Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,377,390
+$342,248 QoQ
Shares Held
10,318
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.67%
of 13F equity value
Holder Rank
#2,455
of 5,058 holders
Holding Since
Dec 2022
14 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, 2026RW Investment Management LLC holds $4,745,934 across 4 Banks - Diversified names. JPM ranks #1 (71.2% of the industry book) .
All Filings in JPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,377,390 | 10,318 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,035,142 | 10,318 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $3,352,074 | 10,627 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,102,037 | 10,700 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,287,667 | 9,326 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,259,746 | 9,427 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,980,186 | 9,391 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,919,649 | 9,491 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,915,869 | 9,565 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,705,422 | 10,026 | Shares | Sole | 2024-06-06 | |
| 2023-09-30 | $1,457,015 | 10,047 | Shares | Sole | 2024-06-06 | |
| 2023-06-30 | $1,546,318 | 10,632 | Shares | Sole | 2024-06-06 | |
| 2023-03-31 | $1,393,795 | 10,696 | Shares | Sole | 2024-06-06 | |
| 2022-12-31 | $1,452,705 | 10,833 | Shares | Sole | 2024-06-06 | |
| No filing history on record for this holder in this stock. | ||||||