Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,267,408
+$369,638 QoQ
Shares Held
9,982
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,486
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. JPM ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,008 | $827,180 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,267,408 | 9,982 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,897,770 | 9,851 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,320,154 | 10,304 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $3,340,088 | 10,589 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,009,845 | 10,382 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,286,196 | 9,320 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,268,375 | 9,463 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,041,968 | 9,684 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,887,085 | 9,330 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,891,633 | 9,444 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,538,214 | 9,043 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,664,974 | 11,481 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,589,659 | 10,930 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,235,338 | 9,480 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,253,700 | 9,349 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $901,208 | 8,624 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $1,049,187 | 9,317 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,147,814 | 8,420 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,201,876 | 7,590 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,156,960 | 7,068 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,085,047 | 6,976 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $1,100,166 | 7,227 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $887,075 | 6,981 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,000 | 6,945 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $643,934 | 6,846 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $630,300 | 7,001 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||