Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$22,994,605
+$1,081,450 QoQ
Shares Held
70,249
-5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#933
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. JPM ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
70,249 | $22,994,605 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
105,248 | $8,697,694 | |
| 3 | C |
Citigroup Inc
|
38,884 | $5,442,204 | |
| 4 | BAC |
Bank Of America Corp /De/
|
82,250 | $4,686,605 | |
| 5 | TD |
Toronto Dominion Bank
|
14,710 | $1,786,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,305 | $911,766 | |
| 7 | ING |
Ing Groep NV
|
13,080 | $410,450 | |
| 8 | BCS |
Barclays PLC
|
11,624 | $312,220 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,994,605 | 70,249 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $21,913,155 | 74,494 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $26,908,269 | 83,509 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $26,813,442 | 85,006 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $28,145,912 | 97,085 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $23,419,281 | 95,472 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $22,625,507 | 94,387 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $19,946,301 | 94,595 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $18,751,120 | 92,708 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,823,192 | 93,975 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $15,954,189 | 93,793 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,832,674 | 88,489 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $14,481,606 | 99,571 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $13,308,690 | 102,131 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $15,938,857 | 118,858 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $12,233,501 | 117,067 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $10,352,012 | 91,928 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $12,022,606 | 88,194 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $14,315,790 | 90,406 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $15,274,241 | 93,312 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $14,350,120 | 92,260 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $14,230,917 | 93,483 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $13,572,982 | 106,815 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $10,982,674 | 114,082 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $9,338,088 | 99,278 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $6,534,287 | 72,579 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||