Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$633,383
+$64,184 QoQ
Shares Held
1,935
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#4,076
of 5,056 holders
Holding Since
Mar 2021
6 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, 2026WBI INVESTMENTS, LLC holds $1,820,429 across 3 Banks - Diversified names. JPM ranks #2 (34.8% of the industry book) .
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,383 | 1,935 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $569,199 | 1,935 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $626,073 | 1,943 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $818,540 | 2,595 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $333,116 | 1,358 | Shares | Defined | 2025-05-22 | |
| 2021-03-31 | $1,902,113 | 12,495 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||