Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,050,333
+$1,173,617 QoQ
Shares Held
33,759
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,372
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Obermeyer Wealth Partners holds $14,542,683 across 6 Banks - Diversified names. JPM ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
33,759 | $11,050,333 | |
| 2 | RY |
Royal Bank Of Canada
|
7,684 | $1,590,357 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,340 | $937,137 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,231 | $412,022 | |
| 5 | C |
Citigroup Inc
|
2,503 | $350,319 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,761 | $202,515 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,050,333 | 33,759 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,876,716 | 33,576 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,861,069 | 33,707 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,543,878 | 33,427 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,930,287 | 34,253 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,152,545 | 33,235 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,299,239 | 34,622 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,164,601 | 33,978 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,901,111 | 34,120 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,604,491 | 32,973 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,224,755 | 18,958 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,693,166 | 18,571 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,694,421 | 18,526 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,515,243 | 19,302 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,510,486 | 18,721 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,796,668 | 17,193 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $2,171,233 | 19,281 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,614,753 | 19,181 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,840,007 | 17,935 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,731,986 | 16,690 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,533,902 | 16,291 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,523,973 | 16,580 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,369,179 | 10,775 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,153,988 | 11,987 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,212,997 | 12,896 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,182,634 | 13,136 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||