Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,895,240
+$184,994 QoQ
Shares Held
5,790
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,023
of 5,058 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $3,674,537 across 4 Banks - Diversified names. JPM ranks #1 (51.6% of the industry book) .
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,895,240 | 5,790 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,710,246 | 5,814 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,842,453 | 5,718 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,777,131 | 5,634 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,640,600 | 5,659 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,374,170 | 5,602 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,370,900 | 5,719 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,205,908 | 5,719 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,156,724 | 5,719 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,255,480 | 6,268 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $988,451 | 5,811 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $833,719 | 5,749 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $836,134 | 5,749 | Shares | Sole | 2023-07-20 | |
| 2022-06-30 | $328,933 | 2,921 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $507,928 | 3,726 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $714,000 | 88,966 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||