Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,661,520
+$327,361 QoQ
Shares Held
8,131
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#2,704
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026One Wealth Advisors, LLC holds $7,396,679 across 6 Banks - Diversified names. JPM ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,131 | $2,661,520 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
20,279 | $1,675,856 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,866 | $961,024 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,507 | $939,925 | |
| 5 | C |
Citigroup Inc
|
5,063 | $708,617 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,110 | $449,737 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,661,520 | 8,131 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,334,159 | 7,935 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,458,216 | 7,629 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,459,407 | 7,797 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,331,746 | 8,043 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,974,910 | 8,051 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,960,588 | 8,179 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,721,461 | 8,164 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,649,834 | 8,157 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,449,170 | 7,235 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,012,775 | 5,954 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $808,486 | 5,575 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $823,481 | 5,662 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $757,752 | 5,815 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $824,446 | 6,148 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $794,827 | 7,606 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $269,363 | 2,392 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $331,257 | 2,430 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $349,478 | 2,207 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $363,882 | 2,223 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $378,895 | 2,436 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $323,488 | 2,125 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $238,510 | 1,877 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||