GWN SECURITIES INC.
Broker-DealerPosition in JPM — Jpmorgan Chase & Co
CIK 1265905
Palm Beach Gardens, FL
Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,409,476
+$317,411 QoQ
Shares Held
7,361
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2,807
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026GWN SECURITIES INC. holds $4,714,198 across 4 Banks - Diversified names. JPM ranks #1 (51.1% of the industry book) .
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,409,476 | 7,361 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,092,065 | 7,112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,059,952 | 6,393 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,911,821 | 6,061 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,118,851 | 10,758 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,137,808 | 20,945 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,834,091 | 11,823 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||