WRAPMANAGER INC

Position in JPM — Jpmorgan Chase & Co

CIK 1266014 MILL VALLEY, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,698,508

+$242,567 QoQ

Shares Held

8,244

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.10%

of 13F equity value

Holder Rank

#2,687

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WRAPMANAGER INC holds $6,443,094 across 8 Banks - Diversified names. JPM ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,244	$2,698,508
2	BAC	Bank Of America Corp /De/	20,745	$1,182,050
3	WFC	Wells Fargo & Company/Mn	9,794	$809,376
4	C	Citigroup Inc	5,201	$727,931
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	12,682	$317,810
6	MUFG	Mitsubishi Ufj Financial Group Inc	13,364	$265,809
7	BCS	Barclays PLC	8,880	$238,516
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	8,613	$203,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,698,508	8,244	-1.3%	Shares	Sole	2026-08-05
2026-03-31	$2,455,941	8,349	-3.8%	Shares	Sole	2026-05-11
2025-12-31	$2,796,869	8,680	-13.2%	Shares	Sole	2026-02-06
2025-09-30	$3,153,353	9,997	-22.8%	Shares	Sole	2025-11-10
2025-06-30	$3,754,334	12,950	-9.5%	Shares	Sole	2025-08-08
2025-03-31	$3,508,280	14,302	-27.1%	Shares	Sole	2025-05-08
2024-12-31	$4,701,911	19,615	-5.2%	Shares	Sole	2025-02-04
2024-09-30	$4,364,380	20,698	+5.1%	Shares	Sole	2024-11-07
2024-06-30	$3,982,094	19,688	+11.5%	Shares	Sole	2024-08-08
2024-03-31	$3,537,698	17,662	+37.1%	Shares	Sole	2024-05-09
2023-12-31	$2,191,398	12,883	+2.9%	Shares	Sole	2024-02-07
2023-09-30	$1,815,360	12,518	-1.0%	Shares	Sole	2023-11-06
2023-06-30	$1,839,816	12,650	-3.2%	Shares	Sole	2023-08-08
2023-03-31	$1,702,109	13,062	-26.0%	Shares	Sole	2023-05-08
2022-12-31	$2,367,401	17,654	+0.8%	Shares	Sole	2023-02-06
2022-09-30	$1,829,481	17,507	+35.0%	Shares	Sole	2022-11-14
2022-06-30	$1,459,876	12,964	+3.5%	Shares	Sole	2022-08-05
2022-03-31	$1,707,544	12,526	+3.3%	Shares	Sole	2022-05-10
2021-12-31	$1,920,468	12,128	+1.5%	Shares	Sole	2022-02-07
2021-09-30	$1,956,750	11,954	-0.2%	Shares	Sole	2021-11-10
2021-06-30	$1,863,835	11,983	-1.3%	Shares	Sole	2021-08-04
2021-03-31	$1,847,615	12,137	-11.5%	Shares	Sole	2021-05-10
2020-12-31	$1,743,527	13,721	+13.1%	Shares	Sole	2021-02-08
2020-09-30	$1,168,428	12,137	+77.6%	Shares	Sole	2020-11-12
2020-06-30	$642,617	6,832	+57.3%	Shares	Sole	2020-08-11
2020-03-31	$391,000	4,343	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.