Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$67,199,212
+$4,815,230 QoQ
Shares Held
205,295
-3.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#511
of 5,072 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, 2026Modera Wealth Management, LLC holds $88,527,579 across 9 Banks - Diversified names. JPM ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
205,295 | $67,199,212 | |
| 2 | TD |
Toronto Dominion Bank
|
97,141 | $11,795,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
77,360 | $4,407,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,880 | $1,642,883 | |
| 5 | RY |
Royal Bank Of Canada
|
7,704 | $1,594,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,171 | $747,778 | |
| 7 | C |
Citigroup Inc
|
3,613 | $505,675 | |
| 8 | BCS |
Barclays PLC
|
14,577 | $391,538 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,199,212 | 205,295 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $62,383,982 | 212,075 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $69,425,843 | 215,461 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $70,086,337 | 222,193 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $65,666,064 | 226,505 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $56,201,664 | 229,114 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $55,965,812 | 233,473 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $49,715,727 | 235,776 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $48,996,271 | 242,244 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $49,942,000 | 249,336 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,578,939 | 256,196 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $37,807,439 | 260,705 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $39,195,643 | 269,497 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,875,159 | 22,064 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,882,345 | 21,494 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,077,460 | 19,880 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,408,615 | 21,389 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,728,853 | 20,018 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $6,292,037 | 39,735 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,885,054 | 11,516 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,721,361 | 11,067 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,518,494 | 9,975 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,281,628 | 10,086 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $725,490 | 7,536 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $707,801 | 7,525 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $693,231 | 7,700 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||