Position in JPM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$311,515
-$27,782 QoQ
Shares Held
1,059
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 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 Mar 31, 2026Jackson Wealth Management, LLC holds $4,674,576 across 2 Banks - Diversified names. JPM ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSBC |
Hsbc Holdings PLC
|
52,892 | $4,363,061 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
1,059 | $311,515 |
All Filings in JPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,515 | 1,059 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $339,297 | 1,053 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $349,181 | 1,107 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $839,869 | 2,897 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $251,677 | 1,026 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $235,634 | 983 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $207,275 | 983 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $201,450 | 996 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $203,954 | 1,288 | Shares | Sole | 2022-02-09 | |
| 2021-06-30 | $1,708,295 | 10,983 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||