Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$131,574,221
+$16,582,077 QoQ
Shares Held
401,962
+2.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#345
of 5,073 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $180,242,228 across 9 Banks - Diversified names. JPM ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
401,962 | $131,574,221 | |
| 2 | C |
Citigroup Inc
|
146,683 | $20,529,752 | |
| 3 | SAN |
Banco Santander, S.A.
|
844,907 | $11,659,716 | |
| 4 | BAC |
Bank Of America Corp /De/
|
168,999 | $9,629,562 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,465 | $2,517,627 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,255 | $2,206,025 | |
| 7 | BCS |
Barclays PLC
|
35,774 | $960,889 | |
| 8 | RY |
Royal Bank Of Canada
|
4,025 | $833,054 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,574,221 | 401,962 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $114,992,144 | 390,917 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $123,375,137 | 382,891 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $123,163,113 | 390,461 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $125,033,543 | 431,284 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $104,896,412 | 427,625 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $104,776,520 | 437,097 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $91,428,051 | 433,596 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $82,363,912 | 407,218 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $82,609,127 | 412,427 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $72,425,007 | 425,779 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $25,476,243 | 175,674 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $25,038,077 | 172,154 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $16,852,601 | 129,327 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $16,965,795 | 126,516 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $14,812,143 | 141,743 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $15,488,492 | 137,541 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $12,534,351 | 91,948 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,235,031 | 89,896 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $14,354,303 | 87,692 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $13,353,731 | 85,854 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $12,832,227 | 84,295 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $9,389,710 | 73,894 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,473,676 | 67,245 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,525,506 | 69,376 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $6,753,690 | 75,016 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||