $303,040 | |
| 5 | C |
Citigroup Inc
|
1,943 | $271,942 | |
| 6 | UBS |
UBS Group AG
|
4,376 | $216,874 |
All Filings in BNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,769 | 2,232 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $252,444 | 2,128 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $246,807 | 2,126 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||