Robertson Stephens Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1767307 San Francisco, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$24,600,813

+$2,054,920 QoQ

Shares Held

75,156

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#889

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $43,215,091 across 5 Banks - Diversified names. JPM ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	75,156	$24,600,813
2	BAC	Bank Of America Corp /De/	225,797	$12,865,913
3	WFC	Wells Fargo & Company/Mn	40,539	$3,350,142
4	C	Citigroup Inc	14,956	$2,093,241
5	BNY	Bank of New York Mellon Corp	2,109	$304,982

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,600,813	75,156	-1.9%	Shares	Sole	2026-07-29
2026-03-31	$22,545,893	76,645	-22.3%	Shares	Sole	2026-04-28
2025-12-31	$31,785,391	98,645	+155.9%	Shares	Sole	2026-02-02
2025-09-30	$12,159,826	38,550	+3.5%	Shares	Sole	2025-11-12
2025-06-30	$10,793,059	37,229	-9.8%	Shares	Sole	2025-07-24
2025-03-31	$10,125,738	41,279	+5.4%	Shares	Sole	2025-04-17
2024-12-31	$9,390,159	39,173	-2.3%	Shares	Sole	2025-01-27
2024-09-30	$8,455,275	40,099	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$8,048,936	39,795	+2.0%	Shares	Sole	2024-08-13
2024-03-31	$7,814,103	39,012	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$6,648,868	39,088	+7.9%	Shares	Sole	2024-02-06
2023-09-30	$5,251,319	36,211	+5.8%	Shares	Sole	2023-11-13
2023-06-30	$4,975,793	34,212	+19.4%	Shares	Sole	2023-08-11
2023-03-31	$3,732,860	28,646	+2.1%	Shares	Sole	2023-05-11
2022-12-31	$3,763,516	28,065	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$2,901,129	27,762	+3.8%	Shares	Sole	2022-11-14
2022-06-30	$3,012,542	26,752	-21.1%	Shares	Sole	2022-08-12
2022-03-31	$4,619,203	33,885	+5.3%	Shares	Sole	2022-05-16
2021-12-31	$5,097,128	32,189	+63.6%	Shares	Sole	2022-02-14
2021-09-30	$3,219,945	19,671	-3.6%	Shares	Sole	2021-11-10
2021-06-30	$3,173,327	20,402	-15.7%	Shares	Sole	2021-08-17
2021-03-31	$3,686,097	24,214	+68.2%	Shares	Sole	2021-05-07
2020-12-31	$1,829,553	14,398	-11.2%	Shares	Sole	2021-02-10
2020-09-30	$1,560,632	16,211	+70.8%	Shares	Sole	2020-11-10
2020-06-30	$892,911	9,493	-6.6%	Shares	Sole	2020-08-12
2020-03-31	$914,884	10,162	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.