Global Retirement Partners, LLC
PensionPosition in JPM — Jpmorgan Chase & Co
CIK 1749744
San Rafael, CA
Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$41,856,341
+$1,558,864 QoQ
Shares Held
127,872
+2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#661
of 5,058 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. JPM ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,856,341 | 127,872 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $40,297,477 | 125,062 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,658,621 | 94,026 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $26,881,904 | 92,725 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $21,154,886 | 88,252 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,132,789 | 71,767 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $14,699,650 | 72,677 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $12,601,674 | 62,914 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,584,642 | 62,226 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $9,443,702 | 65,120 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,982,419 | 68,636 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,171,479 | 62,708 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,507,068 | 48,524 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,728,520 | 45,249 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,835,698 | 42,942 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,348,149 | 46,568 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $5,629,626 | 34,392 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,121,465 | 32,927 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,851,722 | 31,871 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,214,784 | 33,169 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,922,083 | 30,353 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,772,324 | 29,474 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,444,674 | 27,154 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||