Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,262,511
+$132,055 QoQ
Shares Held
3,857
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#3,409
of 5,058 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $6,822,913 across 3 Banks - Diversified names. JPM ranks #3 (18.5% of the industry book) .
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,511 | 3,857 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,130,456 | 3,843 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,272,124 | 3,948 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,248,156 | 3,957 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,147,173 | 3,957 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $955,198 | 3,894 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $939,183 | 3,918 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||