Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$296,233
+$2,956 QoQ
Shares Held
905
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#4,678
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026Vermillion Wealth Management, Inc. holds $1,130,502 across 7 Banks - Diversified names. JPM ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
8,288 | $684,919 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
905 | $296,233 | |
| 3 | C |
Citigroup Inc
|
800 | $111,968 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
160 | $15,214 | |
| 5 | BAC |
Bank Of America Corp /De/
|
220 | $12,535 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
36 | $5,205 | |
| 7 | BNS |
Bank Of Nova Scotia
|
51 | $4,428 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,233 | 905 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $293,277 | 997 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $260,353 | 808 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $253,921 | 805 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $230,188 | 794 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $194,277 | 792 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $189,370 | 790 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||