Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,999,508
+$2,715,856 QoQ
Shares Held
73,319
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#894
of 5,048 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, 2026IHT Wealth Management, LLC holds $44,613,781 across 9 Banks - Diversified names. JPM ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
73,319 | $23,999,508 | |
| 2 | BAC |
Bank Of America Corp /De/
|
133,236 | $7,591,787 | |
| 3 | C |
Citigroup Inc
|
51,587 | $7,220,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,745 | $2,421,494 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
21,332 | $1,762,875 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
25,606 | $509,303 | |
| 7 | SAN |
Banco Santander, S.A.
|
33,736 | $465,556 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,535 | $431,233 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,999,508 | 73,319 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,283,652 | 72,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,659,950 | 67,221 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,072,616 | 66,806 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,641,692 | 67,751 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,642,535 | 63,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,664,189 | 57,003 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,295,675 | 67,797 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,919,612 | 53,988 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,751,903 | 53,679 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,522,198 | 55,980 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,563,721 | 59,052 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,140,713 | 55,973 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,820,555 | 52,341 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,757,969 | 50,395 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,261,888 | 50,353 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $4,792,456 | 42,558 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,740,800 | 34,777 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,452,148 | 34,431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,409,136 | 33,045 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,076,325 | 39,066 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,340,076 | 35,079 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,581,254 | 36,053 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,968,870 | 30,839 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $3,101,722 | 32,976 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,227,395 | 35,848 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||