Position in JPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$164,981,152
+$28,546,254 QoQ
Shares Held
504,021
+8.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#304
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)
Derivatives in JPM
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$1,000
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $411,113,329 across 13 Banks - Diversified names. JPM ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
504,021 | $164,981,152 | |
| 2 | C |
Citigroup Inc
|
550,024 | $76,981,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,295,213 | $73,801,192 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
722,249 | $59,686,618 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
208,669 | $30,175,588 | |
| 6 | TD |
Toronto Dominion Bank
|
15,172 | $1,842,333 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
15,819 | $1,504,225 | |
| 8 | ING |
Ing Groep NV
|
19,446 | $610,211 |
All Filings in JPM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,981,152 | 504,021 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $136,434,898 | 463,812 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $166,461,073 | 516,607 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $150,789,703 | 478,045 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $124,134,796 | 428,184 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $97,473,126 | 397,363 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $91,286,819 | 380,822 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $74,053,598 | 351,198 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $88,872,829 | 439,399 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $73,047,996 | 364,693 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $101,648,867 | 597,583 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $67,225,180 | 463,558 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $63,043,294 | 433,466 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $45,540,869 | 349,481 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $45,200,818 | 337,068 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $32,161,965 | 307,770 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $24,655,509 | 218,946 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $27,437,671 | 201,274 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $33,201,086 | 209,669 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $37,173,671 | 227,098 | Shares | Sole | 2021-11-01 | |
| 2021-09-30 | $1,000 | 3,000 | Put | Sole | 2021-11-01 | |
| 2021-06-30 | $32,944,771 | 211,809 | Shares | Sole | 2021-07-21 | |
| 2021-06-30 | $21,443 | 3,080 | Put | Sole | 2021-07-21 | |
| 2021-03-31 | $26,783,802 | 175,943 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $20,647,096 | 162,486 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $15,384,138 | 159,802 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $14,465,299 | 153,788 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $12,781,739 | 141,972 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||