Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$37,499,906
+$18,818,099 QoQ
Shares Held
114,563
+80.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#696
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, 2026Wealthspire Advisors, LLC holds $59,874,737 across 10 Banks - Diversified names. JPM ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
114,563 | $37,499,906 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,359 | $8,225,575 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
65,241 | $5,391,516 | |
| 4 | C |
Citigroup Inc
|
28,039 | $3,924,338 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
19,894 | $2,876,871 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
25,541 | $640,057 | |
| 7 | TD |
Toronto Dominion Bank
|
4,522 | $549,106 | |
| 8 | UBS |
UBS Group AG
|
7,919 | $392,465 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,499,906 | 114,563 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,681,807 | 63,509 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $30,906,375 | 95,917 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,430,455 | 74,281 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,012,765 | 79,379 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,968,558 | 77,328 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $18,819,152 | 78,508 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,219,562 | 76,921 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,939,125 | 73,861 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,317,653 | 51,511 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,276,403 | 54,535 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,148,615 | 49,294 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,271,472 | 36,245 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,332,677 | 33,249 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,451,299 | 40,651 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,567,734 | 34,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,820,632 | 33,928 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,633,200 | 26,652 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,495,061 | 34,702 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,694,266 | 40,896 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,010,754 | 25,786 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,887,035 | 58,379 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,451,089 | 50,768 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,658,784 | 27,618 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,159,335 | 22,957 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,649,292 | 62,749 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||