Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,296,833
+$4,128,586 QoQ
Shares Held
25,347
+78.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,623
of 5,058 holders
Holding Since
Mar 2020
26 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, 2026Abundance Wealth Counselors holds $16,806,196 across 8 Banks - Diversified names. JPM ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
25,347 | $8,296,833 | |
| 2 | ING |
Ing Groep NV
|
120,328 | $3,775,892 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,171 | $2,516,863 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,889 | $996,218 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,173 | $396,810 | |
| 6 | C |
Citigroup Inc
|
2,282 | $319,388 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,642 | $291,229 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
2,577 | $212,963 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,296,833 | 25,347 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,168,247 | 14,170 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,224,304 | 13,110 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,111,630 | 13,035 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,086,281 | 14,095 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,461,918 | 14,113 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,300,327 | 13,768 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,891,312 | 13,712 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,894,340 | 14,310 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,176,157 | 15,857 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,708,332 | 15,922 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,310,603 | 15,933 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,434,520 | 16,739 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,154,284 | 16,532 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,922,323 | 14,335 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,683,599 | 16,111 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,813,696 | 16,106 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,152,765 | 15,792 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,189,663 | 13,828 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,210,469 | 13,504 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,081,902 | 13,385 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,947,478 | 12,793 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,546,696 | 12,172 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,221,955 | 12,693 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,038,422 | 11,040 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $350,756 | 3,896 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||