Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$36,177,820
+$17,572,495 QoQ
Shares Held
110,524
+74.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#708
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)
Derivatives in JPM
reported options exposure · as of Jun 30, 2024CallValue
$20,226
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. JPM ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,053 | $935,884 |
All Filings in JPM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,177,820 | 110,524 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $18,605,325 | 63,249 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,704,739 | 67,360 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,149,810 | 70,221 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,932,739 | 89,451 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $21,652,631 | 88,270 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $19,227,858 | 80,213 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,881,240 | 80,059 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $20,226 | 100 | Call | Sole | 2024-08-05 | |
| 2024-06-30 | $11,494,233 | 56,829 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $200,300 | 1,000 | Call | Sole | 2024-04-30 | |
| 2024-03-31 | $10,893,515 | 54,386 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $187,110 | 1,100 | Put | Sole | 2024-02-05 | |
| 2023-12-31 | $5,847,867 | 34,379 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,634,259 | 31,956 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,380,361 | 30,118 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,385,453 | 25,980 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,550,029 | 26,473 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,547,187 | 24,375 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,701,626 | 23,991 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,167,395 | 23,235 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,762,396 | 23,760 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,027,282 | 18,494 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,956,348 | 19,007 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,808,339 | 18,448 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,004,148 | 15,772 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,501,619 | 15,598 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,600,524 | 17,016 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,311,917 | 14,572 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||