Position in JPM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$32,540,857
+$4,024,693 QoQ
Shares Held
99,413
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#759
of 5,058 holders
Holding Since
Mar 2020
25 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, 2026CWA Asset Management Group, LLC holds $56,875,951 across 6 Banks - Diversified names. JPM ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
99,413 | $32,540,857 | |
| 2 | C |
Citigroup Inc
|
78,722 | $11,017,931 | |
| 3 | BAC |
Bank Of America Corp /De/
|
186,197 | $10,609,505 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,455 | $1,222,677 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,499 | $1,198,197 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,623 | $286,784 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,540,857 | 99,413 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $28,516,164 | 96,941 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $31,804,080 | 98,703 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $31,963,783 | 101,334 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $29,371,072 | 101,311 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $24,865,325 | 101,367 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $25,683,967 | 107,146 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $20,189,423 | 95,748 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $18,780,128 | 93,760 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,075,282 | 88,626 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,751,028 | 87,926 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,483,696 | 85,834 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $10,175,256 | 78,085 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $11,071,564 | 82,562 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $8,183,708 | 78,313 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,589,215 | 76,274 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $9,836,714 | 72,159 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $12,678,451 | 80,066 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $15,401,264 | 94,088 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,584,396 | 87,337 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $12,175,507 | 79,981 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,102,999 | 63,768 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $1,069,848 | 11,113 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,167,378 | 12,411 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,260,960 | 14,006 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||