Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$278,885
+$29,144 QoQ
Shares Held
852
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#4,711
of 5,056 holders
Holding Since
Sep 2022
9 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $2,503,969 across 4 Banks - Diversified names. JPM ranks #4 (11.1% of the industry book) .
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,885 | 852 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $249,741 | 849 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $222,331 | 690 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $217,331 | 689 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $200,617 | 692 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $225,430 | 919 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $220,053 | 918 | Shares | Sole | 2025-01-31 | |
| 2023-03-31 | $3,564,630 | 27,355 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $282,150 | 2,700 | Shares | Other | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||