Wealthfront Advisers LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1763921 Palo Alto, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$122,063,975

+$13,299,786 QoQ

Shares Held

372,908

+0.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#367

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealthfront Advisers LLC holds $262,096,317 across 5 Banks - Diversified names. JPM ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	372,908	$122,063,975
2	BAC	Bank Of America Corp /De/	995,089	$56,700,171
3	WFC	Wells Fargo & Company/Mn	420,371	$34,739,459
4	C	Citigroup Inc	243,164	$34,033,233
5	BNY	Bank of New York Mellon Corp	100,681	$14,559,479

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,063,975	372,908	+0.9%	Shares	Sole	2026-08-07
2026-03-31	$108,764,189	369,745	+2.8%	Shares	Sole	2026-05-05
2025-12-31	$115,927,667	359,778	+0.5%	Shares	Sole	2026-01-30
2025-09-30	$112,892,081	357,899	+1.8%	Shares	Sole	2025-11-06
2025-06-30	$101,898,726	351,484	+10.5%	Shares	Sole	2025-07-31
2025-03-31	$78,003,192	317,991	+10.0%	Shares	Sole	2025-05-02
2024-12-31	$69,315,023	289,162	+6.1%	Shares	Sole	2025-04-01
2024-09-30	$57,441,637	272,416	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$54,794,054	270,909	+2.3%	Shares	Sole	2024-08-14
2024-03-31	$53,040,641	264,806	+0.6%	Shares	Sole	2024-04-19
2023-12-31	$44,789,371	263,312	+4.9%	Shares	Sole	2024-02-09
2023-09-30	$36,405,675	251,039	+1.2%	Shares	Sole	2023-11-01
2023-06-30	$36,068,392	247,995	-0.0%	Shares	Sole	2023-08-07
2023-03-31	$32,327,565	248,082	+1.5%	Shares	Sole	2023-04-28
2022-12-31	$32,776,856	244,421	+7.5%	Shares	Sole	2023-02-10
2022-09-30	$23,757,030	227,340	+5.6%	Shares	Sole	2022-11-14
2022-06-30	$24,243,243	215,285	+14.2%	Shares	Sole	2022-07-20
2022-03-31	$25,696,183	188,499	-7.7%	Shares	Sole	2022-05-16
2021-12-31	$32,323,352	204,126	+2.6%	Shares	Sole	2022-01-21
2021-09-30	$32,561,214	198,920	+12.6%	Shares	Sole	2021-11-15
2021-06-30	$27,481,118	176,682	+1.8%	Shares	Sole	2021-08-16
2021-03-31	$26,421,191	173,561	+8.7%	Shares	Sole	2021-05-14
2020-12-31	$20,288,885	159,667	+13.4%	Shares	Sole	2021-02-16
2020-09-30	$13,555,778	140,810	+4.2%	Shares	Sole	2020-11-16
2020-06-30	$12,710,986	135,137	+6.2%	Shares	Sole	2020-08-14
2020-03-31	$11,457,938	127,268	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.