Prestige Wealth Management Group LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1772715
FLEMINGTON, NJ
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,566,246
+$1,206,501 QoQ
Shares Held
17,005
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#2,000
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, 2026Prestige Wealth Management Group LLC holds $9,847,395 across 7 Banks - Diversified names. JPM ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
17,005 | $5,566,246 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,219 | $3,203,357 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
4,194 | $606,493 | |
| 4 | C |
Citigroup Inc
|
2,054 | $287,477 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,852 | $153,049 | |
| 6 | TD |
Toronto Dominion Bank
|
244 | $29,628 | |
| 7 | SAN |
Banco Santander, S.A.
|
83 | $1,145 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,566,246 | 17,005 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,359,745 | 14,821 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,844,899 | 15,036 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,568,372 | 14,483 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $4,149,190 | 14,312 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $3,609,834 | 14,716 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $3,530,927 | 14,730 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $3,040,601 | 14,420 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $4,406,233 | 21,785 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $3,046,763 | 15,211 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,019,122 | 23,628 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $3,198,705 | 22,057 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $2,046,776 | 14,073 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $1,890,667 | 14,509 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $1,940,963 | 14,474 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,389,745 | 13,299 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $1,393,886 | 12,378 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,523,102 | 11,173 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,728,231 | 10,914 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,729,875 | 10,568 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,777,044 | 11,425 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,444,510 | 9,489 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,003,471 | 7,897 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $910,810 | 9,461 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $850,302 | 9,040 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $628,769 | 6,984 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||