HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1484205
LONG BEACH, CA
Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$394,759
+$47,062 QoQ
Shares Held
1,206
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#4,475
of 5,058 holders
Holding Since
Mar 2020
21 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $613,270 across 13 Banks - Diversified names. JPM ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,206 | $394,759 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,097 | $176,467 | |
| 3 | SAN |
Banco Santander, S.A.
|
952 | $13,137 | |
| 4 | ING |
Ing Groep NV
|
253 | $7,939 | |
| 5 | C |
Citigroup Inc
|
53 | $7,417 | |
| 6 | BCS |
Barclays PLC
|
118 | $3,169 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
37 | $3,057 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
13 | $1,879 |
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,759 | 1,206 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $347,697 | 1,182 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $380,864 | 1,182 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $173,801 | 551 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $84,943 | 293 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $78,250 | 319 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $59,208 | 247 | Shares | Sole | 2025-07-17 | |
| 2023-12-31 | $228,103 | 1,341 | Shares | Sole | 2024-01-24 | |
| 2023-03-31 | $1,084,309 | 8,321 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,036,726 | 7,731 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $838,194 | 8,021 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $807,188 | 7,168 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $1,022,263 | 7,499 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,158,962 | 7,319 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,177,749 | 7,195 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $1,091,890 | 7,020 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $961,331 | 6,315 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $740,690 | 5,829 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $557,979 | 5,796 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $538,210 | 5,722 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $566,737 | 6,295 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||