Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$65,247,998
+$132,447 QoQ
Shares Held
199,334
-10.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#518
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, 2026Dakota Wealth Management holds $115,313,214 across 6 Banks - Diversified names. JPM ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
199,334 | $65,247,998 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
163,812 | $23,688,853 | |
| 3 | BAC |
Bank Of America Corp /De/
|
394,512 | $22,479,293 | |
| 4 | C |
Citigroup Inc
|
15,232 | $2,131,870 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
44,373 | $1,046,315 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
8,699 | $718,885 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,247,998 | 199,334 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $65,115,551 | 221,361 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $78,570,447 | 243,841 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $75,365,689 | 238,930 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $73,198,216 | 252,486 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $62,908,411 | 256,455 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $45,858,200 | 191,307 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $40,015,745 | 189,774 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $36,916,697 | 182,521 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $36,315,591 | 181,306 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $24,136,509 | 141,896 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $27,154,269 | 187,245 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $26,001,035 | 178,775 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $19,835,396 | 152,217 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $19,052,257 | 142,075 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $8,291,866 | 79,348 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,356,045 | 56,443 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $12,210,591 | 89,573 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $20,032,066 | 126,505 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $20,073,631 | 122,632 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $19,090,823 | 122,739 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $17,035,754 | 111,908 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,087,709 | 55,778 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,855,998 | 40,054 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,037,852 | 53,560 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $4,263,820 | 47,360 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||