Ellevest, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1644128 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,944,994

+$657,162 QoQ

Shares Held

5,942

+35.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#3,002

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $12,470,532 across 12 Banks - Diversified names. JPM ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	78,814	$1,975,078
2	JPM	Jpmorgan Chase & Co This page	5,942	$1,944,994
3	HSBC	Hsbc Holdings PLC	17,993	$1,710,954
4	BNY	Bank of New York Mellon Corp	10,839	$1,567,427
5	SMFG	Sumitomo Mitsui Financial Group, Inc.	45,842	$1,080,954
6	BAC	Bank Of America Corp /De/	15,169	$864,329
7	C	Citigroup Inc	5,883	$823,384
8	BCS	Barclays PLC	23,555	$632,687

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,944,994	5,942	+35.7%	Shares	Sole	2026-08-10
2026-03-31	$1,287,832	4,378	-1.4%	Shares	Sole	2026-05-11
2025-12-31	$1,430,979	4,441	+2.1%	Shares	Sole	2026-02-10
2025-09-30	$1,372,435	4,351	+17.7%	Shares	Sole	2025-11-14
2025-06-30	$1,071,797	3,697	-4.8%	Shares	Sole	2025-08-05
2025-03-31	$952,990	3,885	+2.5%	Shares	Sole	2025-05-14
2024-12-31	$908,500	3,790	-9.6%	Shares	Sole	2025-02-14
2024-09-30	$884,346	4,194	+0.8%	Shares	Sole	2024-11-13
2024-06-30	$841,401	4,160	-15.7%	Shares	Sole	2024-08-14
2024-03-31	$988,280	4,934	+41.2%	Shares	Sole	2024-05-13
2023-12-31	$594,329	3,494	+26.4%	Shares	Sole	2024-02-06
2023-09-30	$400,835	2,764	+10.7%	Shares	Sole	2023-11-09
2023-06-30	$363,163	2,497	+106.2%	Shares	Sole	2023-08-09
2023-03-31	$157,805	1,211	-18.2%	Shares	Sole	2023-05-04
2022-12-31	$198,602	1,481	-0.1%	Shares	Sole	2023-02-03
2022-09-30	$154,973	1,483	-13.9%	Shares	Sole	2022-11-02
2022-06-30	$193,914	1,722	-5.1%	Shares	Sole	2022-07-18
2022-03-31	$247,420	1,815	-14.1%	Shares	Sole	2022-04-19
2021-12-31	$334,751	2,114	-7.4%	Shares	Sole	2022-01-24
2021-09-30	$373,867	2,284	-14.7%	Shares	Sole	2021-10-19
2021-06-30	$416,380	2,677	-48.3%	Shares	Sole	2021-07-13
2021-03-31	$788,399	5,179	+14.7%	Shares	Sole	2021-05-03
2020-12-31	$573,721	4,515	+8.9%	Shares	Sole	2021-02-04
2020-09-30	$399,039	4,145	+3.2%	Shares	Sole	2020-10-26
2020-06-30	$377,933	4,018	+44.4%	Shares	Sole	2020-07-06
2020-03-31	$250,463	2,782	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.