Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,421,573
+$320,395 QoQ
Shares Held
13,508
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#2,217
of 5,058 holders
Holding Since
Mar 2020
16 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, 2026Golden State Wealth Management, LLC holds $6,589,584 across 12 Banks - Diversified names. JPM ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,508 | $4,421,573 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,621 | $1,118,004 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,565 | $377,251 | |
| 4 | C |
Citigroup Inc
|
2,162 | $302,593 | |
| 5 | UBS |
UBS Group AG
|
3,212 | $159,186 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
7,316 | $145,515 | |
| 7 | ING |
Ing Groep NV
|
633 | $19,863 | |
| 8 | BCS |
Barclays PLC
|
736 | $19,768 |
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,421,573 | 13,508 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,101,178 | 13,942 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,165,660 | 12,928 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,052,013 | 12,846 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,668,521 | 12,654 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,165,596 | 12,905 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,085,307 | 12,871 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $1,669,511 | 12,247 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $2,470,893 | 15,604 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,253,029 | 13,764 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,159,206 | 13,882 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,762,214 | 11,576 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,701,467 | 13,390 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,230,234 | 12,779 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $569,627 | 6,056 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,029,763 | 11,438 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||