Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$20,142,251
-$398,059 QoQ
Shares Held
61,535
-11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#1,003
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, 2026Wealthcare Advisory Partners LLC holds $28,146,108 across 6 Banks - Diversified names. JPM ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
61,535 | $20,142,251 | |
| 2 | BAC |
Bank Of America Corp /De/
|
68,900 | $3,925,922 | |
| 3 | C |
Citigroup Inc
|
12,568 | $1,759,017 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,760 | $1,467,686 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,395 | $490,950 | |
| 6 | TD |
Toronto Dominion Bank
|
2,967 | $360,282 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,142,251 | 61,535 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $20,540,310 | 69,827 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $22,561,199 | 70,018 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $17,661,556 | 55,992 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $16,085,656 | 55,485 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,854,946 | 52,405 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $12,589,569 | 52,520 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,432,196 | 54,217 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,159,290 | 55,173 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,207,288 | 50,960 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,699,898 | 39,388 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,205,550 | 42,791 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $6,271,663 | 43,122 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,599,681 | 42,972 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,587,544 | 41,667 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,342,706 | 41,557 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,643,744 | 23,477 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,117,093 | 22,866 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $3,474,990 | 21,945 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,757,012 | 22,952 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,421,413 | 21,997 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,446,487 | 22,640 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,150,786 | 16,926 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,676,445 | 17,414 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,648,025 | 17,521 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,512,323 | 16,798 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||