Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,228,442
+$673,375 QoQ
Shares Held
15,973
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#2,045
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)
Derivatives in JPM
reported options exposure · as of Dec 31, 2025CallValue
$966,660
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Focused Wealth Management, Inc holds $19,627,571 across 6 Banks - Diversified names. JPM ranks #3 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
50,339 | $7,045,446 | |
| 2 | BAC |
Bank Of America Corp /De/
|
93,466 | $5,325,692 | |
| 3 | JPM |
Jpmorgan Chase & Co
This page
|
15,973 | $5,228,442 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,675 | $964,822 | |
| 5 | SAN |
Banco Santander, S.A.
|
58,986 | $814,006 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,723 | $249,163 |
All Filings in JPM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,228,442 | 15,973 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,555,067 | 15,485 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,525,086 | 10,940 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $966,660 | 3,000 | Call | Sole | 2026-01-29 | |
| 2025-09-30 | $3,408,852 | 10,807 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,104,066 | 10,707 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,553,818 | 10,411 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,426,584 | 10,123 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,125,047 | 10,078 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,034,128 | 10,057 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $404,520 | 2,000 | Call | Sole | 2024-07-30 | |
| 2024-03-31 | $2,029,840 | 10,134 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,718,010 | 10,100 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,474,853 | 10,170 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,468,653 | 10,098 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,347,666 | 10,342 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,328,662 | 9,908 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,036,117 | 9,915 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,111,122 | 9,867 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $982,730 | 7,209 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,198,076 | 7,566 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,237,169 | 7,558 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,260,962 | 8,107 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,168,213 | 7,674 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $956,710 | 7,529 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $753,120 | 7,823 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $756,524 | 8,043 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $604,461 | 6,714 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||