Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,135,813
+$529,706 QoQ
Shares Held
12,635
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#2,269
of 5,056 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $8,473,794 across 5 Banks - Diversified names. JPM ranks #1 (48.8% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,135,813 | 12,635 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $3,606,107 | 12,259 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $3,694,573 | 11,466 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,510,735 | 11,130 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $3,181,182 | 10,973 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $2,462,321 | 10,038 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $2,015,481 | 8,408 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $1,638,593 | 7,771 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $1,473,261 | 7,284 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $1,205,204 | 6,017 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $780,758 | 4,590 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $646,209 | 4,456 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $653,170 | 4,491 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $557,204 | 4,276 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $525,403 | 3,918 | Shares | Other | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||