Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$26,622,076
+$2,960,434 QoQ
Shares Held
81,331
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#856
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JGP Wealth Management, LLC holds $28,607,013 across 6 Banks - Diversified names. JPM ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
81,331 | $26,622,076 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,274 | $870,312 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,232 | $322,769 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,667 | $303,040 | |
| 5 | C |
Citigroup Inc
|
1,943 | $271,942 | |
| 6 | UBS |
UBS Group AG
|
4,376 | $216,874 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,622,076 | 81,331 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $23,661,642 | 80,438 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $26,332,785 | 81,723 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $25,700,290 | 81,477 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $23,717,537 | 81,810 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $20,038,802 | 81,691 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $22,146,087 | 92,387 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $19,347,670 | 91,756 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $18,668,800 | 92,301 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $18,618,085 | 92,951 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $17,976,508 | 105,682 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $15,155,315 | 104,505 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $14,847,242 | 102,085 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,211,218 | 101,383 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $9,726,273 | 72,530 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,471,018 | 71,493 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,709,393 | 68,461 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $8,890,108 | 65,215 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $10,267,889 | 64,843 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $10,298,883 | 62,917 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $9,744,425 | 62,649 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,223,919 | 67,161 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $8,479,508 | 66,731 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,284,601 | 65,281 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,904,428 | 62,773 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $5,567,365 | 61,839 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||