Pasadena Private Wealth, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1760578 PASADENA, CA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,675,929

+$245,429 QoQ

Shares Held

5,120

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#3,132

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Dec 31, 2020

CallValue

CallShares

PutValue

$1,000

PutShares

2,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Pasadena Private Wealth, LLC holds $5,355,507 across 3 Banks - Diversified names. JPM ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	53,064	$3,023,586
2	JPM	Jpmorgan Chase & Co This page	5,120	$1,675,929
3	C	Citigroup Inc	4,687	$655,992

All Filings in JPM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,675,929	5,120	+5.3%	Shares	Sole	2026-08-11
2026-03-31	$1,430,500	4,863	+2.6%	Shares	Sole	2026-04-22
2025-12-31	$1,527,000	4,739	-0.9%	Shares	Sole	2026-02-10
2025-09-30	$1,508,701	4,783	-0.8%	Shares	Sole	2025-10-24
2025-06-30	$1,398,525	4,824	+0.4%	Shares	Sole	2025-08-01
2025-03-31	$1,178,175	4,803	+45.9%	Shares	Sole	2025-05-08
2024-12-31	$789,125	3,292	-35.3%	Shares	Sole	2025-02-03
2024-09-30	$694,951	5,090	+54.8%	Shares	Sole	2024-11-08
2024-06-30	$665,030	3,288	-2.2%	Shares	Sole	2024-07-19
2024-03-31	$673,608	3,363	+0.1%	Shares	Sole	2024-04-16
2023-12-31	$571,706	3,361	+0.3%	Shares	Sole	2024-01-10
2023-09-30	$486,107	3,352	-4.1%	Shares	Sole	2023-10-11
2023-06-30	$508,603	3,497	+1.1%	Shares	Sole	2023-07-12
2023-03-31	$450,611	3,458	+0.1%	Shares	Sole	2023-04-20
2022-12-31	$463,449	3,456	-4.5%	Shares	Sole	2023-02-02
2022-09-30	$378,290	3,620	+7.8%	Shares	Sole	2022-11-18
2022-06-30	$378,031	3,357	-2.4%	Shares	Sole	2022-08-08
2022-03-31	$469,077	3,441	-54.7%	Shares	Sole	2022-04-21
2021-12-31	$1,203,776	7,602	+13.8%	Shares	Sole	2022-02-14
2021-09-30	$1,093,121	6,678	+1.0%	Shares	Sole	2021-11-09
2021-06-30	$1,028,430	6,612	+2.0%	Shares	Sole	2021-08-09
2021-03-31	$986,602	6,481	+0.5%	Shares	Sole	2021-04-30
2020-12-31	$819,728	6,451	-7.8%	Shares	Sole	2021-02-10
2020-12-31	$1,000	2,000	—	Put	Sole	2021-02-10
2020-09-30	$673,504	6,996	+3.1%	Shares	Sole	2020-11-09
2020-06-30	$638,103	6,784	+10.7%	Shares	Sole	2020-08-05
2020-03-31	$551,973	6,131	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.