Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,489,923
+$1,588,798 QoQ
Shares Held
41,212
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#1,230
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $27,760,969 across 10 Banks - Diversified names. JPM ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
41,212 | $13,489,923 | |
| 2 | C |
Citigroup Inc
|
39,295 | $5,499,728 | |
| 3 | BAC |
Bank Of America Corp /De/
|
96,320 | $5,488,313 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,062 | $1,327,363 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,758 | $543,444 | |
| 6 | RY |
Royal Bank Of Canada
|
1,858 | $384,550 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
13,737 | $344,249 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,998 | $234,572 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,489,923 | 41,212 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,901,125 | 40,458 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,667,054 | 20,691 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,606,681 | 20,945 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,747,755 | 19,826 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,899,376 | 19,973 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,774,783 | 19,919 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,152,044 | 19,691 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,989,376 | 19,724 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,421,925 | 17,084 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,070,967 | 12,175 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,815,795 | 12,521 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,823,235 | 12,536 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,942,529 | 30,255 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,810,049 | 28,412 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,175,481 | 20,818 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,503,658 | 22,233 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,419,041 | 25,081 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,422,082 | 27,926 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,779,438 | 23,089 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,302,580 | 21,233 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,234,735 | 21,249 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,737,596 | 21,544 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,008,192 | 20,860 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $1,689,317 | 17,960 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,467,939 | 16,305 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||