Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,700,383
+$2,663,506 QoQ
Shares Held
47,965
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,139
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 21%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $24,064,250 across 7 Banks - Diversified names. JPM ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
47,965 | $15,700,383 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,541 | $3,278,686 | |
| 3 | C |
Citigroup Inc
|
16,604 | $2,323,895 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,396 | $1,850,805 | |
| 5 | RY |
Royal Bank Of Canada
|
1,878 | $388,689 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,820 | $263,190 | |
| 7 | ING |
Ing Groep NV
|
8,241 | $258,602 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,700,383 | 47,965 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $13,036,877 | 44,319 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $13,293,186 | 41,255 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $14,655,508 | 46,462 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $14,029,034 | 48,391 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $9,918,705 | 40,435 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $9,603,741 | 40,064 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,821,960 | 41,838 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $7,431,841 | 36,744 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $7,225,822 | 36,075 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $5,492,699 | 32,291 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,580,021 | 31,582 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,755,451 | 32,697 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $9,856,648 | 75,640 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,156,063 | 75,735 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,611,715 | 63,270 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,766,125 | 77,845 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,749,066 | 49,509 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $6,474,614 | 40,888 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,446,112 | 39,380 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,777,999 | 37,148 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,758,709 | 31,260 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,361,677 | 34,325 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,708,758 | 48,912 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,087,189 | 43,453 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,040,403 | 33,771 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||