Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,837,234
+$1,132,458 QoQ
Shares Held
36,163
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#1,321
of 5,058 holders
Holding Since
Mar 2020
24 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, 2026Cordatus Wealth Management LLC holds $26,415,842 across 8 Banks - Diversified names. JPM ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
36,163 | $11,837,234 | |
| 2 | C |
Citigroup Inc
|
39,451 | $5,521,561 | |
| 3 | BAC |
Bank Of America Corp /De/
|
83,900 | $4,780,622 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
11,425 | $1,086,403 | |
| 5 | RY |
Royal Bank Of Canada
|
4,826 | $998,837 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
42,580 | $846,916 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
35,169 | $829,285 | |
| 8 | TD |
Toronto Dominion Bank
|
4,241 | $514,984 |
All Filings in JPM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,837,234 | 36,163 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,704,776 | 36,391 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,746,207 | 36,454 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,532,436 | 36,561 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,576,206 | 36,481 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,965,960 | 36,551 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,725,923 | 36,402 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,574,512 | 35,922 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,198,837 | 35,592 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,121,666 | 35,555 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,057,261 | 35,610 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,244,503 | 36,164 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,377,062 | 36,971 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,263,092 | 25,041 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,353,304 | 25,006 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $2,675,050 | 23,755 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $3,160,170 | 23,182 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,124,225 | 26,045 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,514,096 | 21,468 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $3,156,032 | 20,732 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,573,167 | 20,250 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,946,098 | 20,215 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,894,086 | 20,137 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,141,220 | 12,676 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||