Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,802,933
+$142,989 QoQ
Shares Held
5,508
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#3,061
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WealthTrust Axiom LLC holds $9,445,096 across 7 Banks - Diversified names. JPM ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
26,340 | $3,198,466 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,574 | $1,818,326 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
5,508 | $1,802,933 | |
| 4 | BAC |
Bank Of America Corp /De/
|
22,891 | $1,304,329 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,502 | $537,325 | |
| 6 | C |
Citigroup Inc
|
2,831 | $396,226 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,075 | $387,491 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,802,933 | 5,508 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,659,944 | 5,643 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,844,065 | 5,723 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,791,957 | 5,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,646,688 | 5,680 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,393,304 | 5,680 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,376,414 | 5,742 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,217,927 | 5,776 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,168,051 | 5,775 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,104,053 | 5,512 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $955,281 | 5,616 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $753,813 | 5,198 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $847,624 | 5,828 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $761,922 | 5,847 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $761,419 | 5,678 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $597,426 | 5,717 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $644,804 | 5,726 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $780,295 | 5,724 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $915,896 | 5,784 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $953,003 | 5,822 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $897,310 | 5,769 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $970,922 | 6,378 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $749,458 | 5,898 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $621,615 | 6,457 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $724,544 | 7,703 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $648,396 | 7,202 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||