Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$29,186,706
+$1,955,139 QoQ
Shares Held
89,166
-3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#805
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $70,131,364 across 16 Banks - Diversified names. JPM ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
89,166 | $29,186,706 | |
| 2 | BAC |
Bank Of America Corp /De/
|
243,184 | $13,856,624 | |
| 3 | C |
Citigroup Inc
|
98,948 | $13,848,762 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
51,280 | $4,237,779 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
26,774 | $2,545,939 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,075 | $2,179,995 | |
| 7 | RY |
Royal Bank Of Canada
|
7,610 | $1,575,041 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,033 | $535,931 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,186,706 | 89,166 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $27,231,567 | 92,574 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $28,809,367 | 89,409 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,775,590 | 84,886 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,940,667 | 86,029 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $21,833,417 | 89,007 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $20,318,538 | 84,763 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,233,907 | 86,474 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,378,099 | 100,752 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,395,547 | 101,825 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,347,630 | 96,106 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,203,983 | 97,945 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,856,550 | 102,149 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,598,238 | 112,027 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $15,670,791 | 116,859 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,342,495 | 118,110 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $11,520,566 | 102,305 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $13,762,185 | 100,955 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $14,689,496 | 92,766 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $15,356,249 | 93,813 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $14,451,999 | 92,915 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $11,578,613 | 76,060 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,618,481 | 59,955 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,504,333 | 57,176 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $5,499,688 | 58,470 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,129,549 | 56,976 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||