Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$590,503
+$59,839 QoQ
Shares Held
1,804
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#4,146
of 5,058 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Jupiter Wealth Management LLC holds $7,316,599 across 4 Banks - Diversified names. JPM ranks #4 (8.1% of the industry book) .
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,503 | 1,804 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $530,664 | 1,804 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $581,284 | 1,804 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $569,035 | 1,804 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $522,997 | 1,804 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $350,533 | 1,429 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $249,777 | 1,042 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $121,033 | 574 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $116,097 | 574 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $114,972 | 574 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,222,508 | 7,187 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,042,258 | 7,187 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,045,277 | 7,187 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||