Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,676,215
+$766,691 QoQ
Shares Held
23,451
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#1,690
of 5,057 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $11,797,750 across 6 Banks - Diversified names. JPM ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
23,451 | $7,676,215 | |
| 2 | BCS |
Barclays PLC
|
39,467 | $1,060,083 | |
| 3 | C |
Citigroup Inc
|
7,345 | $1,028,006 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,773 | $725,000 | |
| 5 | BAC |
Bank Of America Corp /De/
|
12,415 | $707,406 | |
| 6 | RY |
Royal Bank Of Canada
|
2,904 | $601,040 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,676,215 | 23,451 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,909,524 | 23,489 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,789,497 | 21,071 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,935,359 | 21,987 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,468,761 | 22,313 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,491,776 | 22,388 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,452,683 | 22,747 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,818,361 | 22,851 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,676,857 | 23,123 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,677,005 | 23,350 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,948,361 | 23,212 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,456,406 | 23,834 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,454,054 | 23,749 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $4,099,973 | 30,574 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $3,186,832 | 30,496 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,979,547 | 26,459 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,086,737 | 29,979 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,735,456 | 29,905 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,871,087 | 29,758 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $4,579,097 | 29,440 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,428,522 | 29,091 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,666,604 | 28,855 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,609,013 | 27,101 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,457,035 | 26,122 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,352,303 | 26,128 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||