Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$533,220
+$249,650 QoQ
Shares Held
1,629
+69.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#4,229
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, 2026Bay Harbor Wealth Management, LLC holds $1,179,628 across 6 Banks - Diversified names. JPM ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,629 | $533,220 | |
| 2 | C |
Citigroup Inc
|
1,724 | $241,291 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
1,064 | $153,865 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,754 | $144,950 | |
| 5 | BAC |
Bank Of America Corp /De/
|
1,851 | $105,469 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
14 | $833 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,220 | 1,629 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $283,570 | 964 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $248,753 | 772 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $197,459 | 626 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $206,995 | 714 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $142,764 | 582 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $104,034 | 434 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $103,109 | 489 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $87,983 | 435 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $85,528 | 427 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $73,143 | 430 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $7,686 | 53 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,708 | 53 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $6,906 | 53 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,107 | 53 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,434 | 52 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $63,849 | 567 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $77,293 | 567 | Shares | Other | 2022-04-19 | |
| 2021-12-31 | $83,925 | 530 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $83,481 | 510 | Shares | Other | 2021-11-24 | |
| 2021-06-30 | $79,636 | 512 | Shares | Other | 2021-07-28 | |
| 2021-03-31 | $78,855 | 518 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $136,854 | 1,077 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $120,818 | 1,255 | Shares | Other | 2020-10-27 | |
| 2020-06-30 | $65,089 | 692 | Shares | Other | 2020-07-16 | |
| 2020-03-31 | $52,667 | 585 | Shares | Other | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||