Position in JPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$64,379,919
+$13,928,244 QoQ
Shares Held
196,682
+14.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#523
of 5,058 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $115,792,053 across 14 Banks - Diversified names. JPM ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
196,682 | $64,379,919 | |
| 2 | UBS |
UBS Group AG
|
190,346 | $9,433,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
109,477 | $9,047,179 | |
| 4 | BAC |
Bank Of America Corp /De/
|
141,354 | $8,054,350 | |
| 5 | C |
Citigroup Inc
|
50,716 | $7,098,211 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
38,875 | $5,621,713 | |
| 7 | ING |
Ing Groep NV
|
153,298 | $4,810,491 | |
| 8 | BCS |
Barclays PLC
|
94,453 | $2,537,007 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,379,919 | 196,682 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $50,451,675 | 171,511 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $28,188,772 | 87,483 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,626,543 | 55,881 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,383,996 | 35,818 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $8,483,700 | 34,585 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $8,769,071 | 36,582 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $3,192,631 | 15,141 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $7,244,346 | 35,817 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $7,235,436 | 36,123 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,602,700 | 15,301 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,937,582 | 61,630 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,467,707 | 65,097 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,017,842 | 69,203 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,381,367 | 69,958 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,359,412 | 70,425 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,358,613 | 65,346 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,766,832 | 56,975 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $8,392,708 | 53,001 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $8,755,287 | 53,487 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,443,055 | 47,853 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,212,055 | 7,962 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,266,293 | 17,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,959,287 | 20,352 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,752,055 | 18,627 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,350,269 | 14,998 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||