BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1352860
BLUE BELL, PA
Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,279,205
+$104,625 QoQ
Shares Held
3,908
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,394
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $2,820,333 across 5 Banks - Diversified names. JPM ranks #1 (45.4% of the industry book) .
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,205 | 3,908 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,174,580 | 3,993 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,229,913 | 3,817 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,201,788 | 3,810 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,057,301 | 3,647 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $682,179 | 2,781 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $621,807 | 2,594 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $538,958 | 2,556 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $595,453 | 2,944 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $596,293 | 2,977 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $502,135 | 2,952 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $391,699 | 2,701 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $377,416 | 2,595 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $272,999 | 2,095 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $280,939 | 2,095 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $234,080 | 2,240 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $252,246 | 2,240 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $303,584 | 2,227 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $352,645 | 2,227 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||