Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,288,970
+$112,650 QoQ
Shares Held
28,378
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,534
of 5,048 holders
Holding Since
Mar 2020
26 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, 2026CreativeOne Wealth, LLC holds $18,856,089 across 6 Banks - Diversified names. JPM ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
28,378 | $9,288,970 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,573 | $3,736,349 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,058 | $2,177,537 | |
| 4 | C |
Citigroup Inc
|
13,447 | $1,882,041 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,701 | $1,545,449 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,374 | $225,743 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,288,970 | 28,378 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $9,176,320 | 31,195 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,428,650 | 32,365 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $10,333,801 | 32,761 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $9,267,552 | 31,967 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $7,188,515 | 29,305 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $5,940,013 | 24,780 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,828,061 | 22,897 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,235,148 | 15,995 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,354,321 | 21,739 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $2,473,593 | 14,542 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $3,616,510 | 24,950 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $3,931,097 | 27,029 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,180,084 | 32,078 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,286,774 | 31,967 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,233,230 | 30,940 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,270,644 | 29,044 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,280,448 | 31,400 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,483,799 | 40,946 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,428,433 | 39,272 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,022,974 | 38,723 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,828,733 | 38,289 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $4,651,905 | 36,609 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $560,483 | 5,822 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $471,710 | 5,015 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $461,133 | 5,122 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||