Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,839,791
+$3,155,775 QoQ
Shares Held
63,666
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#980
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $37,380,824 across 15 Banks - Diversified names. JPM ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
63,666 | $20,839,791 | |
| 2 | C |
Citigroup Inc
|
109,805 | $15,368,307 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,852 | $732,306 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,863 | $153,958 | |
| 5 | RY |
Royal Bank Of Canada
|
548 | $113,419 | |
| 6 | TD |
Toronto Dominion Bank
|
259 | $31,450 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
250 | $28,750 | |
| 8 | BCS |
Barclays PLC
|
914 | $24,550 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,839,791 | 63,666 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,684,016 | 60,117 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,977,962 | 62,001 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $16,479,955 | 52,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,021,095 | 62,161 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $14,221,754 | 59,329 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,003,939 | 52,186 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,935,415 | 49,122 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $10,897,121 | 54,404 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $8,795,190 | 51,706 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $6,282,121 | 43,319 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $6,208,688 | 42,689 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $5,508,464 | 42,272 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,563,674 | 41,489 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $3,951,145 | 37,810 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $4,137,967 | 36,746 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $4,865,260 | 35,690 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $5,038,380 | 31,818 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,883,036 | 29,831 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,816,017 | 24,534 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $3,147,050 | 20,673 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,547,245 | 20,046 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,851,175 | 19,229 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,995,200 | 21,212 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,393,754 | 15,481 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||