Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,017,334
+$246,197 QoQ
Shares Held
6,163
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,967
of 5,058 holders
Holding Since
Jun 2022
17 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, 2026CM WEALTH ADVISORS LLC holds $3,457,644 across 4 Banks - Diversified names. JPM ranks #1 (58.3% of the industry book) .
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,334 | 6,163 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,771,137 | 6,021 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,906,897 | 5,918 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,287,900 | 4,083 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,183,702 | 4,083 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,135,493 | 4,629 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,109,617 | 4,629 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,012,971 | 4,804 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $519,201 | 2,567 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,571,954 | 7,848 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $640,426 | 3,765 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $546,000 | 3,765 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $996,409 | 6,851 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $518,764 | 3,981 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $504,886 | 3,765 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $393,442 | 3,765 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $254,160 | 2,257 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||