Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,108,311
+$1,019,193 QoQ
Shares Held
15,606
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,072
of 5,056 holders
Holding Since
Jun 2021
21 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, 2026WADDELL & ASSOCIATES, LLC holds $10,373,434 across 6 Banks - Diversified names. JPM ranks #1 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,606 | $5,108,311 | |
| 2 | C |
Citigroup Inc
|
11,591 | $1,622,276 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,464 | $1,450,938 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,773 | $1,386,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,970 | $574,101 | |
| 6 | TD |
Toronto Dominion Bank
|
1,908 | $231,688 |
All Filings in JPM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,108,311 | 15,606 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,089,118 | 13,901 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,141,815 | 12,854 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,203,735 | 13,327 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,195,388 | 11,022 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,913,428 | 11,877 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,699,134 | 11,260 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,500,588 | 11,859 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,396,781 | 11,850 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,333,294 | 11,649 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,947,134 | 11,447 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,816,230 | 12,524 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,826,290 | 12,557 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,376,203 | 10,561 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,430,578 | 10,668 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,081,366 | 10,348 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,164,950 | 10,345 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,445,673 | 10,605 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,359,118 | 8,583 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,430,814 | 8,741 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,208,390 | 7,769 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||