Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,126,642
+$507,448 QoQ
Shares Held
15,662
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,066
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, 2026Institute for Wealth Management, LLC. holds $12,427,661 across 12 Banks - Diversified names. JPM ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,662 | $5,126,642 | |
| 2 | BAC |
Bank Of America Corp /De/
|
78,179 | $4,454,639 | |
| 3 | C |
Citigroup Inc
|
15,061 | $2,107,937 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,691 | $552,944 | |
| 5 | RY |
Royal Bank Of Canada
|
341 | $70,576 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
354 | $62,551 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
670 | $15,798 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
548 | $10,899 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,126,642 | 15,662 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,619,194 | 15,703 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,058,854 | 15,700 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,059,497 | 16,040 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,671,899 | 16,115 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,899,534 | 15,897 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,825,052 | 15,957 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,439,759 | 16,313 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,339,717 | 16,512 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,150,518 | 15,729 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,754,939 | 16,196 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,383,693 | 16,437 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,433,502 | 16,732 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,182,301 | 16,747 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,204,067 | 16,436 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,874,834 | 17,941 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,566,269 | 22,789 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,961,824 | 21,727 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,601,690 | 16,430 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,696,137 | 16,471 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,488,951 | 16,002 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,386,509 | 15,677 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,094,240 | 16,481 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,560,055 | 16,205 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,679,253 | 17,853 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,616,848 | 17,959 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||