Position in JPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,700,751
+$193,794 QoQ
Shares Held
29,636
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#1,474
of 5,048 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 3%
Shared 1%
None 95%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $28,733,515 across 15 Banks - Diversified names. JPM ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,636 | $9,700,751 | |
| 2 | BCS |
Barclays PLC
|
120,095 | $3,225,751 | |
| 3 | BAC |
Bank Of America Corp /De/
|
52,137 | $2,970,766 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,838 | $2,579,553 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,558 | $2,525,313 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
76,319 | $1,517,984 | |
| 7 | UBS |
UBS Group AG
|
25,132 | $1,245,541 | |
| 8 | ING |
Ing Groep NV
|
33,110 | $1,038,991 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,700,751 | 29,636 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $9,506,957 | 32,319 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $10,603,293 | 32,907 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $10,825,873 | 34,321 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,805,246 | 26,923 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,565,699 | 26,766 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $7,934,879 | 33,102 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,038,819 | 28,639 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $4,498,666 | 22,242 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,815,113 | 19,047 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,357,585 | 13,860 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $491,182 | 3,387 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $486,932 | 3,348 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $301,667 | 2,315 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $211,475 | 1,577 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $284,677 | 2,528 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $372,698 | 2,734 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $531,897 | 3,359 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $545,414 | 3,332 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $570,053 | 3,665 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $493,986 | 3,245 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $68,236 | 537 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||