Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$44,252,397
+$4,961,740 QoQ
Shares Held
135,192
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#646
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Composition Wealth, LLC holds $74,273,162 across 11 Banks - Diversified names. JPM ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
135,192 | $44,252,397 | |
| 2 | BAC |
Bank Of America Corp /De/
|
259,167 | $14,767,335 | |
| 3 | C |
Citigroup Inc
|
62,475 | $8,744,001 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
39,378 | $3,254,197 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
12,493 | $1,187,959 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,743 | $541,275 | |
| 7 | SAN |
Banco Santander, S.A.
|
32,991 | $455,275 | |
| 8 | RY |
Royal Bank Of Canada
|
1,970 | $407,730 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,252,397 | 135,192 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $39,290,657 | 133,569 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $43,404,645 | 134,705 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $39,754,904 | 126,034 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $35,205,510 | 121,436 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $25,810,220 | 105,219 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $25,072,467 | 104,595 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $14,025,774 | 66,517 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $13,000,463 | 64,276 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $12,541,784 | 62,615 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,295,982 | 60,529 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $8,214,947 | 56,647 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,513,912 | 58,539 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $7,526,184 | 57,756 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,689,428 | 57,341 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $5,653,136 | 54,097 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,899,074 | 52,385 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,987,496 | 29,251 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,628,115 | 73,433 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $12,109,458 | 73,978 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,981,279 | 70,601 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $10,661,123 | 70,033 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $8,899,601 | 70,037 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $6,427,081 | 66,761 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,038,743 | 85,464 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,799,372 | 64,416 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||